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Cromwell Holdings’s Unilever UL Stock Holding History

Cromwell Holdings’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 		$237K Hold
3,950
– – 0.11% 170
2026
Q1 		$227K Hold
3,950
– – 0.13% 164
2025
Q4 		$258K Sell
3,950
-1
-0% -$67 0.14% 139
2025
Q3 		$264K Hold
3,951
– – 0.14% 134
2025
Q2 		$272K Hold
3,951
– – 0.16% 128
2025
Q1 		$265K Hold
3,951
– – 0.17% 118
2024
Q4 		$252K Hold
3,951
– – 0.15% 123
2024
Q3 		$289K Hold
3,951
– – 0.19% 110
2024
Q2 		$244K Buy
+3,951
New +$233K 0.15% 126

Other funds holding UL

Wellington Management Group
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Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cromwell Holdings's UL Position: Q2 2026 in Review

Cromwell Holdings held its Unilever (UL) position steady in Q2 2026 at 3,950 shares worth $237K. The position accounts for 0.11% of the portfolio, ranked #170.

Cromwell Holdings first reported a position in UL in Q2 2024 and has held it in 9 quarters since. The position peaked at $289K in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Cromwell Holdings held 3,950 shares of Unilever worth $237K as of Q2 2026.
  • Cromwell Holdings left its Unilever share count unchanged in Q2 2026.
  • Unilever made up 0.11% of Cromwell Holdings's portfolio in Q2 2026, its #170 holding.
  • Cromwell Holdings first reported a position in Unilever in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's Unilever position peaked at $289K in Q3 2024.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.