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PFG Investments’s Unilever UL Stock Holding History

PFG Investments’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 		$849K Buy
14,129
+3,015
+27% +$174K 0.03% 450
2026
Q1 		$633K Sell
11,114
-261
-2% -$17.5K 0.03% 513
2025
Q4 		$744K Sell
11,375
-133
-1% -$8.94K 0.04% 428
2025
Q3 		$767K Buy
11,508
+132
+1% +$9.11K 0.04% 412
2025
Q2 		$783K Buy
11,376
+1,344
+13% +$94.3K 0.05% 371
2025
Q1 		$672K Buy
10,032
+669
+7% +$43.2K 0.04% 393
2024
Q4 		$597K Sell
9,363
-61
-0.6% -$4.12K 0.04% 428
2024
Q3 		$689K Sell
9,424
-278
-3% -$19.2K 0.04% 386
2024
Q2 		$600K Buy
9,702
+305
+3% +$18K 0.04% 389
2024
Q1 		$531K Buy
9,397
+2,528
+37% +$140K 0.03% 503
2023
Q4 		$375K Buy
6,869
+154
+2% +$8.31K 0.07% 306
2023
Q3 		$373K Sell
6,715
-965
-13% -$55.8K 0.07% 306
2023
Q2 		$450K Buy
7,680
+1,083
+16% +$64.3K 0.08% 267
2023
Q1 		$385K Buy
+6,597
New +$375K 0.08% 289

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

PFG Investments's UL Position: Q2 2026 in Review

PFG Investments increased its Unilever (UL) stake by 27% in Q2 2026, buying an estimated $174K and bringing the position to 14,129 shares worth $849K. The position accounts for 0.03% of the portfolio, ranked #450.

PFG Investments first reported a position in UL in Q1 2023 and has held it in 14 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • PFG Investments held 14,129 shares of Unilever worth $849K as of Q2 2026.
  • PFG Investments bought 3,015 Unilever shares in Q2 2026, an estimated $174K.
  • Unilever made up 0.03% of PFG Investments's portfolio in Q2 2026, its #450 holding.
  • PFG Investments first reported a position in Unilever in Q1 2023 and has held it in 14 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.