Financial Management Professionals’s Unilever UL Stock Holding History

Financial Management Professionals’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	$40.2K	Sell	669 -5	-0.7%	-$289	﹤0.01%	314
2026 Q1	$38.8K	Hold	674	–	–	﹤0.01%	287
2025 Q4	$44.1K	Sell	674 -4	-0.6%	-$269	﹤0.01%	266
2025 Q3	$45.2K	Sell	678 -9	-1%	-$621	﹤0.01%	265
2025 Q2	$47.3K	Hold	687	–	–	0.01%	261
2025 Q1	$46K	Sell	687 -16	-2%	-$1.03K	0.01%	275
2024 Q4	$44.9K	Sell	703 -49	-7%	-$3.31K	0.01%	289
2024 Q3	$55K	Buy	752 +70	+10%	+$4.84K	0.01%	259
2024 Q2	$42K	Buy	682 +140	+26%	+$8.27K	0.01%	283
2024 Q1	$31K	Buy	542 +234	+76%	+$13K	﹤0.01%	350
2023 Q4	$17K	Sell	308 -90	-23%	-$4.86K	﹤0.01%	442
2023 Q3	$22K	Hold	398	–	–	﹤0.01%	361
2023 Q2	$23K	Sell	398 -590	-60%	-$35K	﹤0.01%	378
2023 Q1	$58K	Buy	988 +687	+228%	+$39K	0.01%	259
2022 Q4	$17K	Hold	301	–	–	﹤0.01%	404
2022 Q3	$15K	Buy	301 +1	+0.3%	+$52	﹤0.01%	405
2022 Q2	$15K	Buy	300 +170	+131%	+$8.66K	﹤0.01%	417
2022 Q1	$7K	Buy	130 +6	+5%	+$334	﹤0.01%	592
2021 Q4	$8K	Sell	124 -19	-13%	-$1.13K	﹤0.01%	528
2021 Q3	$9K	Buy	143 +8	+6%	+$510	﹤0.01%	507
2021 Q2	$9K	Buy	135 +19	+16%	+$1.26K	﹤0.01%	423
2021 Q1	$7K	Sell	116 -232	-67%	-$14.8K	﹤0.01%	439
2020 Q4	$24K	Buy	348 +327	+1,557%	+$22.2K	0.01%	259
2020 Q3	$1K	Buy	+21	New	+$1.4K	﹤0.01%	587

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

Financial Management Professionals's UL Position: Q2 2026 in Review

Financial Management Professionals reduced its Unilever (UL) stake by 0.74% in Q2 2026, selling an estimated $289 and leaving 669 shares worth $40.2K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Financial Management Professionals first reported a position in UL in Q3 2020 and has held it in 24 quarters since. The position peaked at $58K in Q1 2023. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Financial Management Professionals held 669 shares of Unilever worth $40.2K as of Q2 2026.
Financial Management Professionals sold 5 Unilever shares in Q2 2026, an estimated $289.
Unilever made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #314 holding.
Financial Management Professionals first reported a position in Unilever in Q3 2020 and has held it in 24 quarters since.
Financial Management Professionals's Unilever position peaked at $58K in Q1 2023.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.