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Investment Research Partners’s Unilever UL Stock Holding History

Investment Research 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 		$600K Buy
9,975
+2,496
+33% +$144K 0.2% 116
2026
Q1 		$426K Sell
7,479
-8
-0.1% -$536 0.17% 137
2025
Q4 		$490K Buy
7,487
+84
+1% +$5.64K 0.21% 113
2025
Q3 		$508K Buy
+7,403
New +$511K 0.23% 108

Other funds holding UL

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Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Investment Research Partners increased its Unilever (UL) stake by 33% in Q2 2026, buying an estimated $144K and bringing the position to 9,975 shares worth $600K. The position accounts for 0.2% of the portfolio, ranked #116.

Investment Research Partners first reported a position in UL in Q3 2025 and has held it in 4 quarters since. 934 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Investment Research Partners held 9,975 shares of Unilever worth $600K as of Q2 2026.
  • Investment Research Partners bought 2,496 Unilever shares in Q2 2026, an estimated $144K.
  • Unilever made up 0.2% of Investment Research Partners's portfolio in Q2 2026, its #116 holding.
  • Investment Research Partners first reported a position in Unilever in Q3 2025 and has held it in 4 quarters since.
  • 934 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.