Fulcrum Capital’s Unilever UL Stock Holding History

Fulcrum Capital’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	$267K	Sell	4,441 -603	-12%	-$34.9K	0.05%	88
2026 Q1	$287K	Buy	5,044 +358	+8%	+$24K	0.06%	84
2025 Q4	$306K	Buy	4,686 +313	+7%	+$21K	0.06%	87
2025 Q3	$292K	Sell	4,373 -1,190	-21%	-$82.1K	0.06%	90
2025 Q2	$383K	Hold	5,563	–	–	0.08%	74
2025 Q1	$373K	Buy	5,563 +599	+12%	+$38.6K	0.08%	74
2024 Q4	$317K	Buy	4,964 +324	+7%	+$21.9K	0.07%	94
2024 Q3	$339K	Hold	4,640	–	–	0.07%	87
2024 Q2	$287K	Hold	4,640	–	–	0.07%	90
2024 Q1	$262K	Buy	4,640 +351	+8%	+$19.4K	0.06%	99
2023 Q4	$234K	Hold	4,289	–	–	0.06%	107
2023 Q3	$238K	Buy	4,289 +109	+3%	+$6.3K	0.07%	95
2023 Q2	$245K	Hold	4,180	–	–	0.06%	105
2023 Q1	$244K	Buy	+4,180	New	+$237K	0.07%	105

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 22.9% 1-Year Est. Return

Fulcrum Capital's UL Position: Q2 2026 in Review

Fulcrum Capital reduced its Unilever (UL) stake by 12% in Q2 2026, selling an estimated $34.9K and leaving 4,441 shares worth $267K. The position accounts for 0.05% of the portfolio, ranked #88.

Fulcrum Capital first reported a position in UL in Q1 2023 and has held it in 14 quarters since. The position peaked at $383K in Q2 2025. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Fulcrum Capital held 4,441 shares of Unilever worth $267K as of Q2 2026.
Fulcrum Capital sold 603 Unilever shares in Q2 2026, an estimated $34.9K.
Unilever made up 0.05% of Fulcrum Capital's portfolio in Q2 2026, its #88 holding.
Fulcrum Capital first reported a position in Unilever in Q1 2023 and has held it in 14 quarters since.
Fulcrum Capital's Unilever position peaked at $383K in Q2 2025.
1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.