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Prime Capital Investment Advisors’s Unilever UL Stock Holding History

Prime Capital Investment Advisors’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 		$1.49M Sell
24,792
-895
-3% -$51.7K 0.01% 436
2026
Q1 		$1.46M Sell
25,687
-981
-4% -$65.8K 0.02% 419
2025
Q4 		$1.74M Sell
26,668
-13,316
-33% -$895K 0.02% 373
2025
Q3 		$2.67M Sell
39,984
-6,310
-14% -$435K 0.03% 292
2025
Q2 		$3.19M Sell
46,294
-19,477
-30% -$1.37M 0.04% 264
2025
Q1 		$4.41M Buy
65,771
+2,998
+5% +$193K 0.05% 242
2024
Q4 		$4M Sell
62,773
-632
-1% -$42.7K 0.06% 215
2024
Q3 		$4.63M Sell
63,405
-27,594
-30% -$1.91M 0.07% 201
2024
Q2 		$5.63M Buy
90,999
+1,851
+2% +$109K 0.08% 169
2024
Q1 		$5.03M Buy
89,148
+19,248
+28% +$1.07M 0.07% 198
2023
Q4 		$3.81M Buy
69,900
+58,855
+533% +$3.18M 0.06% 228
2023
Q3 		$614K Buy
11,045
+203
+2% +$11.7K 0.01% 427
2023
Q2 		$636K Sell
10,842
-2,708
-20% -$161K 0.01% 426
2023
Q1 		$792K Buy
13,550
+3,943
+41% +$224K 0.03% 277
2022
Q4 		$544K Sell
9,607
-198
-2% -$10.6K 0.02% 320
2022
Q3 		$484K Buy
9,805
+1,097
+13% +$57.3K 0.03% 239
2022
Q2 		$449K Buy
8,708
+2,066
+31% +$105K 0.03% 243
2022
Q1 		$402K Sell
6,642
-133
-2% -$7.4K 0.02% 260
2021
Q4 		$410K Buy
6,775
+2,659
+65% +$158K 0.02% 257
2021
Q3 		$251K Buy
+4,116
New +$262K 0.02% 268
2021
Q1 		– Sell
-3,270
Closed -$222K – 504
2020
Q4 		$222K Buy
+3,270
New +$222K 0.02% 231
2020
Q3 		– Sell
-2,118
Closed -$131K – 506
2020
Q2 		$131K Buy
2,118
+129
+6% +$7.71K 0.01% 259
2020
Q1 		$113K Buy
+1,989
New +$125K 0.01% 229
2019
Q3 		– Sell
-300
Closed -$21K – 631
2019
Q2 		$21K Buy
+300
New +$20.4K ﹤0.01% 296
2019
Q1 		– Sell
-2,830
Closed -$166K – 458
2018
Q4 		$166K Buy
+2,830
New +$171K 0.06% 120
2018
Q3 		– Sell
-48
Closed -$3K – 362
2018
Q2 		$3K Buy
+48
New +$2.98K ﹤0.01% 317

Other funds holding UL

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Prime Capital Investment Advisors's UL Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Unilever (UL) stake by 3.5% in Q2 2026, selling an estimated $51.7K and leaving 24,792 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #436.

Prime Capital Investment Advisors first reported a position in UL in Q2 2018 and has held it in 26 quarters since. The position peaked at $5.63M in Q2 2024. 995 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Prime Capital Investment Advisors held 24,792 shares of Unilever worth $1.49M as of Q2 2026.
  • Prime Capital Investment Advisors sold 895 Unilever shares in Q2 2026, an estimated $51.7K.
  • Unilever made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #436 holding.
  • Prime Capital Investment Advisors first reported a position in Unilever in Q2 2018 and has held it in 26 quarters since.
  • Prime Capital Investment Advisors's Unilever position peaked at $5.63M in Q2 2024.
  • 995 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.