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Investment Research & Advisory Group’s Unilever UL Stock Holding History

Investment Research & Advisory Group’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 		$2.58K Hold
43
– – ﹤0.01% 279
2026
Q1 		$2.45K Buy
43
+16
+59% +$1.07K ﹤0.01% 238
2025
Q4 		$1.77K Buy
27
+8
+42% +$538 ﹤0.01% 237
2025
Q3 		$1.25K Buy
+19
New +$1.31K ﹤0.01% 226
2022
Q1 		– Sell
-18,188
Closed -$1.1M – 199
2021
Q4 		$1.1M Sell
18,188
-3,015
-14% -$179K 0.67% 35
2021
Q3 		$1.3M Buy
21,203
+620
+3% +$39.5K 0.85% 32
2021
Q2 		$1.35M Buy
20,583
+92
+0.4% +$6.12K 0.89% 32
2021
Q1 		$1.29M Buy
20,491
+32
+0.2% +$2.04K 0.95% 32
2020
Q4 		$1.39M Buy
20,459
+19,224
+1,557% +$1.3M 1.03% 31
2020
Q3 		$86K Hold
1,235
– – 0.07% 76
2020
Q2 		$76K Hold
1,235
– – 0.07% 81
2020
Q1 		$70K Hold
1,235
– – 0.06% 75
2019
Q4 		$79K Buy
+1,235
New +$82K 0.07% 81

Other funds holding UL

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Investment Research & Advisory Group's UL Position: Q2 2026 in Review

Investment Research & Advisory Group held its Unilever (UL) position steady in Q2 2026 at 43 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Investment Research & Advisory Group first reported a position in UL in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.39M in Q4 2020. 451 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Investment Research & Advisory Group held 43 shares of Unilever worth $2.58K as of Q2 2026.
  • Investment Research & Advisory Group left its Unilever share count unchanged in Q2 2026.
  • Unilever made up ﹤0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #279 holding.
  • Investment Research & Advisory Group first reported a position in Unilever in Q4 2019 and has held it in 13 quarters since.
  • Investment Research & Advisory Group's Unilever position peaked at $1.39M in Q4 2020.
  • 451 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.