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Rockland Trust’s Unilever UL Stock Holding History

Rockland Trust’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 		$9.75M Buy
162,239
+27,415
+20% +$1.58M 0.38% 69
2026
Q1 		$7.68M Buy
+134,824
New +$9.04M 0.31% 76
2025
Q4 		– Sell
-126,505
Closed -$8.44M – 319
2025
Q3 		$8.44M Sell
126,505
-17,699
-12% -$1.22M 0.35% 73
2025
Q2 		$9.92M Sell
144,204
-5,663
-4% -$397K 0.48% 64
2025
Q1 		$10M Sell
149,867
-8,358
-5% -$539K 0.5% 61
2024
Q4 		$10.1M Sell
158,225
-3,930
-2% -$265K 0.51% 58
2024
Q3 		$11.9M Sell
162,155
-1,897
-1% -$131K 0.58% 54
2024
Q2 		$10.1M Buy
164,052
+5,788
+4% +$342K 0.54% 56
2024
Q1 		$8.94M Buy
158,264
+3,389
+2% +$188K 0.47% 64
2023
Q4 		$8.45M Buy
154,875
+17,655
+13% +$952K 0.46% 60
2023
Q3 		$7.63M Buy
137,220
+1,939
+1% +$112K 0.46% 60
2023
Q2 		$7.93M Sell
135,281
-5,012
-4% -$298K 0.47% 64
2023
Q1 		$8.2M Buy
140,293
+1,713
+1% +$97.3K 0.52% 62
2022
Q4 		$7.85M Buy
138,580
+1,739
+1% +$93.1K 0.5% 66
2022
Q3 		$6.75M Buy
136,841
+4,709
+4% +$246K 0.48% 66
2022
Q2 		$6.81M Sell
132,132
-6,312
-5% -$321K 0.47% 65
2022
Q1 		$7.1M Buy
138,444
+44,737
+48% +$2.49M 0.45% 63
2021
Q4 		$5.67M Buy
93,707
+7,683
+9% +$456K 0.36% 72
2021
Q3 		$5.25M Buy
86,024
+5,835
+7% +$372K 0.37% 69
2021
Q2 		$5.28M Buy
80,189
+845
+1% +$56.2K 0.36% 70
2021
Q1 		$4.98M Buy
79,344
+11,191
+16% +$713K 0.36% 70
2020
Q4 		$4.63M Buy
+68,153
New +$4.62M 0.36% 68

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

Rockland Trust's UL Position: Q2 2026 in Review

Rockland Trust increased its Unilever (UL) stake by 20% in Q2 2026, buying an estimated $1.58M and bringing the position to 162,239 shares worth $9.75M. The position accounts for 0.38% of the portfolio, ranked #69.

Rockland Trust first reported a position in UL in Q4 2020 and has held it in 22 quarters since. The position peaked at $11.9M in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Rockland Trust held 162,239 shares of Unilever worth $9.75M as of Q2 2026.
  • Rockland Trust bought 27,415 Unilever shares in Q2 2026, an estimated $1.58M.
  • Unilever made up 0.38% of Rockland Trust's portfolio in Q2 2026, its #69 holding.
  • Rockland Trust first reported a position in Unilever in Q4 2020 and has held it in 22 quarters since.
  • Rockland Trust's Unilever position peaked at $11.9M in Q3 2024.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.