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Diversified Management’s Unilever UL Stock Holding History

Diversified 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 		$387K Sell
6,436
-31,043
-83% -$1.79M 0.08% 118
2026
Q1 		$2.14M Buy
37,479
+31,043
+482% +$2.08M 0.37% 64
2025
Q4 		$421K Buy
+6,436
New +$433K 0.1% 113

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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
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State Farm Mutual Automobile Insurance
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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

Diversified Management's UL Position: Q2 2026 in Review

Diversified Management reduced its Unilever (UL) stake by 83% in Q2 2026, selling an estimated $1.79M and leaving 6,436 shares worth $387K. The position accounts for 0.08% of the portfolio, ranked #118.

Diversified Management first reported a position in UL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.14M in Q1 2026. 1,184 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Diversified Management held 6,436 shares of Unilever worth $387K as of Q2 2026.
  • Diversified Management sold 31,043 Unilever shares in Q2 2026, an estimated $1.79M.
  • Unilever made up 0.08% of Diversified Management's portfolio in Q2 2026, its #118 holding.
  • Diversified Management first reported a position in Unilever in Q4 2025 and has held it in 3 quarters since.
  • Diversified Management's Unilever position peaked at $2.14M in Q1 2026.
  • 1,184 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Diversified Management's 13F filing for Q2 2026, filed 10 Jul 2026.