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Heartland Advisors’s Unilever UL Stock Holding History

Heartland 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 		$3.64M Sell
60,605
-336
-0.6% -$19.4K 0.16% 186
2026
Q1 		$3.47M Buy
60,941
+1,150
+2% +$77.1K 0.18% 185
2025
Q4 		$3.91M Buy
59,791
+4,771
+9% +$321K 0.21% 167
2025
Q3 		$3.67M Sell
55,020
-280
-0.5% -$19.3K 0.19% 166
2025
Q2 		$3.81M Sell
55,300
-2,360
-4% -$166K 0.21% 158
2025
Q1 		$3.86M Sell
57,660
-397
-0.7% -$25.6K 0.22% 151
2024
Q4 		$3.7M Buy
58,057
+8,247
+17% +$557K 0.2% 152
2024
Q3 		$3.64M Sell
49,810
-1,554
-3% -$107K 0.19% 148
2024
Q2 		$3.18M Sell
51,364
-876
-2% -$51.8K 0.18% 146
2024
Q1 		$2.95M Buy
52,240
+1,116
+2% +$61.8K 0.15% 152
2023
Q4 		$2.79M Sell
51,124
-3,920
-7% -$211K 0.15% 156
2023
Q3 		$3.06M Sell
55,044
-849
-2% -$49.1K 0.17% 157
2023
Q2 		$3.28M Buy
55,893
+41
+0.1% +$2.44K 0.19% 148
2023
Q1 		$3.26M Buy
55,852
+643
+1% +$36.5K 0.2% 146
2022
Q4 		$3.13M Sell
55,209
-193
-0.3% -$10.3K 0.2% 148
2022
Q3 		$2.73M Sell
55,402
-7,376
-12% -$385K 0.2% 147
2022
Q2 		$3.24M Buy
62,778
+822
+1% +$41.9K 0.22% 147
2022
Q1 		$3.18M Buy
61,956
+1,368
+2% +$76.1K 0.2% 154
2021
Q4 		$3.67M Buy
60,588
+7,149
+13% +$425K 0.21% 158
2021
Q3 		$3.26M Sell
53,439
-198
-0.4% -$12.6K 0.2% 171
2021
Q2 		$3.53M Buy
53,637
+9,131
+21% +$607K 0.2% 166
2021
Q1 		$2.79M Sell
44,506
-1,352
-3% -$86.1K 0.18% 175
2020
Q4 		$3.11M Buy
+45,858
New +$3.11M 0.22% 159

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

Heartland Advisors's UL Position: Q2 2026 in Review

Heartland Advisors reduced its Unilever (UL) stake by 0.55% in Q2 2026, selling an estimated $19.4K and leaving 60,605 shares worth $3.64M. The position accounts for 0.16% of the portfolio, ranked #186.

Heartland Advisors first reported a position in UL in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.91M in Q4 2025. 1,192 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Heartland Advisors held 60,605 shares of Unilever worth $3.64M as of Q2 2026.
  • Heartland Advisors sold 336 Unilever shares in Q2 2026, an estimated $19.4K.
  • Unilever made up 0.16% of Heartland Advisors's portfolio in Q2 2026, its #186 holding.
  • Heartland Advisors first reported a position in Unilever in Q4 2020 and has held it in 23 quarters since.
  • Heartland Advisors's Unilever position peaked at $3.91M in Q4 2025.
  • 1,192 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Heartland Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.