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Guardian Partners’s Unilever UL Stock Holding History

Guardian 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 		$1.77M Sell
29,424
-15,194
-34% -$878K 0.16% 88
2026
Q1 		$2.55M Sell
44,618
-1,150
-3% -$77.1K 0.21% 79
2025
Q4 		$3.23M Buy
45,768
+4,340
+10% +$292K 0.26% 76
2025
Q3 		$2.74M Buy
41,428
+687
+2% +$47.4K 0.23% 82
2025
Q2 		$2.79M Sell
40,741
-3,667
-8% -$257K 0.25% 81
2025
Q1 		$3.21M Sell
44,408
-570
-1% -$36.8K 0.33% 76
2024
Q4 		$2.84M Buy
+44,978
New +$3.04M 0.29% 78

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

Guardian Partners's UL Position: Q2 2026 in Review

Guardian Partners reduced its Unilever (UL) stake by 34% in Q2 2026, selling an estimated $878K and leaving 29,424 shares worth $1.77M. The position accounts for 0.16% of the portfolio, ranked #88.

Guardian Partners first reported a position in UL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.23M in Q4 2025. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Guardian Partners held 29,424 shares of Unilever worth $1.77M as of Q2 2026.
  • Guardian Partners sold 15,194 Unilever shares in Q2 2026, an estimated $878K.
  • Unilever made up 0.16% of Guardian Partners's portfolio in Q2 2026, its #88 holding.
  • Guardian Partners first reported a position in Unilever in Q4 2024 and has held it in 7 quarters since.
  • Guardian Partners's Unilever position peaked at $3.23M in Q4 2025.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.