LCM
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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
Q2 		– Sell
-111,861
Closed -$6.37M – 684
2026
Q1 		$6.37M Buy
+111,861
New +$7.5M 0.28% 97

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Morgan Stanley
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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

Logan Capital Management's UL Position: Q2 2026 in Review

Logan Capital Management opened a new position in Unilever (UL) in Q2 2026: 157,364 shares worth $9.46M. The stake represents 0.35% of the portfolio and ranks #74 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in UL as recently as Q3 2025.

Logan Capital Management first reported a position in UL in Q2 2013 and has held it in 51 quarters since. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Logan Capital Management held 157,364 shares of Unilever worth $9.46M as of Q2 2026.
  • Unilever was a new Logan Capital Management position in Q2 2026.
  • Unilever made up 0.35% of Logan Capital Management's portfolio in Q2 2026, its #74 holding.
  • Logan Capital Management first reported a position in Unilever in Q2 2013 and has held it in 51 quarters since.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.