Klingman & Associates’s Unilever UL Stock Holding History

Klingman & Associates’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	$268K	Buy	4,460 +169	+4%	+$9.77K	0.01%	287
2026 Q1	$244K	Buy	4,291 +16	+0.4%	+$1.07K	0.01%	292
2025 Q4	$280K	Buy	4,275 +40	+0.9%	+$2.69K	0.01%	266
2025 Q3	$282K	Buy	4,235 +55	+1%	+$3.8K	0.01%	262
2025 Q2	$288K	Buy	+4,180	New	+$293K	0.02%	249
2016 Q4	–	Sell	-412	Closed	-$22K	–	304
2016 Q3	$22K	Hold	412	–	–	0.01%	258
2016 Q2	$22K	Hold	412	–	–	0.01%	253
2016 Q1	$21K	Hold	412	–	–	0.01%	251
2015 Q4	$20K	Hold	412	–	–	0.01%	269
2015 Q3	$18K	Sell	412 -728	-64%	-$34.8K	0.01%	271
2015 Q2	$55K	Buy	1,140 +728	+177%	+$36K	0.02%	177
2015 Q1	$19K	Buy	+412	New	+$19.7K	0.01%	245

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

Klingman & Associates's UL Position: Q2 2026 in Review

Klingman & Associates increased its Unilever (UL) stake by 3.9% in Q2 2026, buying an estimated $9.77K and bringing the position to 4,460 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #287.

Klingman & Associates first reported a position in UL in Q1 2015 and has held it in 12 quarters since. The position peaked at $288K in Q2 2025. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Klingman & Associates held 4,460 shares of Unilever worth $268K as of Q2 2026.
Klingman & Associates bought 169 Unilever shares in Q2 2026, an estimated $9.77K.
Unilever made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #287 holding.
Klingman & Associates first reported a position in Unilever in Q1 2015 and has held it in 12 quarters since.
Klingman & Associates's Unilever position peaked at $288K in Q2 2025.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.