Gradient Investments’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.18M | Buy |
86,208
+9,804
| +13% | +$567K | 0.07% | 200 |
|
|
2026
Q1 | $4.35M | Buy |
+76,404
| New | +$5.12M | 0.07% | 205 |
|
|
2024
Q3 | – | Sell |
-53
| Closed | -$3.3K | – | 1227 |
|
|
2024
Q2 | $3.3K | Buy |
+53
| New | +$3.13K | ﹤0.01% | 914 |
|
|
2024
Q1 | – | Sell |
-214
| Closed | -$11.7K | – | 1803 |
|
|
2023
Q4 | $11.7K | Buy |
214
+2
| +0.9% | +$108 | ﹤0.01% | 810 |
|
|
2023
Q3 | $11.8K | Buy |
212
+79
| +59% | +$4.57K | ﹤0.01% | 779 |
|
|
2023
Q2 | $7.82K | Buy |
133
+32
| +32% | +$1.9K | ﹤0.01% | 857 |
|
|
2023
Q1 | $5.92K | Buy |
101
+17
| +20% | +$966 | ﹤0.01% | 913 |
|
|
2022
Q4 | $4.78K | Sell |
84
-182
| -68% | -$9.74K | ﹤0.01% | 936 |
|
|
2022
Q3 | $13K | Buy |
266
+182
| +217% | +$9.51K | ﹤0.01% | 756 |
|
|
2022
Q2 | $4K | Hold |
84
| – | – | ﹤0.01% | 950 |
|
|
2022
Q1 | $4K | Hold |
84
| – | – | ﹤0.01% | 945 |
|
|
2021
Q4 | $5K | Hold |
84
| – | – | ﹤0.01% | 949 |
|
|
2021
Q3 | $5K | Sell |
84
-127
| -60% | -$8.09K | ﹤0.01% | 893 |
|
|
2021
Q2 | $14K | Buy |
211
+99
| +88% | +$6.58K | ﹤0.01% | 702 |
|
|
2021
Q1 | $7K | Sell |
112
-8,506
| -99% | -$542K | ﹤0.01% | 840 |
|
|
2020
Q4 | $598K | Sell |
8,618
-861
| -9% | -$58.4K | 0.03% | 179 |
|
|
2020
Q3 | $658K | Sell |
9,479
-1,104
| -10% | -$73.7K | 0.03% | 178 |
|
|
2020
Q2 | $653K | Sell |
10,583
-11,550
| -52% | -$690K | 0.03% | 175 |
|
|
2020
Q1 | $1.26M | Sell |
22,133
-564
| -2% | -$35.4K | 0.07% | 152 |
|
|
2019
Q4 | $1.46M | Buy |
+22,697
| New | +$1.51M | 0.07% | 168 |
|
|
2019
Q1 | – | Sell |
-323
| Closed | -$19K | – | 1006 |
|
|
2018
Q4 | $19K | Buy |
323
+103
| +47% | +$6.21K | ﹤0.01% | 463 |
|
|
2018
Q3 | $14K | Hold |
220
| – | – | ﹤0.01% | 571 |
|
|
2018
Q2 | $14K | Buy |
220
+210
| +2,100% | +$13K | ﹤0.01% | 553 |
|
|
2018
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 951 |
|
|
2017
Q4 | $1K | Buy |
+10
| New | +$634 | ﹤0.01% | 961 |
|
|
2017
Q3 | – | Sell |
-62
| Closed | -$4K | – | 680 |
|
|
2017
Q2 | $4K | Sell |
62
-37
| -37% | -$2.21K | ﹤0.01% | 626 |
|
|
2017
Q1 | $5K | Buy |
+99
| New | +$5.01K | ﹤0.01% | 619 |
|
|
2014
Q2 | – | Sell |
-177
| Closed | -$9K | – | 568 |
|
|
2014
Q1 | $9K | Buy |
177
+122
| +222% | +$5.51K | ﹤0.01% | 355 |
|
|
2013
Q4 | $3K | Buy |
+55
| New | +$2.46K | ﹤0.01% | 482 |
|
Other funds holding UL
Gradient Investments's UL Position: Q2 2026 in Review
Gradient Investments increased its Unilever (UL) stake by 13% in Q2 2026, buying an estimated $567K and bringing the position to 86,208 shares worth $5.18M. The position accounts for 0.07% of the portfolio, ranked #200.
Gradient Investments first reported a position in UL in Q4 2013 and has held it in 29 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.
- Gradient Investments held 86,208 shares of Unilever worth $5.18M as of Q2 2026.
- Gradient Investments bought 9,804 Unilever shares in Q2 2026, an estimated $567K.
- Unilever made up 0.07% of Gradient Investments's portfolio in Q2 2026, its #200 holding.
- Gradient Investments first reported a position in Unilever in Q4 2013 and has held it in 29 quarters since.
- 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.
Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.