Lafayette Investments’s Unilever UL Stock Holding History

Lafayette Investments’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	$241K	Hold	4,016	–	–	0.04%	148
2026 Q1	$229K	Hold	4,016	–	–	0.05%	145
2025 Q4	$263K	Sell	4,016 -2	-0%	-$134	0.05%	140
2025 Q3	$268K	Hold	4,018	–	–	0.05%	131
2025 Q2	$276K	Hold	4,018	–	–	0.06%	132
2025 Q1	$269K	Hold	4,018	–	–	0.06%	130
2024 Q4	$256K	Hold	4,018	–	–	0.05%	128
2024 Q3	$294K	Hold	4,018	–	–	0.06%	120
2024 Q2	$249K	Hold	4,018	–	–	0.06%	123
2024 Q1	$227K	Hold	4,018	–	–	0.05%	123
2023 Q4	$219K	Sell	4,018 -44	-1%	-$2.37K	0.05%	124
2023 Q3	$226K	Buy	4,062 +44	+1%	+$2.54K	0.06%	113
2023 Q2	$236K	Hold	4,018	–	–	0.06%	113
2023 Q1	$235K	Hold	4,018	–	–	0.07%	107
2022 Q4	$228K	Buy	+4,018	New	+$215K	0.06%	109
2022 Q3	–	Sell	-4,462	Closed	-$230K	–	126
2022 Q2	$230K	Hold	4,462	–	–	0.07%	107
2022 Q1	$229K	Hold	4,462	–	–	0.06%	114
2021 Q4	$270K	Hold	4,462	–	–	0.07%	110
2021 Q3	$272K	Hold	4,462	–	–	0.07%	102
2021 Q2	$294K	Hold	4,462	–	–	0.08%	99
2021 Q1	$280K	Hold	4,462	–	–	0.09%	77
2020 Q4	$303K	Buy	4,462 +826	+23%	+$56K	0.1%	74
2020 Q3	$252K	Hold	3,636	–	–	0.1%	80
2020 Q2	$224K	Hold	3,636	–	–	0.09%	75
2020 Q1	$207K	Hold	3,636	–	–	0.1%	72
2019 Q4	$234K	Hold	3,636	–	–	0.08%	79
2019 Q3	$246K	Hold	3,636	–	–	0.09%	78
2019 Q2	$253K	Hold	3,636	–	–	0.09%	75
2019 Q1	$236K	Hold	3,636	–	–	0.09%	77
2018 Q4	$214K	Buy	+3,636	New	+$219K	0.09%	82
2017 Q4	–	Sell	-3,191	Closed	-$208K	–	78
2017 Q3	$208K	Buy	+3,191	New	+$205K	0.08%	74

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

Lafayette Investments's UL Position: Q2 2026 in Review

Lafayette Investments held its Unilever (UL) position steady in Q2 2026 at 4,016 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #148.

Lafayette Investments first reported a position in UL in Q3 2017 and has held it in 31 quarters since. The position peaked at $303K in Q4 2020. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Lafayette Investments held 4,016 shares of Unilever worth $241K as of Q2 2026.
Lafayette Investments left its Unilever share count unchanged in Q2 2026.
Unilever made up 0.04% of Lafayette Investments's portfolio in Q2 2026, its #148 holding.
Lafayette Investments first reported a position in Unilever in Q3 2017 and has held it in 31 quarters since.
Lafayette Investments's Unilever position peaked at $303K in Q4 2020.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Lafayette Investments's 13F filing for Q2 2026, filed 11 Aug 2026.