Financial Perspectives’s Unilever UL Stock Holding History

Financial Perspectives’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	$33.9K	Buy	564 +1	+0.2%	+$58	0.01%	389
2026 Q1	$32.1K	Hold	563	–	–	0.01%	379
2025 Q4	$36.8K	Sell	563 -2	-0.4%	-$134	0.01%	350
2025 Q3	$37.7K	Buy	565 +1	+0.2%	+$69	0.01%	353
2025 Q2	$38.9K	Hold	564	–	–	0.01%	336
2025 Q1	$37.8K	Hold	564	–	–	0.01%	327
2024 Q4	$36K	Hold	564	–	–	0.01%	336
2024 Q3	$41.2K	Hold	564	–	–	0.01%	301
2024 Q2	$34.9K	Hold	564	–	–	0.01%	312
2024 Q1	$31.8K	Hold	564	–	–	0.01%	323
2023 Q4	$30.7K	Hold	564	–	–	0.01%	322
2023 Q3	$31.3K	Hold	564	–	–	0.01%	308
2023 Q2	$33K	Hold	564	–	–	0.01%	307
2023 Q1	$32.9K	Hold	564	–	–	0.02%	303
2022 Q4	$31.9K	Hold	564	–	–	0.02%	307
2022 Q3	$27.8K	Hold	564	–	–	0.02%	307
2022 Q2	$29.1K	Hold	564	–	–	0.02%	303
2022 Q1	$28.9K	Hold	564	–	–	0.01%	316
2021 Q4	$34.1K	Hold	564	–	–	0.02%	286
2021 Q3	$34.4K	Hold	564	–	–	0.02%	282
2021 Q2	$37.1K	Hold	564	–	–	0.02%	291
2021 Q1	$35.4K	Hold	564	–	–	0.02%	284
2020 Q4	$38.3K	Buy	564 +426	+309%	+$28.9K	0.02%	253
2020 Q3	$9.56K	Hold	138	–	–	0.01%	377
2020 Q2	$8.51K	Hold	138	–	–	0.01%	366
2020 Q1	$7.84K	Hold	138	–	–	0.01%	346
2019 Q4	$8.86K	Buy	+138	New	+$9.17K	0.01%	344

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 Perspectives's UL Position: Q2 2026 in Review

Financial Perspectives increased its Unilever (UL) stake by 0.18% in Q2 2026, buying an estimated $58 and bringing the position to 564 shares worth $33.9K. The position accounts for 0.01% of the portfolio, ranked #389.

Financial Perspectives first reported a position in UL in Q4 2019 and has held it in 27 quarters since. The position peaked at $41.2K in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Financial Perspectives held 564 shares of Unilever worth $33.9K as of Q2 2026.
Financial Perspectives bought 1 Unilever share in Q2 2026, an estimated $58.
Unilever made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #389 holding.
Financial Perspectives first reported a position in Unilever in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Unilever position peaked at $41.2K in Q3 2024.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.