Jackson Grant Investment Advisers’s Unilever UL Stock Holding History

Jackson Grant Investment Advisers’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	$3.13K	Buy	+52	New	+$3.01K	﹤0.01%	380
2023 Q3	–	Sell	-89	Closed	-$5.21K	–	413
2023 Q2	$5.21K	Hold	89	–	–	﹤0.01%	291
2023 Q1	$5.19K	Buy	+89	New	+$5.06K	﹤0.01%	320
2021 Q4	–	Sell	-953	Closed	-$58K	–	309
2021 Q3	$58K	Buy	953 +9	+1%	+$574	0.03%	190
2021 Q2	$62K	Buy	944 +8	+0.9%	+$532	0.03%	182
2021 Q1	$59K	Buy	936 +8	+0.9%	+$509	0.03%	183
2020 Q4	$63K	Buy	928 +7	+0.8%	+$475	0.03%	164
2020 Q3	$64K	Buy	921 +7	+0.8%	+$467	0.04%	136
2020 Q2	$56K	Buy	914 +8	+0.9%	+$478	0.04%	137
2020 Q1	$52K	Buy	906 +9	+1%	+$565	0.04%	135
2019 Q4	$58K	Buy	897 +6	+0.7%	+$399	0.03%	143
2019 Q3	$60K	Buy	891 +7	+0.8%	+$485	0.03%	140
2019 Q2	$62K	Buy	884 +7	+0.8%	+$475	0.04%	138
2019 Q1	$57K	Buy	877 +6	+0.7%	+$365	0.03%	139
2018 Q4	$51K	Buy	871 +7	+0.8%	+$422	0.04%	142
2018 Q3	$53K	Buy	864 +7	+0.8%	+$442	0.03%	143
2018 Q2	$53K	Buy	857 +7	+0.8%	+$435	0.04%	146
2018 Q1	$53K	Buy	850 +7	+0.8%	+$426	0.04%	141
2017 Q4	$52K	Buy	843 +7	+0.8%	+$444	0.04%	142
2017 Q3	$55K	Buy	836 +5	+0.6%	+$321	0.04%	135
2017 Q2	$51K	Buy	831 +6	+0.7%	+$358	0.04%	129
2017 Q1	$46K	Buy	825 +5	+0.6%	+$253	0.04%	128
2016 Q4	$38K	Buy	820 +8	+1%	+$373	0.03%	133
2016 Q3	$43K	Buy	812 +6	+0.7%	+$317	0.04%	121
2016 Q2	$43K	Buy	806 +6	+0.8%	+$308	0.04%	117
2016 Q1	$41K	Buy	+800	New	+$38.9K	0.04%	115

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

Jackson Grant Investment Advisers's UL Position: Q2 2026 in Review

Jackson Grant Investment Advisers opened a new position in Unilever (UL) in Q2 2026: 52 shares worth $3.13K. The stake represents ﹤0.01% of the portfolio and ranks #380 among its holdings. This is a return to the name: Jackson Grant Investment Advisers previously reported a position in UL as recently as Q2 2023.

Jackson Grant Investment Advisers first reported a position in UL in Q1 2016 and has held it in 26 quarters since. The position peaked at $64K in Q3 2020. 1,192 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Jackson Grant Investment Advisers held 52 shares of Unilever worth $3.13K as of Q2 2026.
Unilever was a new Jackson Grant Investment Advisers position in Q2 2026.
Unilever made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #380 holding.
Jackson Grant Investment Advisers first reported a position in Unilever in Q1 2016 and has held it in 26 quarters since.
Jackson Grant Investment Advisers's Unilever position peaked at $64K in Q3 2020.
1,192 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.