Cresset Asset Management’s Unilever UL Stock Holding History

Cresset Asset Management’s Portfolio UL Stock Details UL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.98M	Sell	132,793 -12,190	-8%	-$705K	0.03%	336
2026 Q1	$8.34M	Buy	144,983 +4,909	+4%	+$329K	0.04%	294
2025 Q4	$9.16M	Buy	+140,074	New	+$9.41M	0.04%	270
2025 Q2	–	Sell	-144,009	Closed	-$9.65M	–	1779
2025 Q1	$9.65M	Sell	144,009 -3,348	-2%	-$216K	0.05%	227
2024 Q4	$9.4M	Sell	147,357 -86,472	-37%	-$5.84M	0.04%	236
2024 Q3	$17.1M	Buy	233,829 +11,170	+5%	+$772K	0.07%	195
2024 Q2	$13.8M	Buy	222,659 +43,690	+24%	+$2.58M	0.06%	221
2024 Q1	$10.1M	Buy	178,969 +12,648	+8%	+$701K	0.05%	247
2023 Q4	$9.07M	Sell	166,321 -18,453	-10%	-$996K	0.05%	229
2023 Q3	$10.3M	Buy	184,774 +7,267	+4%	+$420K	0.04%	205
2023 Q2	$10.4M	Buy	177,507 +170,607	+2,473%	+$10.1M	0.01%	256
2023 Q1	$403K	Sell	6,900 -5,129	-43%	-$291K	0.01%	546
2022 Q4	$656K	Sell	12,029 -1,581	-12%	-$84.6K	0.01%	383
2022 Q3	$671K	Sell	13,610 -4,266	-24%	-$223K	0.01%	439
2022 Q2	$920K	Buy	17,876 +953	+6%	+$48.5K	0.01%	398
2022 Q1	$867K	Buy	16,923 +1,438	+9%	+$80K	0.01%	449
2021 Q4	$938K	Sell	15,485 -23,951	-61%	-$1.42M	0.01%	476
2021 Q3	$2.41M	Buy	39,436 +2,693	+7%	+$172K	0.03%	198
2021 Q2	$2.42M	Sell	36,743 -740	-2%	-$49.2K	0.03%	175
2021 Q1	$2.35M	Buy	37,483 +3,440	+10%	+$219K	0.04%	157
2020 Q4	$2.31M	Buy	34,043 +17,855	+110%	+$1.21M	0.04%	147
2020 Q3	$1.12M	Buy	16,188 +1,591	+11%	+$106K	0.02%	219
2020 Q2	$901K	Buy	14,597 +5,393	+59%	+$322K	0.02%	228
2020 Q1	$524K	Buy	9,204 +4,178	+83%	+$262K	0.02%	274
2019 Q4	$323K	Buy	5,026 +574	+13%	+$38.1K	0.01%	404
2019 Q3	$301K	Sell	4,452 -168	-4%	-$11.6K	0.01%	386
2019 Q2	$322K	Buy	4,620 +503	+12%	+$34.1K	0.01%	326
2019 Q1	$267K	Buy	4,117 +2,182	+113%	+$133K	0.01%	297
2018 Q4	$114K	Buy	+1,935	New	+$117K	0.01%	297

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cresset Asset Management's UL Position: Q2 2026 in Review

Cresset Asset Management reduced its Unilever (UL) stake by 8.4% in Q2 2026, selling an estimated $705K and leaving 132,793 shares worth $7.98M. The position accounts for 0.03% of the portfolio, ranked #336.

Cresset Asset Management first reported a position in UL in Q4 2018 and has held it in 29 quarters since. The position peaked at $17.1M in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Cresset Asset Management held 132,793 shares of Unilever worth $7.98M as of Q2 2026.
Cresset Asset Management sold 12,190 Unilever shares in Q2 2026, an estimated $705K.
Unilever made up 0.03% of Cresset Asset Management's portfolio in Q2 2026, its #336 holding.
Cresset Asset Management first reported a position in Unilever in Q4 2018 and has held it in 29 quarters since.
Cresset Asset Management's Unilever position peaked at $17.1M in Q3 2024.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.