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Perpetual Ltd’s Unilever UL Stock Holding History

Perpetual Ltd’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 		– Sell
-4,738
Closed -$270K – 459
2026
Q1 		$270K Buy
+4,738
New +$318K ﹤0.01% 395
2025
Q4 		– Sell
-25,161
Closed -$1.68M – 467
2025
Q3 		$1.68M Sell
25,161
-3,033
-11% -$209K 0.02% 202
2025
Q2 		$1.94M Sell
28,194
-4,614
-14% -$324K 0.02% 200
2025
Q1 		$2.2M Sell
32,808
-3,868
-11% -$250K 0.03% 189
2024
Q4 		$2.34M Sell
36,676
-18,886
-34% -$1.28M 0.03% 180
2024
Q3 		$4.06M Sell
55,562
-6,475
-10% -$448K 0.04% 153
2024
Q2 		$3.84M Buy
62,037
+3,384
+6% +$200K 0.04% 168
2024
Q1 		$3.31M Hold
58,653
– – 0.03% 182
2023
Q4 		$3.2M Hold
58,653
– – 0.03% 176
2023
Q3 		$3.26M Sell
58,653
-3,759
-6% -$217K 0.03% 181
2023
Q2 		$3.66M Hold
62,412
– – 0.03% 198
2023
Q1 		$3.65M Buy
+62,412
New +$3.55M 0.03% 203

Other funds holding UL

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Perpetual Ltd's UL Position: Q2 2026 in Review

Perpetual Ltd sold out of Unilever (UL) in Q2 2026, closing a stake of 4,738 shares — an estimated $270K sold.

Perpetual Ltd first reported a position in UL in Q1 2023 and held it in 12 quarters. The position peaked at $4.06M in Q3 2024. 442 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Perpetual Ltd reported no remaining Unilever position as of Q2 2026 after selling out during the quarter.
  • Perpetual Ltd sold 4,738 Unilever shares in Q2 2026, an estimated $270K.
  • Perpetual Ltd first reported a position in Unilever in Q1 2023 and held it in 12 quarters.
  • Perpetual Ltd's Unilever position peaked at $4.06M in Q3 2024.
  • 442 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.