Hoey Investments’s Unilever UL Stock Holding History

Hoey Investments’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	$2.71K	Hold	45	–	–	﹤0.01%	344
2026 Q1	$2.56K	Hold	45	–	–	﹤0.01%	326
2025 Q4	$2.94K	Sell	45 -1	-2%	-$67	﹤0.01%	332
2025 Q3	$3.08K	Hold	46	–	–	﹤0.01%	317
2025 Q2	$3.18K	Hold	46	–	–	﹤0.01%	315
2025 Q1	$3.1K	Hold	46	–	–	﹤0.01%	277
2024 Q4	$2.95K	Hold	46	–	–	﹤0.01%	273
2024 Q3	$2.86K	Hold	46	–	–	﹤0.01%	288
2024 Q2	$2.86K	Hold	46	–	–	﹤0.01%	288
2024 Q1	$2.61K	Hold	46	–	–	﹤0.01%	289
2023 Q4	$2.52K	Hold	46	–	–	﹤0.01%	290
2023 Q3	$2.57K	Hold	46	–	–	﹤0.01%	286
2023 Q2	$2.71K	Hold	46	–	–	﹤0.01%	285
2023 Q1	$2.7K	Buy	+46	New	+$2.61K	﹤0.01%	289
2020 Q1	–	Sell	-36	Closed	-$2K	–	169
2019 Q4	$2K	Buy	+36	New	+$2.39K	﹤0.01%	157

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

Hoey Investments's UL Position: Q2 2026 in Review

Hoey Investments held its Unilever (UL) position steady in Q2 2026 at 45 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Hoey Investments first reported a position in UL in Q4 2019 and has held it in 15 quarters since. The position peaked at $3.18K in Q2 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Hoey Investments held 45 shares of Unilever worth $2.71K as of Q2 2026.
Hoey Investments left its Unilever share count unchanged in Q2 2026.
Unilever made up ﹤0.01% of Hoey Investments's portfolio in Q2 2026, its #344 holding.
Hoey Investments first reported a position in Unilever in Q4 2019 and has held it in 15 quarters since.
Hoey Investments's Unilever position peaked at $3.18K in Q2 2025.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.