SRC
UL icon

Sage Rhino Capital’s Unilever UL Stock Holding History

Sage Rhino 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
Q2 		$481K Sell
7,993
-38
-0.5% -$2.2K 0.08% 157
2026
Q1 		$458K Sell
8,031
-128
-2% -$8.58K 0.09% 153
2025
Q4 		$534K Sell
8,159
-136
-2% -$9.14K 0.1% 140
2025
Q3 		$553K Buy
8,295
+81
+1% +$5.59K 0.11% 142
2025
Q2 		$565K Hold
8,214
– – 0.12% 121
2025
Q1 		$550K Buy
8,214
+106
+1% +$6.84K 0.13% 121
2024
Q4 		$517K Sell
8,108
-88
-1% -$5.94K 0.11% 131
2024
Q3 		$599K Buy
8,196
+251
+3% +$17.4K 0.13% 121
2024
Q2 		$492K Buy
7,945
+202
+3% +$11.9K 0.12% 131
2024
Q1 		$437K Buy
7,743
+273
+4% +$15.1K 0.1% 139
2023
Q4 		$407K Sell
7,470
-589
-7% -$31.8K 0.1% 137
2023
Q3 		$448K Buy
8,059
+191
+2% +$11K 0.13% 124
2023
Q2 		$461K Sell
7,868
-232
-3% -$13.8K 0.13% 122
2023
Q1 		$473K Buy
8,100
+303
+4% +$17.2K 0.14% 119
2022
Q4 		$442K Buy
7,797
+841
+12% +$45K 0.14% 119
2022
Q3 		$343K Buy
6,956
+819
+13% +$42.8K 0.14% 117
2022
Q2 		$316K Buy
6,137
+1,318
+27% +$67.1K 0.12% 139
2022
Q1 		$247K Sell
4,819
-1,290
-21% -$71.8K 0.07% 185
2021
Q4 		$370K Buy
6,109
+453
+8% +$26.9K 0.1% 142
2021
Q3 		$345K Sell
5,656
-187
-3% -$11.9K 0.1% 135
2021
Q2 		$385K Buy
5,843
+194
+3% +$12.9K 0.11% 134
2021
Q1 		$355K Buy
5,649
+355
+7% +$22.6K 0.12% 124
2020
Q4 		$360K Buy
+5,294
New +$359K 0.14% 113

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

Sage Rhino Capital's UL Position: Q2 2026 in Review

Sage Rhino Capital reduced its Unilever (UL) stake by 0.47% in Q2 2026, selling an estimated $2.2K and leaving 7,993 shares worth $481K. The position accounts for 0.08% of the portfolio, ranked #157.

Sage Rhino Capital first reported a position in UL in Q4 2020 and has held it in 23 quarters since. The position peaked at $599K in Q3 2024. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Sage Rhino Capital held 7,993 shares of Unilever worth $481K as of Q2 2026.
  • Sage Rhino Capital sold 38 Unilever shares in Q2 2026, an estimated $2.2K.
  • Unilever made up 0.08% of Sage Rhino Capital's portfolio in Q2 2026, its #157 holding.
  • Sage Rhino Capital first reported a position in Unilever in Q4 2020 and has held it in 23 quarters since.
  • Sage Rhino Capital's Unilever position peaked at $599K in Q3 2024.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.