GW&K Investment Management’s Unilever UL Stock Holding History

GW&K Investment Management’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	$19K	Sell	315 -5	-2%	-$289	﹤0.01%	806
2026 Q1	$18K	Buy	320 +40	+14%	+$2.68K	﹤0.01%	798
2025 Q4	$18K	Hold	280	–	–	﹤0.01%	773
2025 Q3	$19K	Hold	280	–	–	﹤0.01%	760
2025 Q2	$19K	Hold	280	–	–	﹤0.01%	736
2025 Q1	$19K	Hold	280	–	–	﹤0.01%	670
2024 Q4	$18K	Hold	280	–	–	﹤0.01%	651
2024 Q3	$20K	Buy	280 +3	+1%	+$207	﹤0.01%	616
2024 Q2	$17K	Buy	277 +20	+8%	+$1.18K	﹤0.01%	602
2024 Q1	$15K	Buy	257 +41	+19%	+$2.27K	﹤0.01%	592
2023 Q4	$12K	Hold	216	–	–	﹤0.01%	637
2023 Q3	$12K	Hold	216	–	–	﹤0.01%	581
2023 Q2	$13K	Buy	+216	New	+$12.8K	﹤0.01%	546
2021 Q3	–	Sell	-89	Closed	-$6K	–	414
2021 Q2	$6K	Buy	+89	New	+$5.92K	﹤0.01%	389

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

GW&K Investment Management's UL Position: Q2 2026 in Review

GW&K Investment Management reduced its Unilever (UL) stake by 1.6% in Q2 2026, selling an estimated $289 and leaving 315 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

GW&K Investment Management first reported a position in UL in Q2 2021 and has held it in 14 quarters since. The position peaked at $20K in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

GW&K Investment Management held 315 shares of Unilever worth $19K as of Q2 2026.
GW&K Investment Management sold 5 Unilever shares in Q2 2026, an estimated $289.
Unilever made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #806 holding.
GW&K Investment Management first reported a position in Unilever in Q2 2021 and has held it in 14 quarters since.
GW&K Investment Management's Unilever position peaked at $20K in Q3 2024.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.