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Probity Advisors’s Unilever UL Stock Holding History

Probity 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 		$292K Sell
4,863
-57
-1% -$3.29K 0.04% 205
2026
Q1 		$280K Sell
4,920
-255
-5% -$17.1K 0.04% 209
2025
Q4 		$338K Buy
5,175
+55
+1% +$3.7K 0.05% 189
2025
Q3 		$341K Sell
5,120
-133
-3% -$9.18K 0.06% 185
2025
Q2 		$362K Hold
5,253
– – 0.06% 184
2025
Q1 		$352K Hold
5,253
– – 0.07% 177
2024
Q4 		$335K Sell
5,253
-56
-1% -$3.78K 0.06% 184
2024
Q3 		$388K Hold
5,309
– – 0.07% 177
2024
Q2 		$328K Hold
5,309
– – 0.07% 181
2024
Q1 		$300K Hold
5,309
– – 0.06% 188
2023
Q4 		$290K Hold
5,309
– – 0.06% 185
2023
Q3 		$295K Hold
5,309
– – 0.07% 153
2023
Q2 		$311K Buy
+5,309
New +$315K 0.07% 156
2022
Q4 		$316K Hold
5,576
– – 0.07% 152
2022
Q3 		$275K Hold
5,576
– – 0.07% 155
2022
Q2 		$287K Hold
5,576
– – 0.07% 153
2022
Q1 		$286K Sell
5,576
-100
-2% -$5.57K 0.06% 164
2021
Q4 		$343K Sell
5,676
-888
-14% -$52.8K 0.07% 162
2021
Q3 		$400K Buy
6,564
+888
+16% +$56.6K 0.08% 151
2021
Q2 		$374K Hold
5,676
– – 0.08% 150
2021
Q1 		$356K Buy
+5,676
New +$361K 0.08% 149
2020
Q3 		$387K Hold
5,576
– – 0.11% 131
2020
Q2 		$344K Hold
5,576
– – 0.11% 135
2020
Q1 		$317K Hold
5,576
– – 0.12% 132
2019
Q4 		$359K Sell
5,576
-178
-3% -$11.8K 0.11% 141
2019
Q3 		$389K Hold
5,754
– – 0.13% 131
2019
Q2 		$401K Sell
5,754
-89
-2% -$6.04K 0.13% 130
2019
Q1 		$379K Sell
5,843
-111
-2% -$6.76K 0.13% 128
2018
Q4 		$350K Hold
5,954
– – 0.13% 128
2018
Q3 		$368K Hold
5,954
– – 0.12% 126
2018
Q2 		$370K Hold
5,954
– – 0.13% 122
2018
Q1 		$372K Hold
5,954
– – 0.13% 115
2017
Q4 		$371K Hold
5,954
– – 0.13% 115
2017
Q3 		$388K Hold
5,954
– – 0.14% 96
2017
Q2 		$362K Hold
5,954
– – 0.14% 104
2017
Q1 		$330K Hold
5,954
– – 0.13% 106
2016
Q4 		$273K Hold
5,954
– – 0.11% 114
2016
Q3 		$317K Sell
5,954
-11
-0.2% -$581 0.14% 108
2016
Q2 		$322K Buy
+5,965
New +$306K 0.14% 108

Other funds holding UL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Probity Advisors's UL Position: Q2 2026 in Review

Probity Advisors reduced its Unilever (UL) stake by 1.2% in Q2 2026, selling an estimated $3.29K and leaving 4,863 shares worth $292K. The position accounts for 0.04% of the portfolio, ranked #205.

Probity Advisors first reported a position in UL in Q2 2016 and has held it in 39 quarters since. The position peaked at $401K in Q2 2019. 595 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Probity Advisors held 4,863 shares of Unilever worth $292K as of Q2 2026.
  • Probity Advisors sold 57 Unilever shares in Q2 2026, an estimated $3.29K.
  • Unilever made up 0.04% of Probity Advisors's portfolio in Q2 2026, its #205 holding.
  • Probity Advisors first reported a position in Unilever in Q2 2016 and has held it in 39 quarters since.
  • Probity Advisors's Unilever position peaked at $401K in Q2 2019.
  • 595 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Probity Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.