Gold Investment Management’s Unilever UL Stock Holding History

Gold Investment 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	$1.26K	Hold	21	–	–	﹤0.01%	196
2026 Q1	$1.2K	Hold	21	–	–	﹤0.01%	194
2025 Q4	$1.37K	Sell	21 -1	-5%	-$67	﹤0.01%	197
2025 Q3	$1.48K	Hold	22	–	–	﹤0.01%	193
2025 Q2	$1.54K	Hold	22	–	–	﹤0.01%	192
2025 Q1	$1.49K	Hold	22	–	–	﹤0.01%	205
2024 Q4	$1.42K	Hold	22	–	–	﹤0.01%	207
2024 Q3	$1.62K	Hold	22	–	–	﹤0.01%	199
2024 Q2	$1.38K	Hold	22	–	–	﹤0.01%	205
2024 Q1	$1.25K	Hold	22	–	–	﹤0.01%	204
2023 Q4	$1.21K	Buy	+22	New	+$1.19K	﹤0.01%	202

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 22.96% 1-Year Est. Return

Gold Investment Management's UL Position: Q2 2026 in Review

Gold Investment Management held its Unilever (UL) position steady in Q2 2026 at 21 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #196.

Gold Investment Management first reported a position in UL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.62K in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Gold Investment Management held 21 shares of Unilever worth $1.26K as of Q2 2026.
Gold Investment Management left its Unilever share count unchanged in Q2 2026.
Unilever made up ﹤0.01% of Gold Investment Management's portfolio in Q2 2026, its #196 holding.
Gold Investment Management first reported a position in Unilever in Q4 2023 and has held it in 11 quarters since.
Gold Investment Management's Unilever position peaked at $1.62K in Q3 2024.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Gold Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.