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&Partners’s Unilever UL Stock Holding History

&Partners’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 		$11M Sell
183,094
-2,800
-2% -$162K 0.05% 353
2026
Q1 		$10.6M Buy
185,894
+23,308
+14% +$1.56M 0.05% 305
2025
Q4 		$10.6M Buy
162,586
+26,406
+19% +$1.77M 0.06% 294
2025
Q3 		$9.07M Buy
136,180
+15,385
+13% +$1.06M 0.06% 283
2025
Q2 		$8.32M Buy
120,795
+21,097
+21% +$1.48M 0.06% 266
2025
Q1 		$6.67M Buy
99,698
+2,408
+2% +$155K 0.07% 245
2024
Q4 		$6.18M Buy
97,290
+58,290
+149% +$3.94M 0.07% 245
2024
Q3 		$2.85M Buy
39,000
+18,059
+86% +$1.25M 0.06% 297
2024
Q2 		$1.3M Buy
20,941
+14,617
+231% +$864K 0.06% 284
2024
Q1 		$362K Buy
+6,324
New +$350K 0.05% 332

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

&Partners's UL Position: Q2 2026 in Review

&Partners reduced its Unilever (UL) stake by 1.5% in Q2 2026, selling an estimated $162K and leaving 183,094 shares worth $11M. The position accounts for 0.05% of the portfolio, ranked #353.

&Partners first reported a position in UL in Q1 2024 and has held it in 10 quarters since. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • &Partners held 183,094 shares of Unilever worth $11M as of Q2 2026.
  • &Partners sold 2,800 Unilever shares in Q2 2026, an estimated $162K.
  • Unilever made up 0.05% of &Partners's portfolio in Q2 2026, its #353 holding.
  • &Partners first reported a position in Unilever in Q1 2024 and has held it in 10 quarters since.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.