IC
UL icon

IEQ Capital’s Unilever UL Stock Holding History

IEQ Capital’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 		$2.19M Sell
36,509
-5,954
-14% -$344K 0.01% 770
2026
Q1 		$2.42M Sell
42,463
-8,348
-16% -$560K 0.01% 702
2025
Q4 		$3.32M Buy
50,811
+11,395
+29% +$766K 0.01% 639
2025
Q3 		$2.63M Buy
39,416
+11,200
+40% +$773K 0.01% 668
2025
Q2 		$1.94M Buy
28,216
+15,205
+117% +$1.07M 0.01% 648
2025
Q1 		$872K Buy
13,011
+615
+5% +$39.7K 0.01% 792
2024
Q4 		$791K Buy
12,396
+1,680
+16% +$113K 0.01% 727
2024
Q3 		$783K Buy
10,716
+2,019
+23% +$140K 0.01% 610
2024
Q2 		$538K Buy
8,697
+1,509
+21% +$89.2K 0.01% 625
2024
Q1 		$406K Buy
7,188
+816
+13% +$45.2K 0.01% 696
2023
Q4 		$348K Sell
6,372
-3,257
-34% -$176K 0.01% 688
2023
Q3 		$535K Buy
9,629
+401
+4% +$23.2K 0.01% 548
2023
Q2 		$541K Sell
9,228
-133
-1% -$7.9K 0.01% 529
2023
Q1 		$547K Buy
9,361
+4,157
+80% +$236K 0.01% 543
2022
Q4 		$295K Buy
5,204
+1,075
+26% +$57.5K 0.01% 635
2022
Q3 		$204K Sell
4,129
-4
-0.1% -$209 0.01% 767
2022
Q2 		$213K Buy
+4,133
New +$211K 0.01% 715

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 22.96% 1-Year Est. Return

IEQ Capital's UL Position: Q2 2026 in Review

IEQ Capital reduced its Unilever (UL) stake by 14% in Q2 2026, selling an estimated $344K and leaving 36,509 shares worth $2.19M. The position accounts for 0.01% of the portfolio, ranked #770.

IEQ Capital first reported a position in UL in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.32M in Q4 2025. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • IEQ Capital held 36,509 shares of Unilever worth $2.19M as of Q2 2026.
  • IEQ Capital sold 5,954 Unilever shares in Q2 2026, an estimated $344K.
  • Unilever made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #770 holding.
  • IEQ Capital first reported a position in Unilever in Q2 2022 and has held it in 17 quarters since.
  • IEQ Capital's Unilever position peaked at $3.32M in Q4 2025.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.