PCM
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Permanent Capital Management’s Unilever UL Stock Holding History

Permanent Capital 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 		$1.06M Buy
17,648
+1
+0% +$58 0.14% 49
2026
Q1 		$1.04M Buy
17,647
+26
+0.1% +$1.74K 0.16% 41
2025
Q4 		$1.15M Sell
17,621
-15
-0.1% -$1.01K 0.22% 48
2025
Q3 		$1.18M Buy
+17,636
New +$1.22M 0.22% 45
2024
Q2 		$1.37M Buy
+19,900
New +$1.18M 0.29% 36

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 22.9% 1-Year Est. Return

Permanent Capital Management's UL Position: Q2 2026 in Review

Permanent Capital Management increased its Unilever (UL) stake by 0.01% in Q2 2026, buying an estimated $58 and bringing the position to 17,648 shares worth $1.06M. The position accounts for 0.14% of the portfolio, ranked #49.

Permanent Capital Management first reported a position in UL in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.37M in Q2 2024. 1,195 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Permanent Capital Management held 17,648 shares of Unilever worth $1.06M as of Q2 2026.
  • Permanent Capital Management bought 1 Unilever share in Q2 2026, an estimated $58.
  • Unilever made up 0.14% of Permanent Capital Management's portfolio in Q2 2026, its #49 holding.
  • Permanent Capital Management first reported a position in Unilever in Q2 2024 and has held it in 5 quarters since.
  • Permanent Capital Management's Unilever position peaked at $1.37M in Q2 2024.
  • 1,195 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Permanent Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.