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Nalls Sherbakoff Group’s Unilever UL Stock Holding History

Nalls Sherbakoff Group’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 		$4.27K Hold
71
– – ﹤0.01% 314
2026
Q1 		$4.04K Hold
71
– – ﹤0.01% 348
2025
Q4 		$4.64K Hold
71
– – ﹤0.01% 372
2025
Q3 		$4.74K Hold
71
– – ﹤0.01% 360
2025
Q2 		$4.89K Hold
71
– – ﹤0.01% 356
2025
Q1 		$4.76K Buy
+71
New +$4.58K ﹤0.01% 333
2023
Q3 		– Sell
-36
Closed -$2K – 490
2023
Q2 		$2K Hold
36
– – ﹤0.01% 361
2023
Q1 		$2.08K Buy
+36
New +$2.04K ﹤0.01% 371

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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

Nalls Sherbakoff Group's UL Position: Q2 2026 in Review

Nalls Sherbakoff Group held its Unilever (UL) position steady in Q2 2026 at 71 shares worth $4.27K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Nalls Sherbakoff Group first reported a position in UL in Q1 2023 and has held it in 8 quarters since. The position peaked at $4.89K in Q2 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Nalls Sherbakoff Group held 71 shares of Unilever worth $4.27K as of Q2 2026.
  • Nalls Sherbakoff Group left its Unilever share count unchanged in Q2 2026.
  • Unilever made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #314 holding.
  • Nalls Sherbakoff Group first reported a position in Unilever in Q1 2023 and has held it in 8 quarters since.
  • Nalls Sherbakoff Group's Unilever position peaked at $4.89K in Q2 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.