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PAX Financial Group’s Unilever UL Stock Holding History

PAX Financial 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 		$477K Sell
7,935
-1,433
-15% -$82.8K 0.07% 131
2026
Q1 		$534K Buy
9,368
+599
+7% +$40.1K 0.09% 117
2025
Q4 		$573K Sell
8,769
-45
-0.5% -$3.02K 0.1% 112
2025
Q3 		$588K Sell
8,814
-536
-6% -$37K 0.11% 125
2025
Q2 		$643K Sell
9,350
-2,457
-21% -$172K 0.12% 122
2025
Q1 		$791K Sell
11,807
-26
-0.2% -$1.68K 0.14% 124
2024
Q4 		$755K Buy
11,833
+1,470
+14% +$99.3K 0.14% 131
2024
Q3 		$757K Buy
10,363
+60
+0.6% +$4.15K 0.14% 131
2024
Q2 		$637K Buy
10,303
+225
+2% +$13.3K 0.12% 145
2024
Q1 		$569K Buy
10,078
+277
+3% +$15.3K 0.11% 171
2023
Q4 		$559K Buy
9,801
+1,843
+23% +$99.4K 0.12% 171
2023
Q3 		$442K Sell
7,958
-256
-3% -$14.8K 0.1% 162
2023
Q2 		$482K Sell
8,214
-225
-3% -$13.4K 0.11% 161
2023
Q1 		$493K Sell
8,439
-417
-5% -$23.7K 0.12% 152
2022
Q4 		$502K Sell
8,856
-1,562
-15% -$83.6K 0.13% 133
2022
Q3 		$514K Sell
10,418
-318
-3% -$16.6K 0.13% 131
2022
Q2 		$554K Sell
10,736
-2,948
-22% -$150K 0.14% 125
2022
Q1 		$702K Buy
13,684
+437
+3% +$24.3K 0.16% 113
2021
Q4 		$802K Buy
13,247
+516
+4% +$30.7K 0.18% 96
2021
Q3 		$777K Buy
12,731
+201
+2% +$12.8K 0.19% 87
2021
Q2 		$825K Buy
12,530
+1,084
+9% +$72.1K 0.21% 75
2021
Q1 		$719K Buy
11,446
+1,659
+17% +$106K 0.2% 75
2020
Q4 		$665K Buy
9,787
+196
+2% +$13.3K 0.21% 52
2020
Q3 		$666K Buy
+9,591
New +$640K 0.23% 45

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

PAX Financial Group's UL Position: Q2 2026 in Review

PAX Financial Group reduced its Unilever (UL) stake by 15% in Q2 2026, selling an estimated $82.8K and leaving 7,935 shares worth $477K. The position accounts for 0.07% of the portfolio, ranked #131.

PAX Financial Group first reported a position in UL in Q3 2020 and has held it in 24 quarters since. The position peaked at $825K in Q2 2021. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • PAX Financial Group held 7,935 shares of Unilever worth $477K as of Q2 2026.
  • PAX Financial Group sold 1,433 Unilever shares in Q2 2026, an estimated $82.8K.
  • Unilever made up 0.07% of PAX Financial Group's portfolio in Q2 2026, its #131 holding.
  • PAX Financial Group first reported a position in Unilever in Q3 2020 and has held it in 24 quarters since.
  • PAX Financial Group's Unilever position peaked at $825K in Q2 2021.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on PAX Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.