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Payne Capital’s Unilever UL Stock Holding History

Payne Capital’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 		$270K Hold
4,483
– – 0.22% 54
2026
Q1 		$255K Hold
4,483
– – 0.23% 55
2025
Q4 		$293K Buy
4,483
+39
+0.9% +$2.62K 0.3% 47
2025
Q3 		$296K Buy
+4,444
New +$307K 0.3% 49

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

Payne Capital's UL Position: Q2 2026 in Review

Payne Capital held its Unilever (UL) position steady in Q2 2026 at 4,483 shares worth $270K. The position accounts for 0.22% of the portfolio, ranked #54.

Payne Capital first reported a position in UL in Q3 2025 and has held it in 4 quarters since. The position peaked at $296K in Q3 2025. 1,178 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Payne Capital held 4,483 shares of Unilever worth $270K as of Q2 2026.
  • Payne Capital left its Unilever share count unchanged in Q2 2026.
  • Unilever made up 0.22% of Payne Capital's portfolio in Q2 2026, its #54 holding.
  • Payne Capital first reported a position in Unilever in Q3 2025 and has held it in 4 quarters since.
  • Payne Capital's Unilever position peaked at $296K in Q3 2025.
  • 1,178 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Payne Capital's 13F filing for Q2 2026, filed 11 Aug 2026.