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GHP Investment Advisors’s Unilever UL Stock Holding History

GHP Investment 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 		$70.5K Sell
1,172
-50
-4% -$2.89K ﹤0.01% 524
2026
Q1 		$69.6K Sell
1,222
-179
-13% -$12K ﹤0.01% 502
2025
Q4 		$91.6K Buy
1,401
+88
+7% +$5.91K ﹤0.01% 456
2025
Q3 		$87.6K Hold
1,313
– – ﹤0.01% 452
2025
Q2 		$90.3K Hold
1,313
– – ﹤0.01% 444
2025
Q1 		$88K Hold
1,313
– – ﹤0.01% 439
2024
Q4 		$83.7K Sell
1,313
-466
-26% -$31.5K ﹤0.01% 448
2024
Q3 		$130K Buy
1,779
+137
+8% +$9.47K 0.01% 419
2024
Q2 		$102K Hold
1,642
– – 0.01% 428
2024
Q1 		$92.7K Sell
1,642
-166
-9% -$9.2K ﹤0.01% 437
2023
Q4 		$98.6K Sell
1,808
-94
-5% -$5.07K 0.01% 430
2023
Q3 		$102K Sell
1,902
-172
-8% -$9.94K 0.01% 429
2023
Q2 		$121K Sell
2,074
-1,017
-33% -$60.4K 0.01% 418
2023
Q1 		$181K Sell
3,091
-89
-3% -$5.06K 0.01% 382
2022
Q4 		$180K Buy
3,180
+137
+5% +$7.33K 0.01% 377
2022
Q3 		$150K Sell
3,043
-94
-3% -$4.91K 0.01% 381
2022
Q2 		$162K Hold
3,137
– – 0.01% 369
2022
Q1 		$161K Buy
+3,137
New +$175K 0.01% 382
2021
Q4 		– Sell
-3,475
Closed -$212K – 325
2021
Q3 		$212K Sell
3,475
-1,577
-31% -$100K 0.02% 296
2021
Q2 		$333K Hold
5,052
– – 0.03% 256
2021
Q1 		$317K Hold
5,052
– – 0.03% 254
2020
Q4 		$343K Buy
+5,052
New +$343K 0.03% 243

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

GHP Investment Advisors's UL Position: Q2 2026 in Review

GHP Investment Advisors reduced its Unilever (UL) stake by 4.1% in Q2 2026, selling an estimated $2.89K and leaving 1,172 shares worth $70.5K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

GHP Investment Advisors first reported a position in UL in Q4 2020 and has held it in 22 quarters since. The position peaked at $343K in Q4 2020. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • GHP Investment Advisors held 1,172 shares of Unilever worth $70.5K as of Q2 2026.
  • GHP Investment Advisors sold 50 Unilever shares in Q2 2026, an estimated $2.89K.
  • Unilever made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #524 holding.
  • GHP Investment Advisors first reported a position in Unilever in Q4 2020 and has held it in 22 quarters since.
  • GHP Investment Advisors's Unilever position peaked at $343K in Q4 2020.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.