EI
UL icon

Ethic Inc’s Unilever UL Stock Holding History

Ethic Inc’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 		$6.07M Buy
100,961
+2,066
+2% +$119K 0.08% 259
2026
Q1 		$5.63M Buy
98,895
+8,959
+10% +$600K 0.09% 244
2025
Q4 		$5.88M Sell
89,936
-6,199
-6% -$417K 0.09% 218
2025
Q3 		$6.41M Buy
96,135
+6,611
+7% +$456K 0.11% 193
2025
Q2 		$6.14M Sell
89,524
-5,960
-6% -$418K 0.11% 194
2025
Q1 		$6.4M Sell
95,484
-3,764
-4% -$243K 0.13% 178
2024
Q4 		$6.33M Buy
99,248
+727
+0.7% +$49.1K 0.13% 171
2024
Q3 		$5.56M Sell
98,521
-15,458
-14% -$1.07M 0.14% 176
2024
Q2 		$7.05M Buy
113,979
+15,458
+16% +$913K 0.17% 125
2024
Q1 		$5.56M Buy
98,521
+25,375
+35% +$1.41M 0.14% 176
2023
Q4 		$3.99M Sell
73,146
-1,778
-2% -$95.9K 0.12% 207
2023
Q3 		$4.16M Buy
74,924
+35,626
+91% +$2.06M 0.15% 166
2023
Q2 		$2.3M Sell
39,298
-3,885
-9% -$231K 0.09% 272
2023
Q1 		$2.52M Sell
43,183
-191
-0.4% -$10.9K 0.1% 241
2022
Q4 		$2.46M Buy
43,374
+2,874
+7% +$154K 0.13% 201
2022
Q3 		$2M Buy
40,500
+1,976
+5% +$103K 0.14% 189
2022
Q2 		$1.99M Buy
38,524
+8,800
+30% +$448K 0.14% 187
2022
Q1 		$1.52M Buy
29,724
+10,592
+55% +$590K 0.11% 248
2021
Q4 		$1.16M Sell
19,132
-11,771
-38% -$699K 0.09% 256
2021
Q3 		$1.89M Buy
30,903
+19,636
+174% +$1.25M 0.19% 134
2021
Q2 		$741K Sell
11,267
-803
-7% -$53.4K 0.09% 268
2021
Q1 		$758K Buy
12,070
+3,661
+44% +$233K 0.14% 190
2020
Q4 		$571K Buy
8,409
+5,211
+163% +$354K 0.15% 178
2020
Q3 		$222K Buy
+3,198
New +$213K 0.08% 282
2020
Q2 		– Sell
-4,504
Closed -$256K – 287
2020
Q1 		$256K Buy
4,504
+116
+3% +$7.28K 0.21% 147
2019
Q4 		$282K Buy
+4,388
New +$291K 0.21% 164

Other funds holding UL

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Ethic Inc's UL Position: Q2 2026 in Review

Ethic Inc increased its Unilever (UL) stake by 2.1% in Q2 2026, buying an estimated $119K and bringing the position to 100,961 shares worth $6.07M. The position accounts for 0.08% of the portfolio, ranked #259.

Ethic Inc first reported a position in UL in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.05M in Q2 2024. 452 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Ethic Inc held 100,961 shares of Unilever worth $6.07M as of Q2 2026.
  • Ethic Inc bought 2,066 Unilever shares in Q2 2026, an estimated $119K.
  • Unilever made up 0.08% of Ethic Inc's portfolio in Q2 2026, its #259 holding.
  • Ethic Inc first reported a position in Unilever in Q4 2019 and has held it in 26 quarters since.
  • Ethic Inc's Unilever position peaked at $7.05M in Q2 2024.
  • 452 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.