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Glenview Trust’s Unilever UL Stock Holding History

Glenview Trust’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 		$476K Sell
7,915
-135
-2% -$7.8K 0.01% 383
2026
Q1 		$459K Sell
8,050
-1,410
-15% -$94.5K 0.01% 373
2025
Q4 		$619K Buy
9,460
+32
+0.3% +$2.15K 0.01% 339
2025
Q3 		$629K Sell
9,428
-264
-3% -$18.2K 0.01% 350
2025
Q2 		$667K Buy
9,692
+657
+7% +$46.1K 0.01% 334
2025
Q1 		$605K Sell
9,035
-13
-0.1% -$839 0.01% 334
2024
Q4 		$577K Hold
9,048
– – 0.01% 334
2024
Q3 		$661K Sell
9,048
-72
-0.8% -$4.98K 0.01% 316
2024
Q2 		$564K Sell
9,120
-1,076
-11% -$63.6K 0.01% 326
2024
Q1 		$576K Sell
10,196
-336
-3% -$18.6K 0.01% 330
2023
Q4 		$574K Sell
10,532
-6
-0.1% -$324 0.01% 315
2023
Q3 		$586K Sell
10,538
-152
-1% -$8.79K 0.02% 290
2023
Q2 		$627K Buy
10,690
+771
+8% +$45.8K 0.02% 286
2023
Q1 		$579K Buy
9,919
+474
+5% +$26.9K 0.02% 293
2022
Q4 		$535K Sell
9,445
-223
-2% -$11.9K 0.02% 296
2022
Q3 		$477K Sell
9,668
-511
-5% -$26.7K 0.02% 284
2022
Q2 		$524K Buy
10,179
+857
+9% +$43.6K 0.02% 273
2022
Q1 		$478K Sell
9,322
-133
-1% -$7.4K 0.02% 306
2021
Q4 		$572K Buy
9,455
+21
+0.2% +$1.25K 0.02% 270
2021
Q3 		$576K Sell
9,434
-110
-1% -$7.01K 0.02% 248
2021
Q2 		$629K Buy
9,544
+742
+8% +$49.3K 0.02% 235
2021
Q1 		$553K Buy
8,802
+49
+0.6% +$3.12K 0.02% 247
2020
Q4 		$595K Buy
8,753
+5,761
+193% +$391K 0.03% 221
2020
Q3 		$208K Buy
+2,992
New +$200K 0.01% 322
2019
Q4 		– Sell
-2,992
Closed -$202K – 351
2019
Q3 		$202K Buy
+2,992
New +$207K 0.01% 341

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

Glenview Trust's UL Position: Q2 2026 in Review

Glenview Trust reduced its Unilever (UL) stake by 1.7% in Q2 2026, selling an estimated $7.8K and leaving 7,915 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #383.

Glenview Trust first reported a position in UL in Q3 2019 and has held it in 25 quarters since. The position peaked at $667K in Q2 2025. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Glenview Trust held 7,915 shares of Unilever worth $476K as of Q2 2026.
  • Glenview Trust sold 135 Unilever shares in Q2 2026, an estimated $7.8K.
  • Unilever made up 0.01% of Glenview Trust's portfolio in Q2 2026, its #383 holding.
  • Glenview Trust first reported a position in Unilever in Q3 2019 and has held it in 25 quarters since.
  • Glenview Trust's Unilever position peaked at $667K in Q2 2025.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.