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Principal Street Partners’s Unilever UL Stock Holding History

Principal Street 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 		$367K Sell
6,099
-270
-4% -$15.6K 0.05% 168
2026
Q1 		$363K Hold
6,369
– – 0.06% 155
2025
Q4 		$417K Sell
6,369
-666
-9% -$44.8K 0.07% 142
2025
Q3 		$469K Sell
7,035
-13,466
-66% -$929K 0.07% 139
2025
Q2 		$1.41M Buy
20,501
+13,617
+198% +$955K 0.14% 95
2025
Q1 		$461K Hold
6,884
– – 0.09% 131
2024
Q4 		$439K Sell
6,884
-6,808
-50% -$460K 0.09% 131
2024
Q3 		$848K Buy
13,692
+6,808
+99% +$471K 0.14% 87
2024
Q2 		$426K Hold
6,884
– – 0.08% 144
2024
Q1 		$414K Buy
6,884
+75
+1% +$4.16K 0.08% 148
2023
Q4 		$371K Sell
6,809
-6,809
-50% -$367K 0.09% 143
2023
Q3 		$757K Buy
13,618
+6,809
+100% +$394K 0.15% 108
2023
Q2 		$399K Hold
6,809
– – 0.09% 142
2023
Q1 		$398K Sell
6,809
-771
-10% -$43.8K 0.1% 143
2022
Q4 		$429K Buy
7,580
+836
+12% +$44.7K 0.11% 134
2022
Q3 		$333K Buy
+6,744
New +$352K 0.09% 152

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 22.9% 1-Year Est. Return

Principal Street Partners's UL Position: Q2 2026 in Review

Principal Street Partners reduced its Unilever (UL) stake by 4.2% in Q2 2026, selling an estimated $15.6K and leaving 6,099 shares worth $367K. The position accounts for 0.05% of the portfolio, ranked #168.

Principal Street Partners first reported a position in UL in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.41M in Q2 2025. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Principal Street Partners held 6,099 shares of Unilever worth $367K as of Q2 2026.
  • Principal Street Partners sold 270 Unilever shares in Q2 2026, an estimated $15.6K.
  • Unilever made up 0.05% of Principal Street Partners's portfolio in Q2 2026, its #168 holding.
  • Principal Street Partners first reported a position in Unilever in Q3 2022 and has held it in 16 quarters since.
  • Principal Street Partners's Unilever position peaked at $1.41M in Q2 2025.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.