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
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 $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Permanent Capital Management's UL Position: Q1 2026 in Review

Permanent Capital Management increased its Unilever (UL) stake by 0.15% in Q1 2026, buying an estimated $1.74K and bringing the position to 17,647 shares worth $1.04M. The position accounts for 0.16% of the portfolio, ranked #41.

Permanent Capital Management first reported a position in UL in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.37M in Q2 2024. 1,170 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Permanent Capital Management held 17,647 shares of Unilever worth $1.04M as of Q1 2026.
  • Permanent Capital Management bought 26 Unilever shares in Q1 2026, an estimated $1.74K.
  • Unilever made up 0.16% of Permanent Capital Management's portfolio in Q1 2026, its #41 holding.
  • Permanent Capital Management first reported a position in Unilever in Q2 2024 and has held it in 4 quarters since.
  • Permanent Capital Management's Unilever position peaked at $1.37M in Q2 2024.
  • 1,170 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Permanent Capital Management's 13F filing for Q1 2026, filed 14 May 2026.