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ICW Investment Advisors’s Unilever UL Stock Holding History

ICW Investment 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 		$1.66M Buy
27,684
+59
+0.2% +$3.41K 0.58% 69
2026
Q1 		$1.57M Buy
27,625
+924
+3% +$61.9K 0.57% 68
2025
Q4 		$1.75M Sell
26,701
-396
-1% -$26.6K 0.64% 57
2025
Q3 		$1.81M Buy
27,097
+1,147
+4% +$79.2K 0.65% 55
2025
Q2 		$1.79M Buy
25,950
+488
+2% +$34.2K 0.71% 55
2025
Q1 		$1.71M Sell
25,462
-86
-0.3% -$5.55K 0.69% 58
2024
Q4 		$1.63M Buy
25,548
+64
+0.3% +$4.32K 0.68% 59
2024
Q3 		$1.86M Buy
25,484
+312
+1% +$21.6K 0.78% 52
2024
Q2 		$1.56M Sell
25,172
-438
-2% -$25.9K 0.71% 56
2024
Q1 		$1.45M Buy
25,610
+878
+4% +$48.6K 0.64% 64
2023
Q4 		$1.35M Buy
24,732
+620
+3% +$33.4K 0.66% 62
2023
Q3 		$1.34M Buy
24,112
+913
+4% +$52.8K 0.72% 58
2023
Q2 		$1.36M Buy
23,199
+761
+3% +$45.2K 0.73% 56
2023
Q1 		$1.31M Buy
22,438
+250
+1% +$14.2K 0.74% 57
2022
Q4 		$1.26M Sell
22,188
-156
-0.7% -$8.35K 0.75% 58
2022
Q3 		$1.1M Buy
22,344
+269
+1% +$14.1K 0.74% 58
2022
Q2 		$1.14M Buy
22,075
+242
+1% +$12.3K 0.72% 60
2022
Q1 		$1.12M Buy
21,833
+468
+2% +$26.1K 0.64% 68
2021
Q4 		$1.29M Buy
21,365
+1,243
+6% +$73.8K 0.72% 61
2021
Q3 		$1.23M Buy
20,122
+614
+3% +$39.1K 0.79% 56
2021
Q2 		$1.28M Buy
19,508
+378
+2% +$25.1K 0.84% 52
2021
Q1 		$1.2M Buy
19,130
+620
+3% +$39.5K 0.83% 55
2020
Q4 		$1.27M Sell
18,510
-324
-2% -$22K 0.91% 46
2020
Q3 		$1.31M Buy
18,834
+270
+1% +$18K 0.98% 42
2020
Q2 		$1.15M Buy
18,564
+106
+0.6% +$6.33K 0.93% 45
2020
Q1 		$1.05M Buy
18,458
+1,060
+6% +$66.5K 1% 45
2019
Q4 		$1.12M Buy
+17,398
New +$1.16M 0.91% 46

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 22.9% 1-Year Est. Return

ICW Investment Advisors's UL Position: Q2 2026 in Review

ICW Investment Advisors increased its Unilever (UL) stake by 0.21% in Q2 2026, buying an estimated $3.41K and bringing the position to 27,684 shares worth $1.66M. The position accounts for 0.58% of the portfolio, ranked #69.

ICW Investment Advisors first reported a position in UL in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.86M in Q3 2024. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • ICW Investment Advisors held 27,684 shares of Unilever worth $1.66M as of Q2 2026.
  • ICW Investment Advisors bought 59 Unilever shares in Q2 2026, an estimated $3.41K.
  • Unilever made up 0.58% of ICW Investment Advisors's portfolio in Q2 2026, its #69 holding.
  • ICW Investment Advisors first reported a position in Unilever in Q4 2019 and has held it in 27 quarters since.
  • ICW Investment Advisors's Unilever position peaked at $1.86M in Q3 2024.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on ICW Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.