Ferguson Wellman Capital Management’s Unilever UL Stock Holding History

Ferguson Wellman Capital 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	$609K	Hold	10,130	–	–	0.01%	288
2026 Q1	$577K	Buy	+10,130	New	+$679K	0.01%	276
2021 Q1	–	Sell	-135,372	Closed	-$9.19M	–	394
2020 Q4	$9.19M	Buy	+135,372	New	+$9.18M	0.22%	100
2019 Q3	–	Sell	-5,618	Closed	-$392K	–	353
2019 Q2	$392K	Buy	5,618 +168	+3%	+$11.4K	0.01%	269
2019 Q1	$354K	Buy	+5,450	New	+$332K	0.01%	276

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

Ferguson Wellman Capital Management's UL Position: Q2 2026 in Review

Ferguson Wellman Capital Management held its Unilever (UL) position steady in Q2 2026 at 10,130 shares worth $609K. The position accounts for 0.01% of the portfolio, ranked #288.

Ferguson Wellman Capital Management first reported a position in UL in Q1 2019 and has held it in 5 quarters since. The position peaked at $9.19M in Q4 2020. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Ferguson Wellman Capital Management held 10,130 shares of Unilever worth $609K as of Q2 2026.
Ferguson Wellman Capital Management left its Unilever share count unchanged in Q2 2026.
Unilever made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #288 holding.
Ferguson Wellman Capital Management first reported a position in Unilever in Q1 2019 and has held it in 5 quarters since.
Ferguson Wellman Capital Management's Unilever position peaked at $9.19M in Q4 2020.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.