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Naples Global Advisors’s Unilever UL Stock Holding History

Naples Global 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 		$2.66M Sell
44,306
-751
-2% -$43.4K 0.16% 141
2026
Q1 		$2.59M Sell
45,057
-54
-0.1% -$3.62K 0.19% 134
2025
Q4 		$2.95M Sell
45,111
-525
-1% -$35.3K 0.22% 113
2025
Q3 		$3.04M Buy
45,636
+1,913
+4% +$132K 0.24% 107
2025
Q2 		$3.01M Sell
43,723
-651
-1% -$45.7K 0.26% 98
2025
Q1 		$2.97M Sell
44,374
-671
-1% -$43.3K 0.28% 100
2024
Q4 		$2.87M Sell
45,045
-77
-0.2% -$5.2K 0.27% 102
2024
Q3 		$3.3M Sell
45,122
-2,111
-4% -$146K 0.31% 96
2024
Q2 		$2.92M Sell
47,233
-975
-2% -$57.6K 0.29% 96
2024
Q1 		$2.72M Sell
48,208
-1,333
-3% -$73.8K 0.28% 105
2023
Q4 		$2.7M Sell
49,541
-400
-0.8% -$21.6K 0.3% 98
2023
Q3 		$2.78M Buy
49,941
+200
+0.4% +$11.6K 0.34% 90
2023
Q2 		$2.92M Sell
49,741
-3,347
-6% -$199K 0.34% 88
2023
Q1 		$3.1M Buy
53,088
+1,071
+2% +$60.8K 0.39% 80
2022
Q4 		$2.95M Sell
52,017
-3,111
-6% -$166K 0.37% 78
2022
Q3 		$2.72M Sell
55,128
-489
-0.9% -$25.5K 0.37% 86
2022
Q2 		$2.87M Buy
55,617
+4,061
+8% +$207K 0.37% 83
2022
Q1 		$2.64M Buy
51,556
+7,493
+17% +$417K 0.31% 98
2021
Q4 		$2.67M Sell
44,063
-231
-0.5% -$13.7K 0.31% 100
2021
Q3 		$2.7M Sell
44,294
-271
-0.6% -$17.3K 0.35% 87
2021
Q2 		$2.93M Buy
44,565
+1,293
+3% +$86K 0.41% 76
2021
Q1 		$2.72M Buy
43,272
+1,911
+5% +$122K 0.41% 75
2020
Q4 		$2.81M Buy
41,361
+8,433
+26% +$572K 0.48% 62
2020
Q3 		$2.29M Hold
32,928
– – 0.45% 67
2020
Q2 		$2.03M Buy
32,928
+818
+3% +$48.9K 0.44% 68
2020
Q1 		$1.83M Sell
32,110
-31
-0.1% -$1.95K 0.48% 62
2019
Q4 		$2.07M Buy
32,141
+982
+3% +$65.2K 0.43% 64
2019
Q3 		$2.11M Sell
31,159
-111
-0.4% -$7.69K 0.49% 56
2019
Q2 		$2.18M Sell
31,270
-6,178
-16% -$419K 0.53% 55
2019
Q1 		$2.44M Buy
37,448
+3,556
+10% +$217K 0.62% 46
2018
Q4 		$1.99M Hold
33,892
– – 0.57% 48
2018
Q3 		$2.1M Sell
33,892
-334
-1% -$21.1K 0.56% 48
2018
Q2 		$2.13M Buy
34,226
+356
+1% +$22.1K 0.6% 47
2018
Q1 		$2.12M Hold
33,870
– – 0.63% 44
2017
Q4 		$2.11M Buy
33,870
+444
+1% +$28.1K 0.62% 43
2017
Q3 		$2.18M Hold
33,426
– – 0.73% 34
2017
Q2 		$2.04M Buy
33,426
+356
+1% +$21.2K 0.72% 33
2017
Q1 		$1.84M Buy
33,070
+10,634
+47% +$538K 0.66% 36
2016
Q4 		$1.03M Buy
22,436
+5,217
+30% +$243K 0.4% 92
2016
Q3 		$918K Buy
17,219
+258
+2% +$13.6K 0.36% 109
2016
Q2 		$914K Buy
16,961
+13,011
+329% +$668K 0.37% 104
2016
Q1 		$201K Buy
+3,950
New +$192K 0.08% 246

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

Naples Global Advisors's UL Position: Q2 2026 in Review

Naples Global Advisors reduced its Unilever (UL) stake by 1.7% in Q2 2026, selling an estimated $43.4K and leaving 44,306 shares worth $2.66M. The position accounts for 0.16% of the portfolio, ranked #141.

Naples Global Advisors first reported a position in UL in Q1 2016 and has held it in 42 quarters since. The position peaked at $3.3M in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Naples Global Advisors held 44,306 shares of Unilever worth $2.66M as of Q2 2026.
  • Naples Global Advisors sold 751 Unilever shares in Q2 2026, an estimated $43.4K.
  • Unilever made up 0.16% of Naples Global Advisors's portfolio in Q2 2026, its #141 holding.
  • Naples Global Advisors first reported a position in Unilever in Q1 2016 and has held it in 42 quarters since.
  • Naples Global Advisors's Unilever position peaked at $3.3M in Q3 2024.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.