Fort Sheridan Advisors’s Unilever UL Stock Holding History

Fort Sheridan Advisors’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	$237K	Hold	3,939	–	–	0.03%	264
2026 Q1	$224K	Buy	3,939 +69	+2%	+$4.63K	0.03%	265
2025 Q4	$253K	Sell	3,870 -1	-0%	-$67	0.03%	230
2025 Q3	$258K	Hold	3,871	–	–	0.03%	227
2025 Q2	$266K	Hold	3,871	–	–	0.04%	215
2025 Q1	$259K	Hold	3,871	–	–	0.04%	211
2024 Q4	$247K	Hold	3,871	–	–	0.04%	226
2024 Q3	$283K	Hold	3,871	–	–	0.04%	207
2024 Q2	$239K	Hold	3,871	–	–	0.04%	209
2024 Q1	$219K	Hold	3,871	–	–	0.04%	189
2023 Q4	$211K	Sell	3,871 -39	-1%	-$2.1K	0.04%	185
2023 Q3	$217K	Hold	3,910	–	–	0.05%	174
2023 Q2	$229K	Hold	3,910	–	–	0.05%	172
2023 Q1	$228K	Buy	+3,910	New	+$222K	0.06%	175

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

Fort Sheridan Advisors's UL Position: Q2 2026 in Review

Fort Sheridan Advisors held its Unilever (UL) position steady in Q2 2026 at 3,939 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #264.

Fort Sheridan Advisors first reported a position in UL in Q1 2023 and has held it in 14 quarters since. The position peaked at $283K in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Fort Sheridan Advisors held 3,939 shares of Unilever worth $237K as of Q2 2026.
Fort Sheridan Advisors left its Unilever share count unchanged in Q2 2026.
Unilever made up 0.03% of Fort Sheridan Advisors's portfolio in Q2 2026, its #264 holding.
Fort Sheridan Advisors first reported a position in Unilever in Q1 2023 and has held it in 14 quarters since.
Fort Sheridan Advisors's Unilever position peaked at $283K in Q3 2024.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.