HRT Financial’s Unilever UL Stock Holding History

HRT Financial’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	$39.3M	Buy	+653,543	New	+$37.8M	0.07%	256
2026 Q1	–	Sell	-248,941	Closed	-$16.3M	–	4768
2025 Q4	$16.3M	Buy	248,941 +84,785	+52%	+$5.7M	0.05%	285
2025 Q3	$10.9M	Buy	+164,156	New	+$11.3M	0.04%	367
2025 Q2	–	Sell	-192,000	Closed	-$12.9M	–	3556
2025 Q1	$12.9M	Sell	192,000 -20,425	-10%	-$1.32M	0.08%	186
2024 Q4	$13.6M	Buy	212,425 +91,375	+75%	+$6.17M	0.07%	178
2024 Q3	$8.85M	Buy	+121,050	New	+$8.37M	0.04%	267
2024 Q2	–	Sell	-708,404	Closed	-$40M	–	3142
2024 Q1	$40M	Buy	708,404 +270,659	+62%	+$15M	0.25%	35
2023 Q4	$23.9M	Buy	437,745 +268,081	+158%	+$14.5M	0.17%	54
2023 Q3	$9.43M	Buy	169,664 +165,399	+3,878%	+$9.56M	0.09%	145
2023 Q2	$250K	Buy	+4,265	New	+$253K	﹤0.01%	1735
2023 Q1	–	Sell	-4,596	Closed	-$260K	–	3226
2022 Q4	$260K	Sell	4,596 -50,660	-92%	-$2.71M	﹤0.01%	1805
2022 Q3	$2.73M	Buy	+55,256	New	+$2.89M	0.03%	501
2016 Q3	–	Sell	-4,280	Closed	-$230K	–	172
2016 Q2	$230K	Buy	+4,280	New	+$220K	0.14%	84

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 22.9% 1-Year Est. Return

HRT Financial's UL Position: Q2 2026 in Review

HRT Financial opened a new position in Unilever (UL) in Q2 2026: 653,543 shares worth $39.3M. The stake represents 0.07% of the portfolio and ranks #256 among its holdings. This is a return to the name: HRT Financial previously reported a position in UL as recently as Q4 2025.

HRT Financial first reported a position in UL in Q2 2016 and has held it in 13 quarters since. The position peaked at $40M in Q1 2024. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

HRT Financial held 653,543 shares of Unilever worth $39.3M as of Q2 2026.
Unilever was a new HRT Financial position in Q2 2026.
Unilever made up 0.07% of HRT Financial's portfolio in Q2 2026, its #256 holding.
HRT Financial first reported a position in Unilever in Q2 2016 and has held it in 13 quarters since.
HRT Financial's Unilever position peaked at $40M in Q1 2024.
1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.