Loomis, Sayles & Company
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Loomis, Sayles & Company’s Unilever UL Stock Holding History

Loomis, Sayles & Company’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 		$12.7K Sell
223
-24
-10% -$1.61K ﹤0.01% 698
2025
Q4 		$16.2K Sell
247
-69
-22% -$4.64K ﹤0.01% 676
2025
Q3 		$21.1K Sell
316
-70
-18% -$4.83K ﹤0.01% 690
2025
Q2 		$26.5K Sell
386
-2,584
-87% -$181K ﹤0.01% 679
2025
Q1 		$199K Sell
2,970
-769
-21% -$49.6K ﹤0.01% 530
2024
Q4 		$238K Sell
3,739
-72
-2% -$4.86K ﹤0.01% 516
2024
Q3 		$278K Sell
3,811
-112
-3% -$7.74K ﹤0.01% 503
2024
Q2 		$243K Sell
3,923
-8
-0.2% -$473 ﹤0.01% 518
2024
Q1 		$222K Buy
3,931
+148
+4% +$8.2K ﹤0.01% 513
2023
Q4 		$206K Sell
3,783
-637
-14% -$34.4K ﹤0.01% 505
2023
Q3 		$246K Sell
4,420
-238
-5% -$13.8K ﹤0.01% 499
2023
Q2 		$273K Sell
4,658
-28
-0.6% -$1.66K ﹤0.01% 511
2023
Q1 		$274K Sell
4,686
-48
-1% -$2.73K ﹤0.01% 500
2022
Q4 		$268K Sell
4,734
-4,915
-51% -$263K ﹤0.01% 491
2022
Q3 		$476K Sell
9,649
-1,142
-11% -$59.7K ﹤0.01% 430
2022
Q2 		$556K Sell
10,791
-291
-3% -$14.8K ﹤0.01% 444
2022
Q1 		$568K Sell
11,082
-293
-3% -$16.3K ﹤0.01% 491
2021
Q4 		$688K Sell
11,375
-14,430
-56% -$857K ﹤0.01% 509
2021
Q3 		$1.57M Buy
25,805
+12,616
+96% +$804K ﹤0.01% 486
2021
Q2 		$868K Buy
13,189
+424
+3% +$28.2K ﹤0.01% 502
2021
Q1 		$802K Buy
12,765
+1,649
+15% +$105K ﹤0.01% 487
2020
Q4 		$755K Buy
+11,116
New +$754K ﹤0.01% 485

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Loomis, Sayles & Company's UL Position: Q1 2026 in Review

Loomis, Sayles & Company reduced its Unilever (UL) stake by 9.7% in Q1 2026, selling an estimated $1.61K and leaving 223 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Loomis, Sayles & Company first reported a position in UL in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.57M in Q3 2021. 1,169 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Loomis, Sayles & Company held 223 shares of Unilever worth $12.7K as of Q1 2026.
  • Loomis, Sayles & Company sold 24 Unilever shares in Q1 2026, an estimated $1.61K.
  • Unilever made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q1 2026, its #698 holding.
  • Loomis, Sayles & Company first reported a position in Unilever in Q4 2020 and has held it in 22 quarters since.
  • Loomis, Sayles & Company's Unilever position peaked at $1.57M in Q3 2021.
  • 1,169 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.