O'Brien Greene & Co’s Unilever UL Stock Holding History

O'Brien Greene & Co’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	$346K	Hold	5,758	–	–	0.1%	110
2026 Q1	$328K	Hold	5,758	–	–	0.09%	111
2025 Q4	$377K	Sell	5,758 -1	-0%	-$67	0.11%	103
2025 Q3	$384K	Sell	5,759 -152	-3%	-$10.5K	0.12%	99
2025 Q2	$407K	Hold	5,911	–	–	0.13%	89
2025 Q1	$396K	Hold	5,911	–	–	0.13%	92
2024 Q4	$377K	Buy	5,911 +152	+3%	+$10.3K	0.12%	97
2024 Q3	$421K	Sell	5,759 -155	-3%	-$10.7K	0.13%	95
2024 Q2	$366K	Buy	5,914 +155	+3%	+$9.16K	0.12%	101
2024 Q1	$325K	Hold	5,759	–	–	0.11%	106
2023 Q4	$314K	Hold	5,759	–	–	0.11%	101
2023 Q3	$320K	Hold	5,759	–	–	0.12%	98
2023 Q2	$338K	Hold	5,759	–	–	0.12%	102
2023 Q1	$336K	Hold	5,759	–	–	0.13%	102
2022 Q4	$326K	Sell	5,759 -11,833	-67%	-$633K	0.12%	108
2022 Q3	$867K	Buy	17,592 +11,919	+210%	+$623K	0.11%	114
2022 Q2	$292K	Sell	5,673 -15	-0.3%	-$764	0.11%	116
2022 Q1	$292K	Sell	5,688 -4	-0.1%	-$223	0.1%	115
2021 Q4	$344K	Buy	5,692 +137	+2%	+$8.14K	0.11%	112
2021 Q3	$339K	Hold	5,555	–	–	0.12%	108
2021 Q2	$366K	Buy	5,555 +174	+3%	+$11.6K	0.13%	106
2021 Q1	$338K	Hold	5,381	–	–	0.13%	101
2020 Q4	$365K	Buy	+5,381	New	+$365K	0.15%	96

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

O'Brien Greene & Co's UL Position: Q2 2026 in Review

O'Brien Greene & Co held its Unilever (UL) position steady in Q2 2026 at 5,758 shares worth $346K. The position accounts for 0.1% of the portfolio, ranked #110.

O'Brien Greene & Co first reported a position in UL in Q4 2020 and has held it in 23 quarters since. The position peaked at $867K in Q3 2022. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

O'Brien Greene & Co held 5,758 shares of Unilever worth $346K as of Q2 2026.
O'Brien Greene & Co left its Unilever share count unchanged in Q2 2026.
Unilever made up 0.1% of O'Brien Greene & Co's portfolio in Q2 2026, its #110 holding.
O'Brien Greene & Co first reported a position in Unilever in Q4 2020 and has held it in 23 quarters since.
O'Brien Greene & Co's Unilever position peaked at $867K in Q3 2022.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on O'Brien Greene & Co's 13F filing for Q2 2026, filed 6 Aug 2026.