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Roundview Capital’s Unilever UL Stock Holding History

Roundview Capital’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
Q1 		$485K Sell
8,522
-1,030
-11% -$69K 0.03% 267
2025
Q4 		$625K Sell
9,552
-730
-7% -$49.1K 0.04% 235
2025
Q3 		$686K Sell
10,282
-204
-2% -$14.1K 0.04% 241
2025
Q2 		$722K Sell
10,486
-765
-7% -$53.7K 0.05% 236
2025
Q1 		$754K Sell
11,251
-304
-3% -$19.6K 0.05% 223
2024
Q4 		$737K Sell
11,555
-448
-4% -$30.3K 0.05% 238
2024
Q3 		$877K Sell
12,003
-816
-6% -$56.4K 0.06% 233
2024
Q2 		$793K Sell
12,819
-1,125
-8% -$66.5K 0.06% 229
2024
Q1 		$787K Sell
13,944
-143
-1% -$7.92K 0.06% 226
2023
Q4 		$768K Sell
14,087
-1,035
-7% -$55.8K 0.07% 216
2023
Q3 		$840K Sell
15,122
-2,282
-13% -$132K 0.08% 207
2023
Q2 		$1.02M Sell
17,404
-10,590
-38% -$629K 0.1% 187
2023
Q1 		$1.64M Buy
27,994
+1
+0% +$57 0.17% 134
2022
Q4 		$1.59M Sell
27,993
-53
-0.2% -$2.84K 0.18% 137
2022
Q3 		$1.38M Buy
28,046
+614
+2% +$32.1K 0.17% 134
2022
Q2 		$1.41M Buy
27,432
+1,098
+4% +$55.9K 0.17% 135
2022
Q1 		$1.35M Buy
26,334
+10,521
+67% +$586K 0.14% 151
2021
Q4 		$957K Buy
15,813
+1,085
+7% +$64.5K 0.1% 191
2021
Q3 		$898K Buy
14,728
+28
+0.2% +$1.78K 0.1% 190
2021
Q2 		$967K Sell
14,700
-214
-1% -$14.2K 0.11% 186
2021
Q1 		$937K Buy
14,914
+113
+0.8% +$7.2K 0.12% 174
2020
Q4 		$1M Buy
+14,801
New +$1M 0.14% 149
2018
Q1 		– Sell
-3,707
Closed -$231K – 234
2017
Q4 		$231K Hold
3,707
– – 0.06% 212
2017
Q3 		$242K Buy
3,707
+156
+4% +$10K 0.07% 192
2017
Q2 		$216K Buy
+3,551
New +$212K 0.06% 208

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Roundview Capital's UL Position: Q1 2026 in Review

Roundview Capital reduced its Unilever (UL) stake by 11% in Q1 2026, selling an estimated $69K and leaving 8,522 shares worth $485K. The position accounts for 0.03% of the portfolio, ranked #267.

Roundview Capital first reported a position in UL in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.64M in Q1 2023. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Roundview Capital held 8,522 shares of Unilever worth $485K as of Q1 2026.
  • Roundview Capital sold 1,030 Unilever shares in Q1 2026, an estimated $69K.
  • Unilever made up 0.03% of Roundview Capital's portfolio in Q1 2026, its #267 holding.
  • Roundview Capital first reported a position in Unilever in Q2 2017 and has held it in 25 quarters since.
  • Roundview Capital's Unilever position peaked at $1.64M in Q1 2023.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.