FRM
UL icon

Fox Run Management’s Unilever UL Stock Holding History

Fox Run Management’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 		$806K Buy
13,400
+1,951
+17% +$113K 0.13% 268
2026
Q1 		$687K Buy
+11,449
New +$767K 0.12% 303
2025
Q4 		– Sell
-24,350
Closed -$1.62M – 1280
2025
Q3 		$1.62M Buy
24,350
+5,702
+31% +$394K 0.25% 66
2025
Q2 		$1.28M Sell
18,648
-597
-3% -$41.9K 0.21% 121
2025
Q1 		$1.29M Buy
19,245
+2,575
+15% +$166K 0.2% 121
2024
Q4 		$1.06M Buy
16,670
+2,260
+16% +$153K 0.19% 137
2024
Q3 		$1.05M Buy
14,410
+7,154
+99% +$495K 0.23% 105
2024
Q2 		$449K Buy
+7,256
New +$429K 0.08% 442
2023
Q2 		– Sell
-6,132
Closed -$358K – 975
2023
Q1 		$358K Buy
+6,132
New +$348K 0.12% 350
2022
Q3 		– Sell
-12,467
Closed -$643K – 836
2022
Q2 		$643K Buy
+12,467
New +$635K 0.32% 58
2020
Q1 		– Sell
-6,503
Closed -$418K – 369
2019
Q4 		$418K Buy
+6,503
New +$432K 0.34% 75
2017
Q1 		– Sell
-12,267
Closed -$562K – 753
2016
Q4 		$562K Buy
+12,267
New +$572K 0.3% 97
2016
Q3 		– Sell
-17,244
Closed -$929K – 703
2016
Q2 		$929K Buy
+17,244
New +$885K 0.45% 13
2016
Q1 		– Sell
-6,222
Closed -$302K – 561
2015
Q4 		$302K Buy
+6,222
New +$304K 0.23% 162

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

Fox Run Management's UL Position: Q2 2026 in Review

Fox Run Management increased its Unilever (UL) stake by 17% in Q2 2026, buying an estimated $113K and bringing the position to 13,400 shares worth $806K. The position accounts for 0.13% of the portfolio, ranked #268.

Fox Run Management first reported a position in UL in Q4 2015 and has held it in 14 quarters since. The position peaked at $1.62M in Q3 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Fox Run Management held 13,400 shares of Unilever worth $806K as of Q2 2026.
  • Fox Run Management bought 1,951 Unilever shares in Q2 2026, an estimated $113K.
  • Unilever made up 0.13% of Fox Run Management's portfolio in Q2 2026, its #268 holding.
  • Fox Run Management first reported a position in Unilever in Q4 2015 and has held it in 14 quarters since.
  • Fox Run Management's Unilever position peaked at $1.62M in Q3 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.