Kovitz Investment Group Partners’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-19,146
| Closed | -$1.28M | – | 1265 |
|
|
2025
Q3 | $1.28M | Buy |
19,146
+3,700
| +24% | +$255K | 0.01% | 778 |
|
|
2025
Q2 | $1.06M | Buy |
15,446
+646
| +4% | +$45.3K | ﹤0.01% | 793 |
|
|
2025
Q1 | $991K | Buy |
14,800
+2,362
| +19% | +$152K | 0.01% | 742 |
|
|
2024
Q4 | $793K | Buy |
12,438
+1,063
| +9% | +$71.8K | ﹤0.01% | 771 |
|
|
2024
Q3 | $664K | Buy |
11,375
+1,403
| +14% | +$97K | ﹤0.01% | 709 |
|
|
2024
Q2 | $617K | Buy |
9,972
+1,376
| +16% | +$81.3K | 0.01% | 620 |
|
|
2024
Q1 | $485K | Sell |
8,596
-496
| -5% | -$27.5K | 0.01% | 509 |
|
|
2023
Q4 | $496K | Sell |
9,092
-33,578
| -79% | -$1.81M | 0.01% | 330 |
|
|
2023
Q3 | $2.37M | Sell |
42,670
-2,747
| -6% | -$159K | 0.04% | 222 |
|
|
2023
Q2 | $2.66M | Buy |
45,417
+1,285
| +3% | +$76.3K | 0.04% | 220 |
|
|
2023
Q1 | $2.58M | Sell |
44,132
-31,397
| -42% | -$1.78M | 0.04% | 220 |
|
|
2022
Q4 | $4.28M | Sell |
75,529
-5,597
| -7% | -$300K | 0.08% | 176 |
|
|
2022
Q3 | $4M | Sell |
81,126
-13,224
| -14% | -$691K | 0.09% | 168 |
|
|
2022
Q2 | $4.87M | Buy |
94,350
+3,089
| +3% | +$157K | 0.11% | 150 |
|
|
2022
Q1 | $4.68M | Buy |
91,261
+66,772
| +273% | +$3.72M | 0.09% | 169 |
|
|
2021
Q4 | $1.66M | Buy |
24,489
+606
| +3% | +$36K | 0.04% | 222 |
|
|
2021
Q3 | $1.46M | Sell |
23,883
-585
| -2% | -$37.3K | 0.03% | 266 |
|
|
2021
Q2 | $1.61M | Sell |
24,468
-89
| -0.4% | -$5.92K | 0.03% | 257 |
|
|
2021
Q1 | $1.54M | Buy |
24,557
+335
| +1% | +$21.3K | 0.04% | 233 |
|
|
2020
Q4 | $1.65M | Buy |
24,222
+146
| +0.6% | +$9.91K | 0.04% | 219 |
|
|
2020
Q3 | $1.67M | Sell |
24,076
-377
| -2% | -$25.2K | 0.05% | 209 |
|
|
2020
Q2 | $1.51M | Sell |
24,453
-4,761
| -16% | -$284K | 0.05% | 204 |
|
|
2020
Q1 | $1.66M | Sell |
29,214
-110
| -0.4% | -$6.9K | 0.06% | 190 |
|
|
2019
Q4 | $1.89M | Sell |
29,324
-836
| -3% | -$55.5K | 0.05% | 203 |
|
|
2019
Q3 | $2.04M | Sell |
30,160
-4,929
| -14% | -$342K | 0.06% | 195 |
|
|
2019
Q2 | $2.45M | Sell |
35,089
-444
| -1% | -$30.1K | 0.08% | 177 |
|
|
2019
Q1 | $2.31M | Buy |
35,533
+19,355
| +120% | +$1.18M | 0.07% | 186 |
|
|
2018
Q4 | $951K | Sell |
16,178
-1,378
| -8% | -$83.1K | 0.04% | 200 |
|
|
2018
Q3 | $1.09M | Hold |
17,556
| – | – | 0.05% | 89 |
|
|
2018
Q2 | $1.09M | Sell |
17,556
-88
| -0.5% | -$5.47K | 0.05% | 89 |
|
|
2018
Q1 | $1.1M | Buy |
17,644
+266
| +2% | +$16.2K | 0.05% | 86 |
|
|
2017
Q4 | $1.08M | Sell |
17,378
-1,778
| -9% | -$113K | 0.05% | 87 |
|
|
2017
Q3 | $1.25M | Sell |
19,156
-7,555
| -28% | -$486K | 0.06% | 80 |
|
|
2017
Q2 | $1.63M | Buy |
+26,711
| New | +$1.59M | 0.09% | 64 |
|
Other funds holding UL
Kovitz Investment Group Partners's UL Position: Q4 2025 in Review
Kovitz Investment Group Partners sold out of Unilever (UL) in Q4 2025, closing a stake of 19,146 shares — an estimated $1.28M sold.
Kovitz Investment Group Partners first reported a position in UL in Q2 2017 and held it in 34 quarters. The position peaked at $4.87M in Q2 2022. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.
- Kovitz Investment Group Partners reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
- Kovitz Investment Group Partners sold 19,146 Unilever shares in Q4 2025, an estimated $1.28M.
- Kovitz Investment Group Partners first reported a position in Unilever in Q2 2017 and held it in 34 quarters.
- Kovitz Investment Group Partners's Unilever position peaked at $4.87M in Q2 2022.
- 1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.
Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.