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Salomon & Ludwin’s Unilever UL Stock Holding History

Salomon & Ludwin’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 		$82.1K Buy
1,349
+782
+138% +$45.2K 0.01% 327
2026
Q1 		$31.4K Buy
567
+44
+8% +$2.95K ﹤0.01% 751
2025
Q4 		$33.3K Sell
523
-271
-34% -$18.2K ﹤0.01% 562
2025
Q3 		$52.7K Buy
794
+768
+2,954% +$53K ﹤0.01% 375
2025
Q2 		$1.78K Buy
+26
New +$1.82K ﹤0.01% 679
2024
Q2 		– Sell
-309
Closed -$17.5K – 829
2024
Q1 		$17.5K Hold
309
– – ﹤0.01% 490
2023
Q4 		$17.2K Hold
309
– – ﹤0.01% 434
2023
Q3 		$17.2K Buy
+309
New +$17.9K ﹤0.01% 433

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

Salomon & Ludwin's UL Position: Q2 2026 in Review

Salomon & Ludwin increased its Unilever (UL) stake by 138% in Q2 2026, buying an estimated $45.2K and bringing the position to 1,349 shares worth $82.1K. The position accounts for 0.01% of the portfolio, ranked #327.

Salomon & Ludwin first reported a position in UL in Q3 2023 and has held it in 8 quarters since. 1,193 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Salomon & Ludwin held 1,349 shares of Unilever worth $82.1K as of Q2 2026.
  • Salomon & Ludwin bought 782 Unilever shares in Q2 2026, an estimated $45.2K.
  • Unilever made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #327 holding.
  • Salomon & Ludwin first reported a position in Unilever in Q3 2023 and has held it in 8 quarters since.
  • 1,193 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.