Logan Capital Management’s Unilever UL Stock Holding History

Logan Capital 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 Q1	$6.37M	Buy	+111,861	New	+$7.5M	0.28%	97

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Logan Capital Management's UL Position: Q4 2025 in Review

Logan Capital Management sold out of Unilever (UL) in Q4 2025, closing a stake of 70,934 shares — an estimated $4.73M sold.

Logan Capital Management first reported a position in UL in Q2 2013 and held it in 50 quarters. The position peaked at $4.73M in Q3 2025. 1,152 funds tracked by Wall St. Rank hold UL as of Q4 2025.

Logan Capital Management reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
Logan Capital Management sold 70,934 Unilever shares in Q4 2025, an estimated $4.73M.
Logan Capital Management first reported a position in Unilever in Q2 2013 and held it in 50 quarters.
Logan Capital Management's Unilever position peaked at $4.73M in Q3 2025.
1,152 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.