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Larson Financial Group’s Unilever UL Stock Holding History

Larson Financial Group’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 		$713K Buy
11,853
+386
+3% +$22.3K 0.02% 457
2026
Q1 		$653K Buy
11,467
+339
+3% +$22.7K 0.02% 398
2025
Q4 		$728K Sell
11,128
-496
-4% -$33.3K 0.02% 377
2025
Q3 		$775K Sell
11,624
-1,296
-10% -$89.4K 0.03% 362
2025
Q2 		$889K Sell
12,920
-705
-5% -$49.5K 0.04% 314
2025
Q1 		$913K Sell
13,625
-3,495
-20% -$225K 0.04% 279
2024
Q4 		$1.09M Buy
17,120
+494
+3% +$33.4K 0.06% 229
2024
Q3 		$1.21M Buy
16,626
+14,826
+824% +$1.02M 0.07% 209
2024
Q2 		$111K Buy
1,800
+1,737
+2,757% +$103K 0.01% 623
2024
Q1 		$3.56K Hold
63
– – ﹤0.01% 1261
2023
Q4 		$3.44K Sell
63
-51
-45% -$2.75K ﹤0.01% 1266
2023
Q3 		$6.32K Buy
114
+69
+153% +$3.99K ﹤0.01% 1115
2023
Q2 		$2.66K Hold
45
– – ﹤0.01% 1219
2023
Q1 		$2.65K Buy
+45
New +$2.56K ﹤0.01% 1201
2022
Q2 		– Sell
-89
Closed -$5K – 1300
2022
Q1 		$5K Hold
89
– – ﹤0.01% 800
2021
Q4 		$5K Hold
89
– – ﹤0.01% 826
2021
Q3 		$5K Hold
89
– – ﹤0.01% 697
2021
Q2 		$6K Hold
89
– – ﹤0.01% 624
2021
Q1 		$6K Hold
89
– – ﹤0.01% 619
2020
Q4 		$6K Hold
89
– – ﹤0.01% 556
2020
Q3 		$6K Hold
89
– – ﹤0.01% 516
2020
Q2 		$5K Buy
+89
New +$5.32K ﹤0.01% 491

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

Larson Financial Group's UL Position: Q2 2026 in Review

Larson Financial Group increased its Unilever (UL) stake by 3.4% in Q2 2026, buying an estimated $22.3K and bringing the position to 11,853 shares worth $713K. The position accounts for 0.02% of the portfolio, ranked #457.

Larson Financial Group first reported a position in UL in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.21M in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Larson Financial Group held 11,853 shares of Unilever worth $713K as of Q2 2026.
  • Larson Financial Group bought 386 Unilever shares in Q2 2026, an estimated $22.3K.
  • Unilever made up 0.02% of Larson Financial Group's portfolio in Q2 2026, its #457 holding.
  • Larson Financial Group first reported a position in Unilever in Q2 2020 and has held it in 22 quarters since.
  • Larson Financial Group's Unilever position peaked at $1.21M in Q3 2024.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

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