Pullen Investment Management’s Unilever UL Stock Holding History

Pullen Investment Management’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	$1.51M	Buy	25,157 +258	+1%	+$14.9K	0.7%	55
2026 Q1	$1.42M	Sell	24,899 -139	-0.6%	-$9.32K	0.71%	58
2025 Q4	$1.64M	Sell	25,038 -194	-0.8%	-$13K	0.86%	43
2025 Q3	$1.68M	Buy	25,232 +142	+0.6%	+$9.8K	0.91%	44
2025 Q2	$1.73M	Sell	25,090 -102	-0.4%	-$7.16K	1.04%	40
2025 Q1	$1.69M	Buy	25,192 +564	+2%	+$36.4K	1.07%	31
2024 Q4	$1.57M	Sell	24,628 -2,884	-10%	-$195K	1.02%	37
2024 Q3	$2.01M	Buy	27,512 +512	+2%	+$35.4K	1.47%	17
2024 Q2	$1.67M	Buy	27,000 +7,077	+36%	+$418K	1.38%	18
2024 Q1	$1.12M	Buy	+19,923	New	+$1.1M	0.95%	37

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pullen Investment Management's UL Position: Q2 2026 in Review

Pullen Investment Management increased its Unilever (UL) stake by 1% in Q2 2026, buying an estimated $14.9K and bringing the position to 25,157 shares worth $1.51M. The position accounts for 0.7% of the portfolio, ranked #55.

Pullen Investment Management first reported a position in UL in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.01M in Q3 2024. 1,192 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Pullen Investment Management held 25,157 shares of Unilever worth $1.51M as of Q2 2026.
Pullen Investment Management bought 258 Unilever shares in Q2 2026, an estimated $14.9K.
Unilever made up 0.7% of Pullen Investment Management's portfolio in Q2 2026, its #55 holding.
Pullen Investment Management first reported a position in Unilever in Q1 2024 and has held it in 10 quarters since.
Pullen Investment Management's Unilever position peaked at $2.01M in Q3 2024.
1,192 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Pullen Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.