EH
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Equitable Holdings’s Unilever UL Stock Holding History

Equitable Holdings’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 		$349K Sell
5,810
-4,364
-43% -$252K ﹤0.01% 1481
2026
Q1 		$627K Buy
10,174
+4,141
+69% +$278K ﹤0.01% 1160
2025
Q4 		$395K Sell
6,033
-151
-2% -$10.1K ﹤0.01% 1201
2025
Q3 		$412K Sell
6,184
-660
-10% -$45.5K ﹤0.01% 1142
2025
Q2 		$471K Buy
6,844
+3,849
+129% +$270K ﹤0.01% 1026
2025
Q1 		$201K Buy
+2,995
New +$193K ﹤0.01% 1263
2024
Q4 		– Sell
-3,612
Closed -$264K – 1337
2024
Q3 		$264K Buy
3,612
+373
+12% +$25.8K ﹤0.01% 1084
2024
Q2 		$200K Sell
3,239
-2,580
-44% -$152K ﹤0.01% 1138
2024
Q1 		$329K Sell
5,819
-105
-2% -$5.82K ﹤0.01% 933
2023
Q4 		$323K Sell
5,924
-471
-7% -$25.4K ﹤0.01% 920
2023
Q3 		$355K Buy
6,395
+954
+18% +$55.1K 0.01% 825
2023
Q2 		$319K Buy
+5,441
New +$323K ﹤0.01% 829

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

Equitable Holdings's UL Position: Q2 2026 in Review

Equitable Holdings reduced its Unilever (UL) stake by 43% in Q2 2026, selling an estimated $252K and leaving 5,810 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

Equitable Holdings first reported a position in UL in Q2 2023 and has held it in 12 quarters since. The position peaked at $627K in Q1 2026. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Equitable Holdings held 5,810 shares of Unilever worth $349K as of Q2 2026.
  • Equitable Holdings sold 4,364 Unilever shares in Q2 2026, an estimated $252K.
  • Unilever made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1481 holding.
  • Equitable Holdings first reported a position in Unilever in Q2 2023 and has held it in 12 quarters since.
  • Equitable Holdings's Unilever position peaked at $627K in Q1 2026.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.