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Pekin Hardy Strauss’s Unilever UL Stock Holding History

Pekin Hardy Strauss’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 		$249K Hold
4,136
– – 0.02% 421
2026
Q1 		$236K Sell
4,136
-7
-0.2% -$469 0.02% 415
2025
Q4 		$271K Buy
+4,143
New +$278K 0.03% 372
2015
Q1 		– Sell
-41,740
Closed -$1.9M – 228
2014
Q4 		$1.9M Buy
+41,740
New +$1.92M 0.28% 75

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

Pekin Hardy Strauss's UL Position: Q2 2026 in Review

Pekin Hardy Strauss held its Unilever (UL) position steady in Q2 2026 at 4,136 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #421.

Pekin Hardy Strauss first reported a position in UL in Q4 2014 and has held it in 4 quarters since. The position peaked at $1.9M in Q4 2014. 1,193 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Pekin Hardy Strauss held 4,136 shares of Unilever worth $249K as of Q2 2026.
  • Pekin Hardy Strauss left its Unilever share count unchanged in Q2 2026.
  • Unilever made up 0.02% of Pekin Hardy Strauss's portfolio in Q2 2026, its #421 holding.
  • Pekin Hardy Strauss first reported a position in Unilever in Q4 2014 and has held it in 4 quarters since.
  • Pekin Hardy Strauss's Unilever position peaked at $1.9M in Q4 2014.
  • 1,193 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Pekin Hardy Strauss's 13F filing for Q2 2026, filed 30 Jul 2026.