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Principal Securities’s Unilever UL Stock Holding History

Principal Securities’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 		$2.75M Sell
45,823
-728
-2% -$42.1K 0.03% 437
2026
Q1 		$2.65M Buy
46,551
+5,369
+13% +$360K 0.04% 401
2025
Q4 		$2.69M Sell
41,182
-5,416
-12% -$364K 0.04% 379
2025
Q3 		$3.11M Buy
46,598
+1,500
+3% +$104K 0.05% 331
2025
Q2 		$3.1M Buy
45,098
+11,534
+34% +$809K 0.06% 301
2025
Q1 		$2.14M Hold
33,564
– – 0.05% 338
2024
Q4 		$2.14M Buy
33,564
+7,417
+28% +$501K 0.05% 336
2024
Q3 		$1.91M Buy
26,147
+5,003
+24% +$346K 0.05% 361
2024
Q2 		$1.31M Sell
21,144
-2,651
-11% -$157K 0.04% 413
2024
Q1 		$1.34M Buy
23,795
+3,065
+15% +$170K 0.04% 377
2023
Q4 		$1.13M Buy
+20,730
New +$1.12M 0.04% 377

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

Principal Securities's UL Position: Q2 2026 in Review

Principal Securities reduced its Unilever (UL) stake by 1.6% in Q2 2026, selling an estimated $42.1K and leaving 45,823 shares worth $2.75M. The position accounts for 0.03% of the portfolio, ranked #437.

Principal Securities first reported a position in UL in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.11M in Q3 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Principal Securities held 45,823 shares of Unilever worth $2.75M as of Q2 2026.
  • Principal Securities sold 728 Unilever shares in Q2 2026, an estimated $42.1K.
  • Unilever made up 0.03% of Principal Securities's portfolio in Q2 2026, its #437 holding.
  • Principal Securities first reported a position in Unilever in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Unilever position peaked at $3.11M in Q3 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.