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Gryphon Financial Partners’s Unilever UL Stock Holding History

Gryphon Financial 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 		$546K Buy
9,079
+927
+11% +$53.6K 0.05% 224
2026
Q1 		$464K Buy
8,152
+895
+12% +$60K 0.05% 227
2025
Q4 		$475K Buy
7,257
+733
+11% +$49.3K 0.05% 213
2025
Q3 		$435K Buy
6,524
+219
+3% +$15.1K 0.05% 212
2025
Q2 		$434K Buy
6,305
+808
+15% +$56.7K 0.06% 199
2025
Q1 		$368K Buy
5,497
+506
+10% +$32.6K 0.05% 194
2024
Q4 		$318K Buy
4,991
+99
+2% +$6.68K 0.05% 194
2024
Q3 		$358K Buy
4,892
+1,604
+49% +$111K 0.05% 205
2024
Q2 		$203K Buy
+3,288
New +$194K 0.03% 264
2019
Q1 		– Sell
-4,132
Closed -$251K – 184
2018
Q4 		$251K Buy
+4,132
New +$249K 0.06% 169
2018
Q3 		– Sell
-801
Closed -$50K – 780
2018
Q2 		$50K Sell
801
-2
-0.2% -$124 0.02% 226
2018
Q1 		$50K Sell
803
-25
-3% -$1.52K 0.03% 226
2017
Q4 		$52K Buy
+828
New +$52.5K 0.03% 237

Other funds holding UL

Wellington Management Group
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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 22.9% 1-Year Est. Return

Gryphon Financial Partners's UL Position: Q2 2026 in Review

Gryphon Financial Partners increased its Unilever (UL) stake by 11% in Q2 2026, buying an estimated $53.6K and bringing the position to 9,079 shares worth $546K. The position accounts for 0.05% of the portfolio, ranked #224.

Gryphon Financial Partners first reported a position in UL in Q4 2017 and has held it in 13 quarters since. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Gryphon Financial Partners held 9,079 shares of Unilever worth $546K as of Q2 2026.
  • Gryphon Financial Partners bought 927 Unilever shares in Q2 2026, an estimated $53.6K.
  • Unilever made up 0.05% of Gryphon Financial Partners's portfolio in Q2 2026, its #224 holding.
  • Gryphon Financial Partners first reported a position in Unilever in Q4 2017 and has held it in 13 quarters since.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Gryphon Financial Partners's 13F filing for Q2 2026, filed 5 Aug 2026.