Empowered Funds’s Unilever UL Stock Holding History

Empowered Funds’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	$6.29M	Sell	104,549 -2,221	-2%	-$128K	0.03%	607
2026 Q1	$6.08M	Buy	+106,770	New	+$7.16M	0.04%	564
2025 Q4	–	Sell	-111,318	Closed	-$7.42M	–	1859
2025 Q3	$7.42M	Buy	111,318 +9,322	+9%	+$643K	0.08%	349
2025 Q2	$7.02M	Buy	101,996 +46,508	+84%	+$3.26M	0.08%	331
2025 Q1	$3.72M	Buy	55,488 +17,674	+47%	+$1.14M	0.05%	479
2024 Q4	$2.41M	Buy	37,814 +121	+0.3%	+$8.17K	0.04%	649
2024 Q3	$2.75M	Buy	37,693 +4,678	+14%	+$323K	0.04%	551
2024 Q2	$2.04M	Buy	33,015 +20,904	+173%	+$1.24M	0.04%	602
2024 Q1	$684K	Buy	+12,111	New	+$671K	0.01%	1000

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

Empowered Funds's UL Position: Q2 2026 in Review

Empowered Funds reduced its Unilever (UL) stake by 2.1% in Q2 2026, selling an estimated $128K and leaving 104,549 shares worth $6.29M. The position accounts for 0.03% of the portfolio, ranked #607.

Empowered Funds first reported a position in UL in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.42M in Q3 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Empowered Funds held 104,549 shares of Unilever worth $6.29M as of Q2 2026.
Empowered Funds sold 2,221 Unilever shares in Q2 2026, an estimated $128K.
Unilever made up 0.03% of Empowered Funds's portfolio in Q2 2026, its #607 holding.
Empowered Funds first reported a position in Unilever in Q1 2024 and has held it in 9 quarters since.
Empowered Funds's Unilever position peaked at $7.42M in Q3 2025.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.