Eley Financial Management’s Unilever UL Stock Holding History

Eley Financial 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	$1.13M	Buy	18,804 +198	+1%	+$11.4K	0.37%	52
2026 Q1	$1.06M	Buy	18,606 +324	+2%	+$21.7K	0.38%	53
2025 Q4	$1.2M	Buy	18,282 +203	+1%	+$13.6K	0.43%	50
2025 Q3	$1.21M	Buy	18,079 +11	+0.1%	+$759	0.43%	50
2025 Q2	$1.24M	Buy	18,068 +223	+1%	+$15.6K	0.48%	49
2025 Q1	$1.2M	Buy	17,845 +129	+0.7%	+$8.32K	0.48%	49
2024 Q4	$1.13M	Buy	17,716 +200	+1%	+$13.5K	0.44%	50
2024 Q3	$1.28M	Sell	17,516 -176	-1%	-$12.2K	0.52%	48
2024 Q2	$1.09M	Buy	17,692 +158	+0.9%	+$9.34K	0.46%	52
2024 Q1	$990K	Sell	17,534 -86	-0.5%	-$4.76K	0.43%	55
2023 Q4	$961K	Buy	17,620 +145	+0.8%	+$7.82K	0.45%	54
2023 Q3	$967K	Buy	+17,475	New	+$1.01M	0.49%	52

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

Eley Financial Management's UL Position: Q2 2026 in Review

Eley Financial Management increased its Unilever (UL) stake by 1.1% in Q2 2026, buying an estimated $11.4K and bringing the position to 18,804 shares worth $1.13M. The position accounts for 0.37% of the portfolio, ranked #52.

Eley Financial Management first reported a position in UL in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.28M in Q3 2024. 1,193 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Eley Financial Management held 18,804 shares of Unilever worth $1.13M as of Q2 2026.
Eley Financial Management bought 198 Unilever shares in Q2 2026, an estimated $11.4K.
Unilever made up 0.37% of Eley Financial Management's portfolio in Q2 2026, its #52 holding.
Eley Financial Management first reported a position in Unilever in Q3 2023 and has held it in 12 quarters since.
Eley Financial Management's Unilever position peaked at $1.28M in Q3 2024.
1,193 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Eley Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.