LWCFA
UL icon

Loring Wolcott & Coolidge Fiduciary Advisors’s Unilever UL Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 		$2.6M Buy
43,224
+533
+1% +$30.8K 0.03% 115
2026
Q1 		$2.49M Sell
42,691
-2,078
-5% -$139K 0.03% 111
2025
Q4 		$3.02M Sell
44,769
-939
-2% -$63.1K 0.03% 106
2025
Q3 		$3.2M Buy
45,708
+4,832
+12% +$333K 0.03% 101
2025
Q2 		$2.81M Sell
40,876
-543
-1% -$38.1K 0.02% 111
2025
Q1 		$2.99M Sell
41,419
-724
-2% -$46.7K 0.03% 106
2024
Q4 		$2.76M Sell
42,143
-978
-2% -$66K 0.02% 120
2024
Q3 		$3.02M Sell
43,121
-317
-0.7% -$21.9K 0.03% 117
2024
Q2 		$2.8M Sell
43,438
-310
-0.7% -$18.3K 0.03% 106
2024
Q1 		$2.37M Sell
43,748
-6,810
-13% -$377K 0.02% 108
2023
Q4 		$2.77M Sell
50,558
-715
-1% -$38.6K 0.03% 99
2023
Q3 		$2.75M Sell
51,273
-7,679
-13% -$444K 0.03% 99
2023
Q2 		$3.46M Sell
58,952
-6,141
-9% -$365K 0.04% 93
2023
Q1 		$3.8M Sell
65,093
-2,375
-4% -$135K 0.04% 94
2022
Q4 		$3.82M Sell
67,468
-1,649
-2% -$88.3K 0.05% 92
2022
Q3 		$3.41M Sell
69,117
-494
-0.7% -$25.8K 0.04% 92
2022
Q2 		$3.59M Sell
69,611
-9,952
-13% -$507K 0.04% 95
2022
Q1 		$4.08M Sell
79,563
-47,056
-37% -$2.62M 0.04% 95
2021
Q4 		$7.66M Sell
126,619
-110,646
-47% -$6.57M 0.07% 81
2021
Q3 		$14.5M Sell
237,265
-312,026
-57% -$19.9M 0.14% 62
2021
Q2 		$36.2M Sell
549,291
-435,388
-44% -$29M 0.37% 50
2021
Q1 		$61.8M Sell
984,679
-585,619
-37% -$37.3M 0.68% 41
2020
Q4 		$107M Sell
1,570,298
-33,413
-2% -$2.27M 1.19% 29
2020
Q3 		$111M Sell
1,603,711
-16,092
-1% -$1.07M 1.4% 24
2020
Q2 		$100M Buy
1,619,803
+415
+0% +$24.8K 1.38% 24
2020
Q1 		$92.1M Sell
1,619,388
-94,119
-5% -$5.9M 1.54% 23
2019
Q4 		$110M Buy
1,713,507
+6,602
+0.4% +$438K 1.49% 25
2019
Q3 		$115M Sell
1,706,905
-263
-0% -$18.2K 1.68% 21
2019
Q2 		$119M Sell
1,707,168
-9,494
-0.6% -$644K 1.73% 21
2019
Q1 		$111M Buy
1,716,662
+13,688
+0.8% +$834K 1.7% 20
2018
Q4 		$100M Buy
1,702,974
+34,251
+2% +$2.06M 1.81% 20
2018
Q3 		$103M Sell
1,668,723
-4,364
-0.3% -$275K 1.63% 21
2018
Q2 		$104M Buy
1,673,087
+2,145
+0.1% +$133K 1.81% 17
2018
Q1 		$104M Buy
1,670,942
+6,914
+0.4% +$421K 1.9% 18
2017
Q4 		$104M Sell
1,664,028
-6,583
-0.4% -$417K 1.9% 20
2017
Q3 		$109M Sell
1,670,611
-3,173
-0.2% -$204K 2.1% 19
2017
Q2 		$107M Sell
1,673,784
-81,680
-5% -$4.87M 2.13% 16
2017
Q1 		$97.4M Buy
1,755,464
+12,828
+0.7% +$649K 2.04% 17
2016
Q4 		$79.8M Buy
1,742,636
+57,726
+3% +$2.69M 1.78% 21
2016
Q3 		$89.8M Sell
1,684,910
-13,644
-0.8% -$720K 2.05% 14
2016
Q2 		$91.5M Sell
1,698,554
-6,565
-0.4% -$337K 2.1% 15
2016
Q1 		$86.7M Buy
1,705,119
+6,203
+0.4% +$302K 2.04% 16
2015
Q4 		$82.4M Buy
1,698,916
+52,971
+3% +$2.58M 2.04% 15
2015
Q3 		$79.5M Hold
1,645,945
– – 2.03% 17
2015
Q2 		$79.5M Sell
1,645,945
-15,722
-0.9% -$777K 2.03% 17
2015
Q1 		$78M Buy
1,661,667
+21,890
+1% +$1.05M 1.97% 17
2014
Q4 		$74.7M Sell
1,639,777
-3,365
-0.2% -$154K 1.91% 17
2014
Q3 		$77.5M Buy
1,643,142
+14,551
+0.9% +$719K 2.1% 17
2014
Q2 		$83M Buy
1,628,591
+10,855
+0.7% +$544K 2.25% 18
2014
Q1 		$77.9M Buy
1,617,736
+51,041
+3% +$2.3M 2.13% 18
2013
Q4 		$72.6M Buy
1,566,695
+69,051
+5% +$3.09M 2% 18
2013
Q3 		$65M Buy
1,497,644
+105,566
+8% +$4.79M 1.98% 18
2013
Q2 		$63.3M Buy
+1,392,078
New +$66.1M 1.98% 17

Other funds holding UL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's UL Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors increased its Unilever (UL) stake by 1.2% in Q2 2026, buying an estimated $30.8K and bringing the position to 43,224 shares worth $2.6M. The position accounts for 0.03% of the portfolio, ranked #115.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in UL in Q2 2013 and has held it in 53 quarters since. The position peaked at $119M in Q2 2019. 745 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 43,224 shares of Unilever worth $2.6M as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors bought 533 Unilever shares in Q2 2026, an estimated $30.8K.
  • Unilever made up 0.03% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #115 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Unilever in Q2 2013 and has held it in 53 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Unilever position peaked at $119M in Q2 2019.
  • 745 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.