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Natural Investments’s Unilever UL Stock Holding History

Natural Investments’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 		$2.28M Buy
37,894
+23
+0.1% +$1.33K 0.5% 38
2026
Q1 		$2.16M Buy
37,871
+1,690
+5% +$113K 0.53% 34
2025
Q4 		$2.37M Buy
36,181
+884
+3% +$59.4K 0.59% 36
2025
Q3 		$2.35M Buy
35,297
+228
+0.7% +$15.7K 0.58% 41
2025
Q2 		$2.41M Sell
35,069
-1,561
-4% -$110K 0.62% 38
2025
Q1 		$2.45M Sell
36,630
-5,553
-13% -$358K 0.7% 37
2024
Q4 		$2.69M Buy
+42,183
New +$2.85M 0.74% 32

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

Natural Investments's UL Position: Q2 2026 in Review

Natural Investments increased its Unilever (UL) stake by 0.06% in Q2 2026, buying an estimated $1.33K and bringing the position to 37,894 shares worth $2.28M. The position accounts for 0.5% of the portfolio, ranked #38.

Natural Investments first reported a position in UL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.69M in Q4 2024. 745 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Natural Investments held 37,894 shares of Unilever worth $2.28M as of Q2 2026.
  • Natural Investments bought 23 Unilever shares in Q2 2026, an estimated $1.33K.
  • Unilever made up 0.5% of Natural Investments's portfolio in Q2 2026, its #38 holding.
  • Natural Investments first reported a position in Unilever in Q4 2024 and has held it in 7 quarters since.
  • Natural Investments's Unilever position peaked at $2.69M in Q4 2024.
  • 745 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.