LBC
UL icon

Lane Brothers & Co’s Unilever UL Stock Holding History

Lane Brothers & Co’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 		$880K Buy
14,635
+24
+0.2% +$1.39K 0.58% 32
2026
Q1 		$832K Sell
14,611
-5
-0% -$335 0.61% 30
2025
Q4 		$956K Buy
+14,616
New +$982K 0.69% 29

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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

Lane Brothers & Co's UL Position: Q2 2026 in Review

Lane Brothers & Co increased its Unilever (UL) stake by 0.16% in Q2 2026, buying an estimated $1.39K and bringing the position to 14,635 shares worth $880K. The position accounts for 0.58% of the portfolio, ranked #32.

Lane Brothers & Co first reported a position in UL in Q4 2025 and has held it in 3 quarters since. The position peaked at $956K in Q4 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Lane Brothers & Co held 14,635 shares of Unilever worth $880K as of Q2 2026.
  • Lane Brothers & Co bought 24 Unilever shares in Q2 2026, an estimated $1.39K.
  • Unilever made up 0.58% of Lane Brothers & Co's portfolio in Q2 2026, its #32 holding.
  • Lane Brothers & Co first reported a position in Unilever in Q4 2025 and has held it in 3 quarters since.
  • Lane Brothers & Co's Unilever position peaked at $956K in Q4 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Lane Brothers & Co's 13F filing for Q2 2026, filed 5 Aug 2026.