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Fiduciary Management Inc’s Unilever UL Stock Holding History

Fiduciary Management 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
Q1 		$131M Sell
2,294,923
-273,795
-11% -$18.4M 1.62% 30
2025
Q4 		$168M Sell
2,568,718
-238,572
-8% -$16M 1.85% 21
2025
Q3 		$187M Sell
2,807,290
-115,283
-4% -$7.96M 1.89% 18
2025
Q2 		$201M Sell
2,922,573
-159,121
-5% -$11.2M 1.93% 12
2025
Q1 		$206M Sell
3,081,694
-150,595
-5% -$9.72M 1.99% 17
2024
Q4 		$206M Sell
3,232,289
-137,740
-4% -$9.3M 1.92% 16
2024
Q3 		$246M Sell
3,370,029
-105,430
-3% -$7.29M 2.16% 12
2024
Q2 		$215M Sell
3,475,459
-221,013
-6% -$13.1M 2% 14
2024
Q1 		$209M Buy
3,696,472
+735,835
+25% +$40.8M 1.86% 18
2023
Q4 		$161M Sell
2,960,637
-209,424
-7% -$11.3M 1.51% 31
2023
Q3 		$176M Sell
3,170,061
-93,408
-3% -$5.4M 1.79% 19
2023
Q2 		$191M Sell
3,263,469
-260,964
-7% -$15.5M 1.93% 22
2023
Q1 		$206M Sell
3,524,433
-805,341
-19% -$45.8M 2.08% 23
2022
Q4 		$245M Sell
4,329,774
-645,699
-13% -$34.6M 2.48% 14
2022
Q3 		$245M Sell
4,975,473
-218,362
-4% -$11.4M 2.58% 13
2022
Q2 		$268M Sell
5,193,835
-198,730
-4% -$10.1M 2.53% 13
2022
Q1 		$276M Sell
5,392,565
-434,828
-7% -$24.2M 2.23% 19
2021
Q4 		$353M Buy
5,827,393
+15,086
+0.3% +$896K 2.6% 12
2021
Q3 		$355M Buy
5,812,307
+9,549
+0.2% +$609K 2.64% 12
2021
Q2 		$382M Sell
5,802,758
-124,614
-2% -$8.29M 2.81% 11
2021
Q1 		$372M Buy
5,927,372
+591,644
+11% +$37.7M 2.79% 13
2020
Q4 		$362M Sell
5,335,728
-375,988
-7% -$25.5M 2.74% 12
2020
Q3 		$396M Sell
5,711,716
-267,212
-4% -$17.8M 3.27% 7
2020
Q2 		$369M Buy
5,978,928
+608,020
+11% +$36.3M 3.1% 7
2020
Q1 		$306M Sell
5,370,908
-425,428
-7% -$26.7M 2.66% 10
2019
Q4 		$373M Sell
5,796,336
-82,546
-1% -$5.48M 2.31% 21
2019
Q3 		$397M Sell
5,878,882
-240,079
-4% -$16.6M 2.58% 19
2019
Q2 		$427M Sell
6,118,961
-32,178
-0.5% -$2.18M 2.73% 16
2019
Q1 		$399M Buy
6,151,139
+360,487
+6% +$22M 2.61% 16
2018
Q4 		$340M Sell
5,790,652
-89,753
-2% -$5.41M 2.43% 17
2018
Q3 		$364M Sell
5,880,405
-195,898
-3% -$12.4M 2.28% 19
2018
Q2 		$378M Buy
6,076,303
+1,889,303
+45% +$117M 2.42% 19
2018
Q1 		$262M Buy
4,187,000
+128,414
+3% +$7.81M 1.6% 27
2017
Q4 		$253M Sell
4,058,586
-431,434
-10% -$27.3M 1.55% 25
2017
Q3 		$293M Sell
4,490,020
-187,415
-4% -$12M 1.73% 26
2017
Q2 		$285M Sell
4,677,435
-4,758,585
-50% -$284M 1.71% 26
2017
Q1 		$524M Buy
9,436,020
+3,410,680
+57% +$173M 3.03% 13
2016
Q4 		$276M Sell
6,025,340
-365,303
-6% -$17M 1.69% 24
2016
Q3 		$341M Sell
6,390,643
-422,471
-6% -$22.3M 2.14% 24
2016
Q2 		$367M Sell
6,813,114
-233,994
-3% -$12M 2.24% 21
2016
Q1 		$358M Sell
7,047,108
-698,856
-9% -$34M 2.11% 23
2015
Q4 		$376M Sell
7,745,964
-384,090
-5% -$18.7M 2.14% 23
2015
Q3 		$373M Sell
8,130,054
-55,564
-0.7% -$2.66M 2.07% 24
2015
Q2 		$396M Sell
8,185,618
-234,479
-3% -$11.6M 2.06% 24
2015
Q1 		$395M Sell
8,420,097
-94,215
-1% -$4.52M 2.05% 23
2014
Q4 		$388M Sell
8,514,312
-115,131
-1% -$5.28M 1.93% 26
2014
Q3 		$407M Sell
8,629,443
-215,409
-2% -$10.6M 2.19% 24
2014
Q2 		$451M Sell
8,844,852
-176,862
-2% -$8.86M 2.37% 21
2014
Q1 		$434M Buy
9,021,714
+1,606,563
+22% +$72.5M 2.34% 22
2013
Q4 		$344M Buy
+7,415,151
New +$332M 1.8% 24

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fiduciary Management Inc's UL Position: Q1 2026 in Review

Fiduciary Management Inc reduced its Unilever (UL) stake by 11% in Q1 2026, selling an estimated $18.4M and leaving 2,294,923 shares worth $131M. The position accounts for 1.62% of the portfolio, ranked #30.

Fiduciary Management Inc first reported a position in UL in Q4 2013 and has held it in 50 quarters since. The position peaked at $524M in Q1 2017. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Fiduciary Management Inc held 2,294,923 shares of Unilever worth $131M as of Q1 2026.
  • Fiduciary Management Inc sold 273,795 Unilever shares in Q1 2026, an estimated $18.4M.
  • Unilever made up 1.62% of Fiduciary Management Inc's portfolio in Q1 2026, its #30 holding.
  • Fiduciary Management Inc first reported a position in Unilever in Q4 2013 and has held it in 50 quarters since.
  • Fiduciary Management Inc's Unilever position peaked at $524M in Q1 2017.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Fiduciary Management Inc's 13F filing for Q1 2026, filed 14 May 2026.