FPL
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Fortress Private Ledger’s Unilever UL Stock Holding History

Fortress Private Ledger’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 		$658K Buy
10,950
+1,692
+18% +$97.8K 0.18% 127
2026
Q1 		$527K Buy
9,258
+1,725
+23% +$116K 0.16% 126
2025
Q4 		$493K Sell
7,533
-123
-2% -$8.27K 0.16% 120
2025
Q3 		$511K Buy
7,656
+1,730
+29% +$119K 0.19% 106
2025
Q2 		$408K Buy
5,926
+1,657
+39% +$116K 0.19% 107
2025
Q1 		$286K Buy
+4,269
New +$275K 0.16% 132

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fortress Private Ledger's UL Position: Q2 2026 in Review

Fortress Private Ledger increased its Unilever (UL) stake by 18% in Q2 2026, buying an estimated $97.8K and bringing the position to 10,950 shares worth $658K. The position accounts for 0.18% of the portfolio, ranked #127.

Fortress Private Ledger first reported a position in UL in Q1 2025 and has held it in 6 quarters since. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Fortress Private Ledger held 10,950 shares of Unilever worth $658K as of Q2 2026.
  • Fortress Private Ledger bought 1,692 Unilever shares in Q2 2026, an estimated $97.8K.
  • Unilever made up 0.18% of Fortress Private Ledger's portfolio in Q2 2026, its #127 holding.
  • Fortress Private Ledger first reported a position in Unilever in Q1 2025 and has held it in 6 quarters since.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Fortress Private Ledger's 13F filing for Q2 2026, filed 7 Aug 2026.