Optimist Retirement Group’s Unilever UL Stock Holding History

Optimist Retirement 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	$1.78M	Buy	29,576 +251	+0.9%	+$14.5K	0.69%	42
2026 Q1	$1.67M	Sell	29,325 -3,780	-11%	-$253K	0.74%	42
2025 Q4	$2.17M	Buy	33,105 +21	+0.1%	+$1.41K	0.99%	32
2025 Q3	$2.21M	Buy	33,084 +432	+1%	+$29.8K	1%	36
2025 Q2	$2.25M	Sell	32,652 -2,310	-7%	-$162K	1.08%	28
2025 Q1	$2.34M	Buy	34,962 +612	+2%	+$39.5K	1.17%	25
2024 Q4	$2.19M	Sell	34,350 -446	-1%	-$30.1K	1.04%	24
2024 Q3	$2.54M	Buy	34,796 +907	+3%	+$62.7K	1.15%	19
2024 Q2	$2.1M	Buy	33,889 +2,157	+7%	+$127K	1.1%	23
2024 Q1	$1.79M	Buy	31,732 +12,654	+66%	+$701K	0.92%	32
2023 Q4	$1.04M	Buy	+19,078	New	+$1.03M	0.68%	34

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

Optimist Retirement Group's UL Position: Q2 2026 in Review

Optimist Retirement Group increased its Unilever (UL) stake by 0.86% in Q2 2026, buying an estimated $14.5K and bringing the position to 29,576 shares worth $1.78M. The position accounts for 0.69% of the portfolio, ranked #42.

Optimist Retirement Group first reported a position in UL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.54M in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Optimist Retirement Group held 29,576 shares of Unilever worth $1.78M as of Q2 2026.
Optimist Retirement Group bought 251 Unilever shares in Q2 2026, an estimated $14.5K.
Unilever made up 0.69% of Optimist Retirement Group's portfolio in Q2 2026, its #42 holding.
Optimist Retirement Group first reported a position in Unilever in Q4 2023 and has held it in 11 quarters since.
Optimist Retirement Group's Unilever position peaked at $2.54M in Q3 2024.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.