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Platform Technology Partners’s Unilever UL Stock Holding History

Platform Technology Partners’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 		$254K Buy
4,223
+38
+0.9% +$2.2K 0.04% 303
2026
Q1 		$238K Sell
4,185
-88
-2% -$5.9K 0.05% 278
2025
Q4 		$279K Buy
4,273
+117
+3% +$7.86K 0.06% 208
2025
Q3 		$277K Sell
4,156
-275
-6% -$19K 0.07% 207
2025
Q2 		$305K Sell
4,431
-32
-0.7% -$2.25K 0.08% 194
2025
Q1 		$299K Hold
4,463
– – 0.09% 184
2024
Q4 		$285K Sell
4,463
-252
-5% -$17K 0.09% 175
2024
Q3 		$345K Sell
4,715
-494
-9% -$34.1K 0.11% 161
2024
Q2 		$322K Buy
+5,209
New +$308K 0.11% 159
2023
Q4 		$309K Hold
5,432
– – 0.12% 155
2023
Q3 		$302K Sell
5,432
-444
-8% -$25.7K 0.14% 143
2023
Q2 		$338K Hold
5,876
– – 0.16% 139
2023
Q1 		$343K Hold
5,876
– – 0.17% 137
2022
Q4 		$333K Buy
5,876
+23
+0.4% +$1.23K 0.17% 132
2022
Q3 		$289K Buy
5,853
+444
+8% +$23.2K 0.16% 135
2022
Q2 		$279K Buy
5,409
+157
+3% +$8K 0.15% 140
2022
Q1 		$269K Sell
5,252
-308
-6% -$17.1K 0.13% 154
2021
Q4 		$336K Buy
5,560
+28
+0.5% +$1.66K 0.15% 152
2021
Q3 		$337K Buy
5,532
+30
+0.5% +$1.91K 0.15% 155
2021
Q2 		$362K Buy
+5,502
New +$366K 0.15% 161
2020
Q4 		$371K Buy
5,466
+1,144
+26% +$77.6K 0.18% 136
2020
Q3 		$300K Buy
4,322
+178
+4% +$11.9K 0.18% 132
2020
Q2 		$256K Hold
4,144
– – 0.18% 140
2020
Q1 		$236K Sell
4,144
-666
-14% -$41.8K 0.21% 129
2019
Q4 		$309K Buy
+4,810
New +$319K 0.23% 124

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

Platform Technology Partners's UL Position: Q2 2026 in Review

Platform Technology Partners increased its Unilever (UL) stake by 0.91% in Q2 2026, buying an estimated $2.2K and bringing the position to 4,223 shares worth $254K. The position accounts for 0.04% of the portfolio, ranked #303.

Platform Technology Partners first reported a position in UL in Q4 2019 and has held it in 25 quarters since. The position peaked at $371K in Q4 2020. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Platform Technology Partners held 4,223 shares of Unilever worth $254K as of Q2 2026.
  • Platform Technology Partners bought 38 Unilever shares in Q2 2026, an estimated $2.2K.
  • Unilever made up 0.04% of Platform Technology Partners's portfolio in Q2 2026, its #303 holding.
  • Platform Technology Partners first reported a position in Unilever in Q4 2019 and has held it in 25 quarters since.
  • Platform Technology Partners's Unilever position peaked at $371K in Q4 2020.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.