RCG
UL icon

Regatta Capital Group’s Unilever UL Stock Holding History

Regatta Capital Group’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 		$2.35M Buy
39,086
+1,134
+3% +$65.6K 0.32% 59
2026
Q1 		$2.16M Buy
37,952
+1,961
+5% +$131K 0.33% 54
2025
Q4 		$2.35M Sell
35,991
-529
-1% -$35.6K 0.36% 44
2025
Q3 		$2.44M Buy
36,520
+15
+0% +$1.03K 0.38% 43
2025
Q2 		$2.51M Buy
36,505
+1,329
+4% +$93.3K 0.43% 40
2025
Q1 		$2.36M Buy
35,176
+647
+2% +$41.7K 0.46% 39
2024
Q4 		$2.2M Buy
34,529
+1,002
+3% +$67.7K 0.43% 38
2024
Q3 		$2.45M Buy
33,527
+628
+2% +$43.4K 0.48% 41
2024
Q2 		$2.04M Buy
32,899
+779
+2% +$46K 0.44% 44
2024
Q1 		$1.81M Buy
32,120
+574
+2% +$31.8K 0.41% 49
2023
Q4 		$1.72M Sell
31,546
-760
-2% -$41K 0.45% 48
2023
Q3 		$1.8M Sell
32,306
-160
-0.5% -$9.25K 0.57% 37
2023
Q2 		$1.9M Sell
32,466
-386
-1% -$22.9K 0.6% 32
2023
Q1 		$1.86M Hold
32,852
– – 0.66% 34
2022
Q4 		$1.86M Sell
32,852
-1,751
-5% -$93.7K 0.66% 34
2022
Q3 		$1.78M Buy
34,603
+2,916
+9% +$152K 0.73% 34
2022
Q2 		$1.63M Buy
31,687
+6,762
+27% +$344K 0.78% 30
2022
Q1 		$1.28M Buy
24,925
+18
+0.1% +$1K 0.44% 60
2021
Q4 		$1.51M Buy
+24,907
New +$1.48M 0.53% 47

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

Regatta Capital Group's UL Position: Q2 2026 in Review

Regatta Capital Group increased its Unilever (UL) stake by 3% in Q2 2026, buying an estimated $65.6K and bringing the position to 39,086 shares worth $2.35M. The position accounts for 0.32% of the portfolio, ranked #59.

Regatta Capital Group first reported a position in UL in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.51M in Q2 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Regatta Capital Group held 39,086 shares of Unilever worth $2.35M as of Q2 2026.
  • Regatta Capital Group bought 1,134 Unilever shares in Q2 2026, an estimated $65.6K.
  • Unilever made up 0.32% of Regatta Capital Group's portfolio in Q2 2026, its #59 holding.
  • Regatta Capital Group first reported a position in Unilever in Q4 2021 and has held it in 19 quarters since.
  • Regatta Capital Group's Unilever position peaked at $2.51M in Q2 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.