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Great Diamond Partners’s Unilever UL Stock Holding History

Great Diamond Partners’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 		$515K Sell
8,560
-215
-2% -$12.4K 0.09% 160
2026
Q1 		$500K Sell
8,775
-179
-2% -$12K 0.1% 159
2025
Q4 		$586K Sell
8,954
-412
-4% -$27.7K 0.11% 147
2025
Q3 		$625K Sell
9,366
-863
-8% -$59.6K 0.12% 139
2025
Q2 		$704K Buy
10,229
+6,505
+175% +$456K 0.15% 129
2025
Q1 		$250K Sell
3,724
-128
-3% -$8.26K 0.07% 152
2024
Q4 		$246K Sell
3,852
-346
-8% -$23.4K 0.06% 156
2024
Q3 		$307K Sell
4,198
-1,547
-27% -$107K 0.08% 148
2024
Q2 		$355K Sell
5,745
-707
-11% -$41.8K 0.08% 153
2024
Q1 		$364K Buy
6,452
+44
+0.7% +$2.44K 0.08% 157
2023
Q4 		$349K Sell
6,408
-30
-0.5% -$1.62K 0.09% 160
2023
Q3 		$358K Buy
6,438
+26
+0.4% +$1.5K 0.1% 154
2023
Q2 		$376K Buy
6,412
+57
+0.9% +$3.38K 0.1% 150
2023
Q1 		$371K Sell
6,355
-151
-2% -$8.58K 0.11% 142
2022
Q4 		$369K Buy
6,506
+94
+1% +$5.03K 0.11% 141
2022
Q3 		$316K Sell
6,412
-93
-1% -$4.86K 0.11% 152
2022
Q2 		$335K Buy
6,505
+78
+1% +$3.97K 0.11% 151
2022
Q1 		$329K Buy
6,427
+2,894
+82% +$161K 0.09% 163
2021
Q4 		$213K Sell
3,533
-251
-7% -$14.9K 0.05% 210
2021
Q3 		$230K Buy
3,784
+268
+8% +$17.1K 0.06% 191
2021
Q2 		$231K Buy
3,516
+116
+3% +$7.71K 0.07% 186
2021
Q1 		$213K Buy
3,400
+110
+3% +$7K 0.07% 191
2020
Q4 		$223K Buy
+3,290
New +$223K 0.07% 169
2020
Q1 		– Sell
-129
Closed -$8K – 568
2019
Q4 		$8K Buy
+129
New +$8.57K ﹤0.01% 578

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

Great Diamond Partners's UL Position: Q2 2026 in Review

Great Diamond Partners reduced its Unilever (UL) stake by 2.5% in Q2 2026, selling an estimated $12.4K and leaving 8,560 shares worth $515K. The position accounts for 0.09% of the portfolio, ranked #160.

Great Diamond Partners first reported a position in UL in Q4 2019 and has held it in 24 quarters since. The position peaked at $704K in Q2 2025. 1,192 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Great Diamond Partners held 8,560 shares of Unilever worth $515K as of Q2 2026.
  • Great Diamond Partners sold 215 Unilever shares in Q2 2026, an estimated $12.4K.
  • Unilever made up 0.09% of Great Diamond Partners's portfolio in Q2 2026, its #160 holding.
  • Great Diamond Partners first reported a position in Unilever in Q4 2019 and has held it in 24 quarters since.
  • Great Diamond Partners's Unilever position peaked at $704K in Q2 2025.
  • 1,192 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.