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Newbridge Financial Services Group’s Unilever UL Stock Holding History

Newbridge Financial Services 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 		$29.8K Hold
496
– – ﹤0.01% 617
2026
Q1 		$28.3K Sell
496
-327
-40% -$21.9K ﹤0.01% 563
2025
Q4 		$53.8K Buy
823
+354
+75% +$23.8K 0.01% 414
2025
Q3 		$31.3K Buy
469
+1
+0.2% +$69 ﹤0.01% 629
2025
Q2 		$32.2K Buy
468
+1
+0.2% +$70 0.01% 596
2025
Q1 		$31.3K Sell
467
-98
-17% -$6.32K 0.01% 465
2024
Q4 		$36.1K Buy
+565
New +$38.2K 0.01% 481
2024
Q3 		– Sell
-477
Closed -$29.5K – 1078
2024
Q2 		$29.5K Buy
477
+1
+0.2% +$59 0.01% 498
2024
Q1 		$26.9K Buy
476
+1
+0.2% +$55 0.01% 541
2023
Q4 		$25.9K Sell
475
-239
-33% -$12.9K 0.01% 535
2023
Q3 		$39.7K Buy
714
+4
+0.6% +$231 0.02% 467
2023
Q2 		$41.7K Buy
710
+3
+0.4% +$178 0.02% 502
2023
Q1 		$41.3K Sell
707
-200
-22% -$11.4K 0.02% 510
2022
Q4 		$51.3K Sell
907
-2,790
-75% -$149K 0.03% 458
2022
Q3 		$182K Buy
3,697
+3,268
+762% +$171K 0.11% 200
2022
Q2 		$22K Buy
429
+21
+5% +$1.07K 0.01% 636
2022
Q1 		$21K Buy
408
+182
+81% +$10.1K 0.01% 724
2021
Q4 		$14K Buy
226
+3
+1% +$178 0.01% 843
2021
Q3 		$14K Buy
223
+2
+0.9% +$127 0.01% 784
2021
Q2 		$15K Sell
221
-145
-40% -$9.64K 0.01% 866
2021
Q1 		$23K Buy
366
+221
+152% +$14.1K 0.02% 661
2020
Q4 		$10K Buy
145
+1
+0.7% +$68 0.01% 740
2020
Q3 		$10K Buy
+144
New +$9.61K 0.01% 681

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

Newbridge Financial Services Group's UL Position: Q2 2026 in Review

Newbridge Financial Services Group held its Unilever (UL) position steady in Q2 2026 at 496 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Newbridge Financial Services Group first reported a position in UL in Q3 2020 and has held it in 23 quarters since. The position peaked at $182K in Q3 2022. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Newbridge Financial Services Group held 496 shares of Unilever worth $29.8K as of Q2 2026.
  • Newbridge Financial Services Group left its Unilever share count unchanged in Q2 2026.
  • Unilever made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #617 holding.
  • Newbridge Financial Services Group first reported a position in Unilever in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's Unilever position peaked at $182K in Q3 2022.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.