NCM
UL icon

Northside Capital Management’s Unilever UL Stock Holding History

Northside Capital 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
Q2 		$5.93M Sell
98,614
-37,888
-28% -$2.19M 0.49% 57
2026
Q1 		$7.78M Sell
136,502
-8,446
-6% -$566K 0.68% 47
2025
Q4 		$9.48M Sell
144,948
-29
-0% -$1.95K 0.82% 38
2025
Q3 		$9.67M Buy
144,977
+116,786
+414% +$8.06M 0.88% 35
2025
Q2 		$1.94M Buy
+28,191
New +$1.98M 0.15% 73

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

Northside Capital Management's UL Position: Q2 2026 in Review

Northside Capital Management reduced its Unilever (UL) stake by 28% in Q2 2026, selling an estimated $2.19M and leaving 98,614 shares worth $5.93M. The position accounts for 0.49% of the portfolio, ranked #57.

Northside Capital Management first reported a position in UL in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.67M in Q3 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Northside Capital Management held 98,614 shares of Unilever worth $5.93M as of Q2 2026.
  • Northside Capital Management sold 37,888 Unilever shares in Q2 2026, an estimated $2.19M.
  • Unilever made up 0.49% of Northside Capital Management's portfolio in Q2 2026, its #57 holding.
  • Northside Capital Management first reported a position in Unilever in Q2 2025 and has held it in 5 quarters since.
  • Northside Capital Management's Unilever position peaked at $9.67M in Q3 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Northside Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.