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Parvin Asset Management’s Unilever UL Stock Holding History

Parvin Asset 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 		$214K Hold
3,567
– – 0.17% 128
2026
Q1 		$203K Sell
3,567
-177
-5% -$11.9K 0.15% 130
2025
Q4 		$245K Buy
3,744
+1,268
+51% +$85.2K 0.19% 113
2025
Q3 		$165K Hold
2,476
– – 0.14% 130
2025
Q2 		$170K Sell
2,476
-533
-18% -$37.4K 0.17% 118
2025
Q1 		$202K Hold
3,009
– – 0.22% 111
2024
Q4 		$192K Buy
+3,009
New +$203K 0.2% 110

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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

Parvin Asset Management's UL Position: Q2 2026 in Review

Parvin Asset Management held its Unilever (UL) position steady in Q2 2026 at 3,567 shares worth $214K. The position accounts for 0.17% of the portfolio, ranked #128.

Parvin Asset Management first reported a position in UL in Q4 2024 and has held it in 7 quarters since. The position peaked at $245K in Q4 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Parvin Asset Management held 3,567 shares of Unilever worth $214K as of Q2 2026.
  • Parvin Asset Management left its Unilever share count unchanged in Q2 2026.
  • Unilever made up 0.17% of Parvin Asset Management's portfolio in Q2 2026, its #128 holding.
  • Parvin Asset Management first reported a position in Unilever in Q4 2024 and has held it in 7 quarters since.
  • Parvin Asset Management's Unilever position peaked at $245K in Q4 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Parvin Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.