Israel Discount Bank of New York’s Unilever UL Stock Holding History

Israel Discount Bank of New York’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	$688K	Hold	11,448	–	–	1.27%	21
2026 Q1	$652K	Buy	+11,448	New	+$767K	1.43%	21
2025 Q4	–	Sell	-11,448	Closed	-$763K	–	45
2025 Q3	$763K	Hold	11,448	–	–	2.26%	15
2025 Q2	$788K	Hold	11,448	–	–	2.99%	11
2025 Q1	$767K	Sell	11,448 -2,172	-16%	-$140K	0.59%	14
2024 Q4	$869K	Hold	13,620	–	–	0.63%	16
2024 Q3	$995K	Hold	13,620	–	–	1.48%	12
2024 Q2	$843K	Hold	13,620	–	–	1.34%	19
2024 Q1	$769K	Sell	13,620 -175	-1%	-$9.7K	0.96%	24
2023 Q4	$752K	Hold	13,795	–	–	0.59%	31
2023 Q3	$767K	Hold	13,795	–	–	0.64%	31
2023 Q2	$809K	Hold	13,795	–	–	0.64%	30
2023 Q1	$806K	Sell	13,795 -554	-4%	-$31.5K	0.61%	35
2022 Q4	$813K	Hold	14,349	–	–	0.69%	34
2022 Q3	$708K	Hold	14,349	–	–	0.58%	36
2022 Q2	$740K	Hold	14,349	–	–	0.56%	39
2022 Q1	$736K	Sell	14,349 -1,870	-12%	-$104K	0.48%	45
2021 Q4	$982K	Hold	16,219	–	–	0.61%	34
2021 Q3	$990K	Buy	+16,219	New	+$1.03M	0.67%	31
2021 Q1	$1.02M	Sell	16,219 -1,601	-9%	-$102K	0.79%	24
2020 Q4	$1.21M	Buy	+17,820	New	+$1.21M	0.88%	22
2018 Q4	–	Sell	-53	Closed	-$3K	–	446
2018 Q3	$3K	Sell	53 -1,245	-96%	-$78.5K	﹤0.01%	418
2018 Q2	$81K	Sell	1,298 -89	-6%	-$5.53K	0.05%	160
2018 Q1	$87K	Hold	1,387	–	–	0.06%	151
2017 Q4	$86K	Hold	1,387	–	–	0.06%	152
2017 Q3	$90K	Sell	1,387 -22	-2%	-$1.41K	0.07%	145
2017 Q2	$86K	Hold	1,409	–	–	0.07%	158
2017 Q1	$78K	Sell	1,409 -178	-11%	-$9.01K	0.06%	171
2016 Q4	$73K	Buy	+1,587	New	+$74K	0.07%	189

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Israel Discount Bank of New York's UL Position: Q2 2026 in Review

Israel Discount Bank of New York held its Unilever (UL) position steady in Q2 2026 at 11,448 shares worth $688K. The position accounts for 1.27% of the portfolio, ranked #21.

Israel Discount Bank of New York first reported a position in UL in Q4 2016 and has held it in 29 quarters since. The position peaked at $1.21M in Q4 2020. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Israel Discount Bank of New York held 11,448 shares of Unilever worth $688K as of Q2 2026.
Israel Discount Bank of New York left its Unilever share count unchanged in Q2 2026.
Unilever made up 1.27% of Israel Discount Bank of New York's portfolio in Q2 2026, its #21 holding.
Israel Discount Bank of New York first reported a position in Unilever in Q4 2016 and has held it in 29 quarters since.
Israel Discount Bank of New York's Unilever position peaked at $1.21M in Q4 2020.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Israel Discount Bank of New York's 13F filing for Q2 2026, filed 7 Jul 2026.