Mondrian Investment Partners’s Unilever UL Stock Holding History

Mondrian Investment Partners’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	-2,057	Closed	-$117K	–	121
2026 Q1	$117K	Buy	2,057 +261	+15%	+$17.5K	﹤0.01%	89
2025 Q4	$117K	Buy	1,796 +1,032	+135%	+$69.4K	﹤0.01%	85
2025 Q3	$50.9K	Buy	+764	New	+$52.7K	﹤0.01%	88
2025 Q1	$41.1K	Buy	614 +27	+5%	+$1.74K	﹤0.01%	92
2024 Q4	$37.9K	Buy	587 +10	+2%	+$675	﹤0.01%	94
2024 Q3	$42.2K	Sell	577 -635	-52%	-$43.9K	﹤0.01%	91
2024 Q2	$83.7K	Buy	1,212 +42	+4%	+$2.48K	﹤0.01%	84
2024 Q1	$66.1K	Sell	1,170 -1,618	-58%	-$89.6K	﹤0.01%	85
2023 Q4	$152K	Sell	2,788 -410	-13%	-$22.1K	﹤0.01%	83
2023 Q3	$178K	Hold	3,198	–	–	﹤0.01%	76
2023 Q2	$188K	Buy	3,198 +2,487	+350%	+$148K	﹤0.01%	72
2023 Q1	$41.5K	Hold	711	–	–	﹤0.01%	82
2022 Q4	$40K	Sell	711 -1,589	-69%	-$85K	﹤0.01%	85
2022 Q3	$113	Sell	2,300 -1,671	-42%	-$87.3K	﹤0.01%	71
2022 Q2	$205K	Hold	3,971	–	–	﹤0.01%	60
2022 Q1	$204K	Buy	3,971 +734	+23%	+$40.9K	﹤0.01%	60
2021 Q4	$196K	Hold	3,237	–	–	﹤0.01%	109
2021 Q3	$197K	Hold	3,237	–	–	﹤0.01%	105
2021 Q2	$213K	Sell	3,237 -663	-17%	-$44.1K	﹤0.01%	110
2021 Q1	$258K	Buy	3,900 +1,310	+51%	+$83.4K	0.01%	102
2020 Q4	$176K	Buy	+2,590	New	+$176K	﹤0.01%	97
2017 Q3	–	Sell	-266,887	Closed	-$16.2M	–	143
2017 Q2	$16.2M	Sell	266,887 -403,026	-60%	-$24M	0.46%	44
2017 Q1	$37.2M	Buy	669,913 +73,687	+12%	+$3.73M	1.05%	37
2016 Q4	$27.3M	Hold	596,226	–	–	0.79%	39
2016 Q3	$31.8M	Sell	596,226 -55,111	-8%	-$2.91M	0.78%	40
2016 Q2	$35.1M	Sell	651,337 -102,222	-14%	-$5.25M	0.83%	36
2016 Q1	$38.3M	Sell	753,559 -4,445	-0.6%	-$216K	0.85%	36
2015 Q4	$36.8M	Hold	758,004	–	–	0.81%	42
2015 Q3	$34.8M	Hold	758,004	–	–	0.74%	41
2015 Q2	$36.6M	Buy	758,004 +671	+0.1%	+$33.2K	0.62%	42
2015 Q1	$35.5M	Sell	757,333 -4,445	-0.6%	-$213K	0.58%	48
2014 Q4	$34.7M	Hold	761,778	–	–	0.56%	44
2014 Q3	$35.9M	Hold	761,778	–	–	0.5%	49
2014 Q2	$38.8M	Hold	761,778	–	–	0.55%	49
2014 Q1	$36.7M	Hold	761,778	–	–	0.54%	49
2013 Q4	$35.3M	Hold	761,778	–	–	0.49%	49
2013 Q3	$33.1M	Hold	761,778	–	–	0.49%	53
2013 Q2	$34.7M	Buy	+761,778	New	+$36.2M	0.53%	49

Other funds holding UL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Mondrian Investment Partners's UL Position: Q2 2026 in Review

Mondrian Investment Partners sold out of Unilever (UL) in Q2 2026, closing a stake of 2,057 shares — an estimated $117K sold.

Mondrian Investment Partners first reported a position in UL in Q2 2013 and held it in 38 quarters. The position peaked at $38.8M in Q2 2014. 684 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Mondrian Investment Partners reported no remaining Unilever position as of Q2 2026 after selling out during the quarter.
Mondrian Investment Partners sold 2,057 Unilever shares in Q2 2026, an estimated $117K.
Mondrian Investment Partners first reported a position in Unilever in Q2 2013 and held it in 38 quarters.
Mondrian Investment Partners's Unilever position peaked at $38.8M in Q2 2014.
684 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Mondrian Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.