J. Safra Asset Management’s Unilever UL Stock Holding History

J. Safra Asset Management’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	$485K	Buy	8,071 +421	+6%	+$24.3K	0.02%	176
2026 Q1	$436K	Buy	+7,650	New	+$513K	0.02%	166
2025 Q4	–	Sell	-4,647	Closed	-$310K	–	682
2025 Q3	$310K	Sell	4,647 -26	-0.6%	-$1.79K	0.02%	147
2025 Q2	$322K	Buy	+4,673	New	+$328K	0.02%	128

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

J. Safra Asset Management's UL Position: Q2 2026 in Review

J. Safra Asset Management increased its Unilever (UL) stake by 5.5% in Q2 2026, buying an estimated $24.3K and bringing the position to 8,071 shares worth $485K. The position accounts for 0.02% of the portfolio, ranked #176.

J. Safra Asset Management first reported a position in UL in Q2 2025 and has held it in 4 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

J. Safra Asset Management held 8,071 shares of Unilever worth $485K as of Q2 2026.
J. Safra Asset Management bought 421 Unilever shares in Q2 2026, an estimated $24.3K.
Unilever made up 0.02% of J. Safra Asset Management's portfolio in Q2 2026, its #176 holding.
J. Safra Asset Management first reported a position in Unilever in Q2 2025 and has held it in 4 quarters since.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.