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Eagle Bay Advisors’s Unilever UL Stock Holding History

Eagle Bay Advisors’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 		$267K Sell
4,448
-113
-2% -$6.53K 0.2% 105
2026
Q1 		$262K Sell
4,561
-149
-3% -$9.99K 0.23% 96
2025
Q4 		$308K Sell
4,710
-2
-0% -$134 0.22% 80
2025
Q3 		$314K Hold
4,712
– – 0.25% 73
2025
Q2 		$324K Sell
4,712
-70
-1% -$4.91K 0.27% 71
2025
Q1 		$320K Sell
4,782
-280
-6% -$18.1K 0.27% 73
2024
Q4 		$323K Buy
5,062
+71
+1% +$4.79K 0.2% 76
2024
Q3 		$365K Sell
4,991
-133
-3% -$9.19K 0.14% 114
2024
Q2 		$317K Buy
5,124
+31
+0.6% +$1.83K 0.19% 79
2024
Q1 		$288K Buy
5,093
+2,845
+127% +$158K 0.18% 92
2023
Q4 		$123K Buy
2,248
+418
+23% +$22.6K 0.08% 179
2023
Q3 		$102K Hold
1,830
– – 0.05% 247
2023
Q2 		$107K Hold
1,830
– – 0.06% 205
2023
Q1 		$107K Buy
1,830
+18
+1% +$1.02K 0.06% 218
2022
Q4 		$103K Sell
1,812
-232
-11% -$12.4K 0.06% 224
2022
Q3 		$101K Sell
2,044
-267
-12% -$13.9K 0.06% 199
2022
Q2 		$119K Buy
+2,311
New +$118K 0.07% 175
2022
Q1 		– Sell
-2,077
Closed -$126K – 938
2021
Q4 		$126K Hold
2,077
– – 0.08% 147
2021
Q3 		$128K Hold
2,077
– – 0.07% 195
2021
Q2 		$140K Buy
+2,077
New +$138K 0.11% 117

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

Eagle Bay Advisors's UL Position: Q2 2026 in Review

Eagle Bay Advisors reduced its Unilever (UL) stake by 2.5% in Q2 2026, selling an estimated $6.53K and leaving 4,448 shares worth $267K. The position accounts for 0.2% of the portfolio, ranked #105.

Eagle Bay Advisors first reported a position in UL in Q2 2021 and has held it in 20 quarters since. The position peaked at $365K in Q3 2024. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Eagle Bay Advisors held 4,448 shares of Unilever worth $267K as of Q2 2026.
  • Eagle Bay Advisors sold 113 Unilever shares in Q2 2026, an estimated $6.53K.
  • Unilever made up 0.2% of Eagle Bay Advisors's portfolio in Q2 2026, its #105 holding.
  • Eagle Bay Advisors first reported a position in Unilever in Q2 2021 and has held it in 20 quarters since.
  • Eagle Bay Advisors's Unilever position peaked at $365K in Q3 2024.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Eagle Bay Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.