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Hamilton Point Investment Advisors’s Unilever UL Stock Holding History

Hamilton Point Investment Advisors’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 		$5.34M Sell
88,808
-1,947
-2% -$113K 0.75% 42
2026
Q1 		$5.22M Sell
90,755
-632
-0.7% -$42.4K 0.8% 43
2025
Q4 		$5.98M Sell
91,387
-1,609
-2% -$108K 0.91% 38
2025
Q3 		$6.2M Buy
92,996
+1,368
+1% +$94.4K 0.97% 36
2025
Q2 		$6.31M Sell
91,628
-5,623
-6% -$395K 1.04% 32
2025
Q1 		$6.52M Sell
97,251
-495
-0.5% -$31.9K 1.17% 35
2024
Q4 		$6.23M Buy
97,746
+2,430
+3% +$164K 1.1% 36
2024
Q3 		$6.97M Sell
95,316
-1,376
-1% -$95.1K 1.23% 28
2024
Q2 		$5.98M Sell
96,692
-48
-0% -$2.84K 1.14% 34
2024
Q1 		$5.46M Sell
96,740
-4,014
-4% -$222K 1.04% 39
2023
Q4 		$5.5M Buy
100,754
+1,255
+1% +$67.7K 1.1% 36
2023
Q3 		$5.53M Sell
99,499
-1,152
-1% -$66.6K 1.36% 29
2023
Q2 		$5.9M Sell
100,651
-2,429
-2% -$144K 1.41% 29
2023
Q1 		$6.02M Buy
103,080
+2,541
+3% +$144K 1.46% 27
2022
Q4 		$5.69M Buy
100,539
+86
+0.1% +$4.6K 1.57% 26
2022
Q3 		$4.95M Buy
100,453
+1,223
+1% +$63.9K 1.51% 26
2022
Q2 		$5.12M Sell
99,230
-884
-0.9% -$45K 1.49% 30
2022
Q1 		$5.13M Buy
100,114
+2,321
+2% +$129K 1.32% 34
2021
Q4 		$5.92M Buy
97,793
+816
+0.8% +$48.5K 1.41% 33
2021
Q3 		$5.92M Buy
96,977
+223
+0.2% +$14.2K 1.57% 30
2021
Q2 		$6.37M Buy
96,754
+342
+0.4% +$22.7K 1.72% 25
2021
Q1 		$6.05M Buy
96,412
+2,096
+2% +$133K 1.75% 30
2020
Q4 		$6.4M Sell
94,316
-18
-0% -$1.22K 2.02% 23
2020
Q3 		$6.55M Buy
94,334
+394
+0.4% +$26.3K 2.31% 13
2020
Q2 		$5.8M Buy
93,940
+1,846
+2% +$110K 2.24% 16
2020
Q1 		$5.24M Buy
92,094
+3,453
+4% +$217K 2.44% 11
2019
Q4 		$5.7M Buy
88,641
+74
+0.1% +$4.92K 2.17% 13
2019
Q3 		$5.99M Buy
88,567
+2,216
+3% +$154K 2.44% 11
2019
Q2 		$6.02M Buy
86,351
+1,624
+2% +$110K 2.57% 9
2019
Q1 		$5.5M Buy
84,727
+1,338
+2% +$81.5K 2.45% 12
2018
Q4 		$4.9M Buy
83,389
+24,428
+41% +$1.47M 2.49% 9
2018
Q3 		$3.65M Buy
58,961
+267
+0.5% +$16.8K 1.7% 27
2018
Q2 		$3.65M Sell
58,694
-388
-0.7% -$24.1K 1.81% 27
2018
Q1 		$3.69M Buy
59,082
+344
+0.6% +$20.9K 1.87% 21
2017
Q4 		$3.66M Buy
58,738
+2,080
+4% +$132K 1.91% 21
2017
Q3 		$3.69M Buy
56,658
+27
+0% +$1.74K 2% 18
2017
Q2 		$3.45M Buy
56,631
+124
+0.2% +$7.39K 1.94% 17
2017
Q1 		$3.14M Buy
56,507
+1,183
+2% +$59.8K 1.79% 20
2016
Q4 		$2.53M Sell
55,324
-72
-0.1% -$3.36K 1.56% 28
2016
Q3 		$2.95M Buy
55,396
+1,249
+2% +$66K 1.86% 17
2016
Q2 		$2.92M Sell
54,147
-323
-0.6% -$16.6K 1.91% 17
2016
Q1 		$2.77M Sell
54,470
-1,109
-2% -$54K 1.85% 20
2015
Q4 		$2.7M Buy
55,579
+4,116
+8% +$201K 1.87% 20
2015
Q3 		$2.36M Buy
51,463
+4,200
+9% +$201K 1.85% 19
2015
Q2 		$2.28M Buy
47,263
+449
+1% +$22.2K 1.85% 21
2015
Q1 		$2.2M Buy
46,814
+1,609
+4% +$77.1K 1.81% 22
2014
Q4 		$2.06M Buy
45,205
+1,044
+2% +$47.9K 1.77% 25
2014
Q3 		$2.08M Buy
44,161
+93
+0.2% +$4.59K 1.94% 22
2014
Q2 		$2.25M Sell
44,068
-373
-0.8% -$18.7K 2.09% 18
2014
Q1 		$2.14M Buy
44,441
+1,089
+3% +$49.2K 2% 21
2013
Q4 		$2.01M Buy
+43,352
New +$1.94M 2% 22

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

Hamilton Point Investment Advisors's UL Position: Q2 2026 in Review

Hamilton Point Investment Advisors reduced its Unilever (UL) stake by 2.1% in Q2 2026, selling an estimated $113K and leaving 88,808 shares worth $5.34M. The position accounts for 0.75% of the portfolio, ranked #42.

Hamilton Point Investment Advisors first reported a position in UL in Q4 2013 and has held it in 51 quarters since. The position peaked at $6.97M in Q3 2024. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Hamilton Point Investment Advisors held 88,808 shares of Unilever worth $5.34M as of Q2 2026.
  • Hamilton Point Investment Advisors sold 1,947 Unilever shares in Q2 2026, an estimated $113K.
  • Unilever made up 0.75% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #42 holding.
  • Hamilton Point Investment Advisors first reported a position in Unilever in Q4 2013 and has held it in 51 quarters since.
  • Hamilton Point Investment Advisors's Unilever position peaked at $6.97M in Q3 2024.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.