D.J. St. Germain’s Unilever UL Stock Holding History

D.J. St. Germain’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	$114K	Sell	1,894 -52	-3%	-$3.01K	﹤0.01%	356
2026 Q1	$111K	Hold	1,946	–	–	﹤0.01%	352
2025 Q4	$127K	Sell	1,946 -29	-1%	-$1.95K	﹤0.01%	374
2025 Q3	$132K	Sell	1,975 -328	-14%	-$22.6K	0.01%	360
2025 Q2	$158K	Buy	2,303 +873	+61%	+$61.3K	0.01%	317
2025 Q1	$95.8K	Sell	1,430 -996	-41%	-$64.3K	﹤0.01%	337
2024 Q4	$155K	Buy	2,426 +1,661	+217%	+$112K	0.01%	307
2024 Q3	$55.9K	Buy	765 +295	+63%	+$20.4K	﹤0.01%	380
2024 Q2	$29.1K	Buy	470 +380	+422%	+$22.5K	﹤0.01%	426
2024 Q1	$5.07K	Buy	90 +38	+73%	+$2.1K	﹤0.01%	608
2023 Q4	$2.86K	Hold	52	–	–	﹤0.01%	660
2023 Q3	$2.92K	Buy	+52	New	+$3K	﹤0.01%	620

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

D.J. St. Germain's UL Position: Q2 2026 in Review

D.J. St. Germain reduced its Unilever (UL) stake by 2.7% in Q2 2026, selling an estimated $3.01K and leaving 1,894 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

D.J. St. Germain first reported a position in UL in Q3 2023 and has held it in 12 quarters since. The position peaked at $158K in Q2 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

D.J. St. Germain held 1,894 shares of Unilever worth $114K as of Q2 2026.
D.J. St. Germain sold 52 Unilever shares in Q2 2026, an estimated $3.01K.
Unilever made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #356 holding.
D.J. St. Germain first reported a position in Unilever in Q3 2023 and has held it in 12 quarters since.
D.J. St. Germain's Unilever position peaked at $158K in Q2 2025.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.