Guardian Capital (Canada)’s Unilever UL Stock Holding History

Guardian Capital (Canada)’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	$9.14M	Buy	151,981 +6,935	+5%	+$401K	0.22%	73
2026 Q1	$8.26M	Buy	145,046 +4,404	+3%	+$295K	0.22%	75
2025 Q4	$9.2M	Sell	140,642 -6,338	-4%	-$426K	0.27%	65
2025 Q3	$9.8M	Buy	146,980 +9,643	+7%	+$666K	0.32%	66
2025 Q2	$9.45M	Buy	137,337 +2,765	+2%	+$194K	0.33%	64
2025 Q1	$9.02M	Buy	134,572 +248	+0.2%	+$16K	0.35%	64
2024 Q4	$8.57M	Buy	134,324 +1,469	+1%	+$99.2K	0.32%	66
2024 Q3	$9.71M	Sell	132,855 -184	-0.1%	-$12.7K	0.36%	62
2024 Q2	$8.23M	Sell	133,039 -669	-0.5%	-$39.5K	0.31%	63
2024 Q1	$7.55M	Buy	133,708 +23	+0%	+$1.27K	0.26%	64
2023 Q4	$7.29M	Sell	133,685 -2,107	-2%	-$114K	0.26%	65
2023 Q3	$7.55M	Sell	135,792 -10,804	-7%	-$624K	0.28%	66
2023 Q2	$8.6M	Sell	146,596 -704	-0.5%	-$41.8K	0.28%	65
2023 Q1	$8.61M	Sell	147,300 -716	-0.5%	-$40.7K	0.27%	67
2022 Q4	$8.38M	Sell	148,016 -769	-0.5%	-$41.2K	0.28%	67
2022 Q3	$7.34M	Sell	148,785 -422	-0.3%	-$22K	0.25%	67
2022 Q2	$7.69M	Buy	149,207 +1,686	+1%	+$85.9K	0.24%	72
2022 Q1	$7.56M	Sell	147,521 -6,139	-4%	-$342K	0.15%	79
2021 Q4	$9.3M	Sell	153,660 -29,577	-16%	-$1.76M	0.18%	74
2021 Q3	$11.2M	Sell	183,237 -1,620	-0.9%	-$103K	0.23%	69
2021 Q2	$12.2M	Sell	184,857 -15,547	-8%	-$1.03M	0.24%	67
2021 Q1	$12.6M	Sell	200,404 -63,016	-24%	-$4.01M	0.21%	68
2020 Q4	$17.9M	Buy	+263,420	New	+$17.9M	0.42%	47
2020 Q1	–	Sell	-9,255	Closed	-$595K	–	164
2019 Q4	$595K	Sell	9,255 -9,025	-49%	-$599K	0.01%	129
2019 Q3	$1.24M	Buy	18,280 +6,454	+55%	+$447K	0.02%	104
2019 Q2	$824K	Hold	11,826	–	–	0.02%	114
2019 Q1	$768K	Sell	11,826 -3	-0%	-$183	0.01%	117
2018 Q4	$695K	Sell	11,829 -1,010	-8%	-$60.9K	0.01%	112
2018 Q3	$794K	Buy	12,839 +566	+5%	+$35.7K	0.01%	119
2018 Q2	$763K	Sell	12,273 -3,686	-23%	-$229K	0.01%	127
2018 Q1	$997K	Sell	15,959 -3,614	-18%	-$220K	0.02%	128
2017 Q4	$1.22M	Sell	19,573 -2,297	-11%	-$146K	0.02%	118
2017 Q3	$1.43M	Sell	21,870 -1,894	-8%	-$122K	0.02%	135
2017 Q2	$1.45M	Sell	23,764 -1,783	-7%	-$106K	0.02%	139
2017 Q1	$1.42M	Sell	25,547 -1,788	-7%	-$90.5K	0.02%	136
2016 Q4	$1.25M	Sell	27,335 -2,654	-9%	-$124K	0.02%	135
2016 Q3	$1.6M	Buy	29,989 +2,178	+8%	+$115K	0.03%	127
2016 Q2	$1.5M	Buy	27,811 +6,912	+33%	+$355K	0.02%	129
2016 Q1	$1.06M	Sell	20,899 -7,046	-25%	-$343K	0.02%	128
2015 Q4	$1.36M	Buy	27,945 +1,363	+5%	+$66.5K	0.03%	128
2015 Q3	$1.22M	Sell	26,582 -548	-2%	-$26.2K	0.02%	128
2015 Q2	$1.31M	Sell	27,130 -2,301	-8%	-$114K	0.02%	137
2015 Q1	$1.38M	Sell	29,431 -733	-2%	-$35.1K	0.02%	129
2014 Q4	$1.37M	Sell	30,164 -449	-1%	-$20.6K	0.02%	122
2014 Q3	$1.44M	Buy	30,613 +286	+0.9%	+$14.1K	0.02%	124
2014 Q2	$1.55M	Sell	30,327 -2,189	-7%	-$110K	0.02%	123
2014 Q1	$1.56M	Sell	32,516 -6,829	-17%	-$308K	0.02%	122
2013 Q4	$1.82M	Sell	39,345 -1,298	-3%	-$58.1K	0.03%	107
2013 Q3	$1.76M	Sell	40,643 -105,568	-72%	-$4.79M	0.03%	121
2013 Q2	$6.65M	Buy	+146,211	New	+$6.95M	0.12%	85

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

Guardian Capital (Canada)'s UL Position: Q2 2026 in Review

Guardian Capital (Canada) increased its Unilever (UL) stake by 4.8% in Q2 2026, buying an estimated $401K and bringing the position to 151,981 shares worth $9.14M. The position accounts for 0.22% of the portfolio, ranked #73.

Guardian Capital (Canada) first reported a position in UL in Q2 2013 and has held it in 50 quarters since. The position peaked at $17.9M in Q4 2020. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Guardian Capital (Canada) held 151,981 shares of Unilever worth $9.14M as of Q2 2026.
Guardian Capital (Canada) bought 6,935 Unilever shares in Q2 2026, an estimated $401K.
Unilever made up 0.22% of Guardian Capital (Canada)'s portfolio in Q2 2026, its #73 holding.
Guardian Capital (Canada) first reported a position in Unilever in Q2 2013 and has held it in 50 quarters since.
Guardian Capital (Canada)'s Unilever position peaked at $17.9M in Q4 2020.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Guardian Capital (Canada)'s 13F filing for Q2 2026, filed 14 Aug 2026.