Diligent Investors’s Unilever UL Stock Holding History

Diligent Investors’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
2025 Q2	–	Sell	-4,995	Closed	-$335K	–	384
2025 Q1	$335K	Hold	4,995	–	–	0.08%	255
2024 Q4	$319K	Sell	4,995 -88	-2%	-$5.94K	0.07%	264
2024 Q3	$371K	Sell	5,083 -533	-9%	-$36.8K	0.09%	232
2024 Q2	$347K	Sell	5,616 -88	-2%	-$5.2K	0.09%	232
2024 Q1	$322K	Buy	5,704 +2	+0%	+$111	0.08%	243
2023 Q4	$311K	Buy	5,702 +2	+0%	+$108	0.09%	238
2023 Q3	$317K	Buy	5,700 +1	+0%	+$58	0.1%	220
2023 Q2	$334K	Buy	5,699 +2	+0%	+$119	0.1%	200
2023 Q1	$333K	Buy	5,697 +2	+0%	+$114	0.1%	194
2022 Q4	$323K	Buy	5,695 +2	+0%	+$107	0.11%	195
2022 Q3	$281K	Buy	5,693 +446	+9%	+$23.3K	0.1%	197
2022 Q2	$271K	Buy	5,247 +2	+0%	+$102	0.09%	199
2022 Q1	$269K	Buy	5,245 +89	+2%	+$4.95K	0.08%	225
2021 Q4	$312K	Hold	5,156	–	–	0.09%	199
2021 Q3	$339K	Hold	5,156	–	–	0.12%	165
2021 Q2	$339K	Hold	5,156	–	–	0.12%	166
2021 Q1	$324K	Hold	5,156	–	–	0.12%	162
2020 Q4	$350K	Hold	5,156	–	–	0.14%	140
2020 Q3	$358K	Hold	5,156	–	–	0.16%	130
2020 Q2	$318K	Hold	5,156	–	–	0.16%	135
2020 Q1	$293K	Sell	5,156 -1,511	-23%	-$94.8K	0.18%	121
2019 Q4	$429K	Sell	6,667 -266	-4%	-$17.7K	0.19%	113
2019 Q3	$469K	Sell	6,933 -89	-1%	-$6.17K	0.23%	109
2019 Q2	$490K	Hold	7,022	–	–	0.24%	104
2019 Q1	$456K	Hold	7,022	–	–	0.26%	97
2018 Q4	$413K	Sell	7,022 -89	-1%	-$5.36K	0.27%	94
2018 Q3	$440K	Sell	7,111 -156	-2%	-$9.84K	0.24%	106
2018 Q2	$452K	Sell	7,267 -200	-3%	-$12.4K	0.28%	97
2018 Q1	$467K	Sell	7,467 -89	-1%	-$5.42K	0.28%	100
2017 Q4	$470K	Hold	7,556	–	–	0.3%	95
2017 Q3	$493K	Hold	7,556	–	–	0.36%	77
2017 Q2	$460K	Buy	+7,556	New	+$450K	0.33%	79
2017 Q1	–	Sell	-7,467	Closed	-$342K	–	172
2016 Q4	$342K	Buy	7,467 +2,400	+47%	+$112K	0.27%	94
2016 Q3	$270K	Hold	5,067	–	–	0.22%	119
2016 Q2	$273K	Sell	5,067 -355	-7%	-$18.2K	0.26%	108
2016 Q1	$276K	Hold	5,422	–	–	0.3%	104
2015 Q4	$263K	Hold	5,422	–	–	0.3%	102
2015 Q3	$277K	Hold	5,422	–	–	0.3%	106
2015 Q2	$276K	Sell	5,422 -356	-6%	-$17.6K	0.29%	109
2015 Q1	$284K	Hold	5,778	–	–	0.29%	110
2014 Q4	$277K	Buy	+5,778	New	+$265K	0.28%	106

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

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

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Diligent Investors's UL Position: Q2 2025 in Review

Diligent Investors sold out of Unilever (UL) in Q2 2025, closing a stake of 4,995 shares — an estimated $335K sold.

Diligent Investors first reported a position in UL in Q4 2014 and held it in 41 quarters. The position peaked at $493K in Q3 2017. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

Diligent Investors reported no remaining Unilever position as of Q2 2025 after selling out during the quarter.
Diligent Investors sold 4,995 Unilever shares in Q2 2025, an estimated $335K.
Diligent Investors first reported a position in Unilever in Q4 2014 and held it in 41 quarters.
Diligent Investors's Unilever position peaked at $493K in Q3 2017.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Diligent Investors's 13F filing for Q2 2025, filed 22 Jul 2025.