Legacy Capital Group California’s Unilever UL Stock Holding History

Legacy Capital Group California’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	$643K	Buy	10,687 +1,678	+19%	+$97K	0.19%	157
2026 Q1	$513K	Sell	9,009 -7,411	-45%	-$497K	0.2%	174
2025 Q4	$1.07M	Sell	16,420 -38	-0.2%	-$2.55K	0.26%	98
2025 Q3	$1.1M	Sell	16,458 -2,851	-15%	-$197K	0.28%	91
2025 Q2	$1.33M	Buy	19,309 +353	+2%	+$24.8K	0.37%	58
2025 Q1	$1.27M	Buy	18,956 +1,239	+7%	+$79.9K	0.44%	37
2024 Q4	$1.13M	Buy	17,717 +4,058	+30%	+$274K	0.34%	60
2024 Q3	$998K	Buy	13,659 +1,137	+9%	+$78.6K	0.33%	70
2024 Q2	$775K	Buy	12,522 +2,226	+22%	+$132K	0.28%	105
2024 Q1	$581K	Buy	10,296 +2,127	+26%	+$118K	0.21%	150
2023 Q4	$446K	Sell	8,169 -1,771	-18%	-$95.5K	0.17%	175
2023 Q3	$552K	Buy	9,940 +1,984	+25%	+$115K	0.24%	127
2023 Q2	$467K	Buy	7,956 +4,494	+130%	+$267K	0.19%	162
2023 Q1	$202K	Buy	+3,462	New	+$197K	0.1%	229

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

Legacy Capital Group California's UL Position: Q2 2026 in Review

Legacy Capital Group California increased its Unilever (UL) stake by 19% in Q2 2026, buying an estimated $97K and bringing the position to 10,687 shares worth $643K. The position accounts for 0.19% of the portfolio, ranked #157.

Legacy Capital Group California first reported a position in UL in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.33M in Q2 2025. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Legacy Capital Group California held 10,687 shares of Unilever worth $643K as of Q2 2026.
Legacy Capital Group California bought 1,678 Unilever shares in Q2 2026, an estimated $97K.
Unilever made up 0.19% of Legacy Capital Group California's portfolio in Q2 2026, its #157 holding.
Legacy Capital Group California first reported a position in Unilever in Q1 2023 and has held it in 14 quarters since.
Legacy Capital Group California's Unilever position peaked at $1.33M in Q2 2025.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.