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HUB Investment Partners’s Unilever UL Stock Holding History

HUB Investment Partners’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 		$347K Sell
5,771
-5
-0.1% -$289 0.01% 926
2026
Q1 		$329K Sell
5,776
-193
-3% -$12.9K 0.01% 758
2025
Q4 		$390K Sell
5,969
-353
-6% -$23.7K 0.01% 564
2025
Q3 		$422K Buy
6,322
+1,347
+27% +$93K 0.01% 456
2025
Q2 		$342K Sell
4,975
-196
-4% -$13.8K 0.01% 482
2025
Q1 		$346K Sell
5,171
-35
-0.7% -$2.26K 0.01% 411
2024
Q4 		$332K Buy
5,206
+53
+1% +$3.58K 0.01% 379
2024
Q3 		$377K Buy
5,153
+133
+3% +$9.19K 0.02% 341
2024
Q2 		$311K Buy
5,020
+294
+6% +$17.4K 0.01% 357
2024
Q1 		$267K Buy
+4,726
New +$262K 0.01% 381

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Fidelity Investments
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GQG Partners
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HUB Investment Partners's UL Position: Q2 2026 in Review

HUB Investment Partners reduced its Unilever (UL) stake by 0.09% in Q2 2026, selling an estimated $289 and leaving 5,771 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #926.

HUB Investment Partners first reported a position in UL in Q1 2024 and has held it in 10 quarters since. The position peaked at $422K in Q3 2025. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • HUB Investment Partners held 5,771 shares of Unilever worth $347K as of Q2 2026.
  • HUB Investment Partners sold 5 Unilever shares in Q2 2026, an estimated $289.
  • Unilever made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #926 holding.
  • HUB Investment Partners first reported a position in Unilever in Q1 2024 and has held it in 10 quarters since.
  • HUB Investment Partners's Unilever position peaked at $422K in Q3 2025.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.