North Star Investment Management’s Unilever UL Stock Holding History

North Star Investment Management’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 Q1	$694K	Buy	12,174 +2	+0%	+$134	0.04%	340
2025 Q4	$796K	Buy	12,172 +71	+0.6%	+$4.77K	0.05%	275
2025 Q3	$807K	Buy	12,101 +10	+0.1%	+$690	0.05%	270
2025 Q2	$832K	Hold	12,091	–	–	0.06%	251
2025 Q1	$810K	Hold	12,091	–	–	0.06%	264
2024 Q4	$771K	Buy	12,091 +923	+8%	+$62.3K	0.05%	270
2024 Q3	$816K	Sell	11,168 -160	-1%	-$11.1K	0.06%	258
2024 Q2	$701K	Hold	11,328	–	–	0.05%	277
2024 Q1	$640K	Sell	11,328 -173	-2%	-$9.58K	0.05%	301
2023 Q4	$627K	Hold	11,501	–	–	0.05%	301
2023 Q3	$639K	Buy	11,501 +89	+0.8%	+$5.14K	0.05%	290
2023 Q2	$669K	Buy	11,412 +4	+0%	+$238	0.05%	299
2023 Q1	$666K	Sell	11,408 -4	-0%	-$227	0.06%	305
2022 Q4	$646K	Hold	11,412	–	–	0.06%	304
2022 Q3	$563K	Hold	11,412	–	–	0.06%	278
2022 Q2	$588K	Hold	11,412	–	–	0.05%	275
2022 Q1	$585K	Hold	11,412	–	–	0.05%	295
2021 Q4	$691K	Hold	11,412	–	–	0.05%	276
2021 Q3	$696K	Hold	11,412	–	–	0.06%	268
2021 Q2	$751K	Buy	11,412 +1	+0%	+$66	0.06%	259
2021 Q1	$717K	Buy	11,411 +2	+0%	+$127	0.07%	241
2020 Q4	$775K	Buy	11,409 +5,987	+110%	+$406K	0.08%	219
2020 Q3	$376K	Hold	5,422	–	–	0.04%	284
2020 Q2	$335K	Hold	5,422	–	–	0.04%	284
2020 Q1	$308K	Sell	5,422 -556	-9%	-$34.9K	0.05%	275
2019 Q4	$384K	Sell	5,978 -209	-3%	-$13.9K	0.04%	298
2019 Q3	$418K	Buy	6,187 +85	+1%	+$5.89K	0.05%	280
2019 Q2	$425K	Hold	6,102	–	–	0.05%	289
2019 Q1	$396K	Hold	6,102	–	–	0.05%	295
2018 Q4	$359K	Sell	6,102 -2,609	-30%	-$157K	0.05%	277
2018 Q3	$539K	Buy	8,711 +698	+9%	+$44K	0.06%	254
2018 Q2	$498K	Buy	8,013 +4	+0%	+$249	0.06%	261
2018 Q1	$501K	Hold	8,009	–	–	0.06%	260
2017 Q4	$499K	Sell	8,009 -333	-4%	-$21.1K	0.06%	254
2017 Q3	$544K	Hold	8,342	–	–	0.07%	245
2017 Q2	$508K	Hold	8,342	–	–	0.07%	251
2017 Q1	$463K	Buy	8,342 +515	+7%	+$26.1K	0.06%	252
2016 Q4	$358K	Buy	7,827 +3,245	+71%	+$151K	0.05%	262
2016 Q3	$244K	Hold	4,582	–	–	0.04%	266
2016 Q2	$247K	Hold	4,582	–	–	0.05%	268
2016 Q1	$233K	Sell	4,582 -414	-8%	-$20.1K	0.04%	272
2015 Q4	$242K	Hold	4,996	–	–	0.05%	269
2015 Q3	$229K	Hold	4,996	–	–	0.05%	272
2015 Q2	$241K	Hold	4,996	–	–	0.04%	269
2015 Q1	$234K	Buy	4,996 +414	+9%	+$19.8K	0.04%	264
2014 Q4	$209K	Sell	4,582 -356	-7%	-$16.3K	0.04%	267
2014 Q3	$233K	Sell	4,938 -355	-7%	-$17.5K	0.05%	253
2014 Q2	$270K	Buy	5,293 +711	+16%	+$35.6K	0.05%	245
2014 Q1	$221K	Sell	4,582 -29,085	-86%	-$1.31M	0.05%	266
2013 Q4	$1.56M	Buy	33,667 +2,223	+7%	+$99.5K	0.34%	75
2013 Q3	$1.36M	Buy	31,444 +960	+3%	+$43.6K	0.36%	74
2013 Q2	$1.39M	Buy	+30,484	New	+$1.45M	0.36%	75

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

North Star Investment Management's UL Position: Q1 2026 in Review

North Star Investment Management increased its Unilever (UL) stake by 0.02% in Q1 2026, buying an estimated $134 and bringing the position to 12,174 shares worth $694K. The position accounts for 0.04% of the portfolio, ranked #340.

North Star Investment Management first reported a position in UL in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.56M in Q4 2013. 1,167 funds tracked by Wall St. Rank hold UL as of Q1 2026.

North Star Investment Management held 12,174 shares of Unilever worth $694K as of Q1 2026.
North Star Investment Management bought 2 Unilever shares in Q1 2026, an estimated $134.
Unilever made up 0.04% of North Star Investment Management's portfolio in Q1 2026, its #340 holding.
North Star Investment Management first reported a position in Unilever in Q2 2013 and has held it in 52 quarters since.
North Star Investment Management's Unilever position peaked at $1.56M in Q4 2013.
1,167 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.