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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
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 $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Heartland Advisors's UL Position: Q1 2026 in Review

Heartland Advisors increased its Unilever (UL) stake by 1.9% in Q1 2026, buying an estimated $77.1K and bringing the position to 60,941 shares worth $3.47M. The position accounts for 0.18% of the portfolio, ranked #185.

Heartland Advisors first reported a position in UL in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.91M in Q4 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Heartland Advisors held 60,941 shares of Unilever worth $3.47M as of Q1 2026.
  • Heartland Advisors bought 1,150 Unilever shares in Q1 2026, an estimated $77.1K.
  • Unilever made up 0.18% of Heartland Advisors's portfolio in Q1 2026, its #185 holding.
  • Heartland Advisors first reported a position in Unilever in Q4 2020 and has held it in 22 quarters since.
  • Heartland Advisors's Unilever position peaked at $3.91M in Q4 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Heartland Advisors's 13F filing for Q1 2026, filed 6 May 2026.