Fielder Capital Group’s Unilever UL Stock Holding History

Fielder Capital Group’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	$267K	Sell	4,435 -140	-3%	-$8.09K	0.06%	237
2026 Q1	$261K	Sell	4,575 -1	-0%	-$67	0.06%	220
2025 Q4	$299K	Buy	4,576 +12	+0.3%	+$806	0.06%	188
2025 Q3	$304K	Hold	4,564	–	–	0.07%	170
2025 Q2	$314K	Sell	4,564 -699	-13%	-$49K	0.08%	157
2025 Q1	$353K	Hold	5,263	–	–	0.1%	131
2024 Q4	$336K	Buy	5,263 +355	+7%	+$24K	0.1%	133
2024 Q3	$359K	Hold	4,908	–	–	0.12%	114
2024 Q2	$304K	Buy	+4,908	New	+$290K	0.12%	118

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

Fielder Capital Group's UL Position: Q2 2026 in Review

Fielder Capital Group reduced its Unilever (UL) stake by 3.1% in Q2 2026, selling an estimated $8.09K and leaving 4,435 shares worth $267K. The position accounts for 0.06% of the portfolio, ranked #237.

Fielder Capital Group first reported a position in UL in Q2 2024 and has held it in 9 quarters since. The position peaked at $359K in Q3 2024. 1,193 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Fielder Capital Group held 4,435 shares of Unilever worth $267K as of Q2 2026.
Fielder Capital Group sold 140 Unilever shares in Q2 2026, an estimated $8.09K.
Unilever made up 0.06% of Fielder Capital Group's portfolio in Q2 2026, its #237 holding.
Fielder Capital Group first reported a position in Unilever in Q2 2024 and has held it in 9 quarters since.
Fielder Capital Group's Unilever position peaked at $359K in Q3 2024.
1,193 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Fielder Capital Group's 13F filing for Q2 2026, filed 6 Aug 2026.