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Curbstone Financial Management Corp’s Unilever UL Stock Holding History

Curbstone Financial Management Corp’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 		$823K Buy
13,684
+176
+1% +$10.2K 0.14% 134
2026
Q1 		$770K Hold
13,508
– – 0.15% 132
2025
Q4 		$883K Sell
13,508
-428
-3% -$28.8K 0.17% 122
2025
Q3 		$929K Sell
13,936
-89
-0.6% -$6.14K 0.18% 121
2025
Q2 		$965K Sell
14,025
-667
-5% -$46.8K 0.2% 114
2025
Q1 		$984K Sell
14,692
-177
-1% -$11.4K 0.21% 108
2024
Q4 		$948K Hold
14,869
– – 0.2% 112
2024
Q3 		$1.09M Sell
14,869
-178
-1% -$12.3K 0.23% 104
2024
Q2 		$931K Hold
15,047
– – 0.2% 110
2024
Q1 		$850K Buy
15,047
+267
+2% +$14.8K 0.18% 120
2023
Q4 		$806K Sell
14,780
-267
-2% -$14.4K 0.18% 115
2023
Q3 		$836K Sell
15,047
-178
-1% -$10.3K 0.21% 109
2023
Q2 		$893K Sell
15,225
-178
-1% -$10.6K 0.21% 110
2023
Q1 		$900K Sell
15,403
-1,955
-11% -$111K 0.22% 108
2022
Q4 		$983K Sell
17,358
-711
-4% -$38.1K 0.25% 98
2022
Q3 		$891K Sell
18,069
-89
-0.5% -$4.65K 0.22% 105
2022
Q2 		$936K Hold
18,158
– – 0.22% 106
2022
Q1 		$931K Buy
18,158
+755
+4% +$42K 0.17% 125
2021
Q4 		$1.05M Buy
17,403
+66
+0.4% +$3.92K 0.19% 120
2021
Q3 		$1.06M Buy
17,337
+178
+1% +$11.3K 0.2% 114
2021
Q2 		$1.13M Buy
17,159
+178
+1% +$11.8K 0.21% 111
2021
Q1 		$1.07M Sell
16,981
-978
-5% -$62.3K 0.21% 109
2020
Q4 		$1.22M Buy
+17,959
New +$1.22M 0.25% 91

Other funds holding UL

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

Curbstone Financial Management Corp's UL Position: Q2 2026 in Review

Curbstone Financial Management Corp increased its Unilever (UL) stake by 1.3% in Q2 2026, buying an estimated $10.2K and bringing the position to 13,684 shares worth $823K. The position accounts for 0.14% of the portfolio, ranked #134.

Curbstone Financial Management Corp first reported a position in UL in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.22M in Q4 2020. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Curbstone Financial Management Corp held 13,684 shares of Unilever worth $823K as of Q2 2026.
  • Curbstone Financial Management Corp bought 176 Unilever shares in Q2 2026, an estimated $10.2K.
  • Unilever made up 0.14% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #134 holding.
  • Curbstone Financial Management Corp first reported a position in Unilever in Q4 2020 and has held it in 23 quarters since.
  • Curbstone Financial Management Corp's Unilever position peaked at $1.22M in Q4 2020.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.