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Liberty One Investment Management’s Unilever UL Stock Holding History

Liberty One Investment Management’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 		$6.63M Buy
110,359
+19,788
+22% +$1.14M 0.66% 38
2026
Q1 		$5.16M Buy
90,571
+20,260
+29% +$1.36M 0.53% 59
2025
Q4 		$4.6M Sell
70,311
-34,835
-33% -$2.34M 0.59% 41
2025
Q3 		$7.01M Buy
105,146
+95,158
+953% +$6.57M 0.39% 49
2025
Q2 		$687K Sell
9,988
-918
-8% -$64.4K 0.07% 104
2025
Q1 		$731K Sell
10,906
-230
-2% -$14.8K 0.07% 98
2024
Q4 		$710K Sell
11,136
-740
-6% -$50K 0.08% 100
2024
Q3 		$868K Sell
11,876
-640
-5% -$44.2K 0.09% 94
2024
Q2 		$774K Sell
12,516
-848
-6% -$50.1K 0.09% 99
2024
Q1 		$755K Buy
13,364
+120
+0.9% +$6.65K 0.09% 99
2023
Q4 		$722K Sell
13,244
-867
-6% -$46.8K 0.09% 100
2023
Q3 		$784K Sell
14,111
-171
-1% -$9.88K 0.11% 89
2023
Q2 		$838K Sell
14,282
-1,814
-11% -$108K 0.11% 86
2023
Q1 		$940K Sell
16,096
-1,236
-7% -$70.2K 0.13% 87
2022
Q4 		$982K Sell
17,332
-1,027
-6% -$55K 0.14% 79
2022
Q3 		$905K Buy
18,359
+1,948
+12% +$102K 0.15% 81
2022
Q2 		$1.08M Sell
16,411
-3,531
-18% -$180K 0.18% 88
2022
Q1 		$1.02M Sell
19,942
-53
-0.3% -$2.95K 0.16% 87
2021
Q4 		$1.21M Buy
19,995
+2,508
+14% +$149K 0.18% 83
2021
Q3 		$1.07M Buy
17,487
+1,076
+7% +$68.6K 0.18% 88
2021
Q2 		$1.08M Buy
16,411
+1,252
+8% +$83.3K 0.18% 88
2021
Q1 		$952K Buy
15,159
+1,243
+9% +$79.2K 0.17% 89
2020
Q4 		$945K Buy
13,916
+163
+1% +$11.1K 0.18% 83
2020
Q3 		$954K Sell
13,753
-454
-3% -$30.3K 0.2% 72
2020
Q2 		$877K Sell
14,207
-820
-5% -$49K 0.2% 71
2020
Q1 		$855K Sell
15,027
-660
-4% -$41.4K 0.22% 67
2019
Q4 		$1.01M Buy
+15,687
New +$1.04M 0.22% 74

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

Liberty One Investment Management's UL Position: Q2 2026 in Review

Liberty One Investment Management increased its Unilever (UL) stake by 22% in Q2 2026, buying an estimated $1.14M and bringing the position to 110,359 shares worth $6.63M. The position accounts for 0.66% of the portfolio, ranked #38.

Liberty One Investment Management first reported a position in UL in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.01M in Q3 2025. 1,193 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Liberty One Investment Management held 110,359 shares of Unilever worth $6.63M as of Q2 2026.
  • Liberty One Investment Management bought 19,788 Unilever shares in Q2 2026, an estimated $1.14M.
  • Unilever made up 0.66% of Liberty One Investment Management's portfolio in Q2 2026, its #38 holding.
  • Liberty One Investment Management first reported a position in Unilever in Q4 2019 and has held it in 27 quarters since.
  • Liberty One Investment Management's Unilever position peaked at $7.01M in Q3 2025.
  • 1,193 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.