Jones Financial Companies
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Jones Financial Companies’s Unilever UL Stock Holding History

Jones Financial Companies’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 		$74.5M Buy
1,231,031
+35,645
+3% +$2.06M 0.03% 310
2026
Q1 		$71M Buy
1,195,386
+1,126,402
+1,633% +$75.5M 0.03% 266
2025
Q4 		$4.51M Buy
68,984
+9,207
+15% +$619K ﹤0.01% 665
2025
Q3 		$3.99M Buy
59,777
+7,017
+13% +$484K ﹤0.01% 640
2025
Q2 		$3.62M Buy
52,760
+10,111
+24% +$709K ﹤0.01% 583
2025
Q1 		$2.84M Buy
42,649
+8,630
+25% +$557K ﹤0.01% 559
2024
Q4 		$2.17M Buy
34,019
+10,329
+44% +$698K ﹤0.01% 538
2024
Q3 		$1.74M Buy
23,690
+13,708
+137% +$948K ﹤0.01% 484
2024
Q2 		$618K Buy
9,982
+9,339
+1,452% +$552K ﹤0.01% 507
2024
Q1 		$36.3K Sell
643
-440
-41% -$24.4K ﹤0.01% 790
2023
Q4 		$59K Buy
1,083
+592
+121% +$31.9K ﹤0.01% 449
2023
Q3 		$27.3K Buy
491
+259
+112% +$15K ﹤0.01% 405
2023
Q2 		$13.6K Sell
232
-89
-28% -$5.29K ﹤0.01% 451
2023
Q1 		$18.7K Buy
321
+283
+745% +$16.1K ﹤0.01% 426
2022
Q4 		$2K Sell
38
-118
-76% -$6.32K ﹤0.01% 620
2022
Q3 		$8K Sell
156
-499
-76% -$26.1K ﹤0.01% 450
2022
Q2 		$34K Buy
655
+570
+671% +$29K ﹤0.01% 358
2022
Q1 		$4K Sell
85
-591
-87% -$32.9K ﹤0.01% 612
2021
Q4 		$41K Buy
676
+114
+20% +$6.77K ﹤0.01% 387
2021
Q3 		$34K Hold
562
– – ﹤0.01% 367
2021
Q2 		$37K Buy
562
+75
+15% +$4.99K ﹤0.01% 340
2021
Q1 		$31K Buy
487
+227
+87% +$14.5K ﹤0.01% 413
2020
Q4 		$18K Buy
+260
New +$17.6K ﹤0.01% 380
2013
Q4 		– Sell
-158
Closed -$7K – 529
2013
Q3 		$7K Sell
158
-20
-11% -$907 ﹤0.01% 552
2013
Q2 		$8K Buy
+178
New +$8.46K ﹤0.01% 624

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Jones Financial Companies's UL Position: Q2 2026 in Review

Jones Financial Companies increased its Unilever (UL) stake by 3% in Q2 2026, buying an estimated $2.06M and bringing the position to 1,231,031 shares worth $74.5M. The position accounts for 0.03% of the portfolio, ranked #310.

Jones Financial Companies first reported a position in UL in Q2 2013 and has held it in 25 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Jones Financial Companies held 1,231,031 shares of Unilever worth $74.5M as of Q2 2026.
  • Jones Financial Companies bought 35,645 Unilever shares in Q2 2026, an estimated $2.06M.
  • Unilever made up 0.03% of Jones Financial Companies's portfolio in Q2 2026, its #310 holding.
  • Jones Financial Companies first reported a position in Unilever in Q2 2013 and has held it in 25 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.