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Novem Group’s Unilever UL Stock Holding History

Novem 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 		$429K Sell
7,140
-317
-4% -$18.3K 0.04% 298
2026
Q1 		$425K Sell
7,457
-2,025
-21% -$136K 0.05% 295
2025
Q4 		$620K Buy
9,482
+79
+0.8% +$5.31K 0.07% 232
2025
Q3 		$627K Buy
9,403
+344
+4% +$23.7K 0.07% 233
2025
Q2 		$623K Buy
9,059
+804
+10% +$56.4K 0.08% 230
2025
Q1 		$553K Buy
8,255
+2,032
+33% +$131K 0.08% 215
2024
Q4 		$397K Buy
+6,223
New +$420K 0.06% 255

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

Novem Group's UL Position: Q2 2026 in Review

Novem Group reduced its Unilever (UL) stake by 4.3% in Q2 2026, selling an estimated $18.3K and leaving 7,140 shares worth $429K. The position accounts for 0.04% of the portfolio, ranked #298.

Novem Group first reported a position in UL in Q4 2024 and has held it in 7 quarters since. The position peaked at $627K in Q3 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Novem Group held 7,140 shares of Unilever worth $429K as of Q2 2026.
  • Novem Group sold 317 Unilever shares in Q2 2026, an estimated $18.3K.
  • Unilever made up 0.04% of Novem Group's portfolio in Q2 2026, its #298 holding.
  • Novem Group first reported a position in Unilever in Q4 2024 and has held it in 7 quarters since.
  • Novem Group's Unilever position peaked at $627K in Q3 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.