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Saratoga Research & Investment Management’s Unilever UL Stock Holding History

Saratoga Research & Investment Management’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 		$119M Buy
1,986,430
+113,071
+6% +$6.54M 6.53% 5
2026
Q1 		$107M Buy
1,873,359
+20,264
+1% +$1.36M 6.06% 6
2025
Q4 		$121M Sell
1,853,095
-21,320
-1% -$1.43M 6.35% 4
2025
Q3 		$125M Sell
1,874,415
-43,003
-2% -$2.97M 6.5% 4
2025
Q2 		$132M Sell
1,917,418
-89,194
-4% -$6.26M 7.06% 4
2025
Q1 		$134M Buy
2,006,612
+27,280
+1% +$1.76M 7.1% 2
2024
Q4 		$126M Sell
1,979,332
-338,512
-15% -$22.9M 6.37% 6
2024
Q3 		$169M Sell
2,317,844
-141,896
-6% -$9.81M 7.42% 2
2024
Q2 		$152M Buy
2,459,740
+19,845
+0.8% +$1.17M 6.92% 4
2024
Q1 		$138M Buy
2,439,895
+388,996
+19% +$21.6M 6.26% 6
2023
Q4 		$112M Sell
2,050,899
-182,516
-8% -$9.85M 5.16% 6
2023
Q3 		$124M Buy
2,233,415
+258,391
+13% +$14.9M 6.06% 2
2023
Q2 		$116M Buy
1,975,024
+123,406
+7% +$7.33M 5.34% 5
2023
Q1 		$108M Buy
1,851,618
+67,465
+4% +$3.83M 5.14% 5
2022
Q4 		$101M Sell
1,784,153
-79,366
-4% -$4.25M 5% 5
2022
Q3 		$91.9M Buy
1,863,519
+83,261
+5% +$4.35M 4.86% 5
2022
Q2 		$91.8M Buy
1,780,258
+81,386
+5% +$4.15M 4.55% 6
2022
Q1 		$87.1M Buy
1,698,872
+318,980
+23% +$17.8M 3.79% 11
2021
Q4 		$83.5M Sell
1,379,892
-36,586
-3% -$2.17M 3.56% 12
2021
Q3 		$86.4M Buy
1,416,478
+280,996
+25% +$17.9M 3.99% 9
2021
Q2 		$74.7M Buy
1,135,482
+36,369
+3% +$2.42M 3.53% 13
2021
Q1 		$69M Buy
1,099,113
+326,501
+42% +$20.8M 3.49% 13
2020
Q4 		$52.5M Buy
772,612
+249,717
+48% +$16.9M 2.81% 18
2020
Q3 		$36.3M Buy
522,895
+326,947
+167% +$21.8M 2.18% 23
2020
Q2 		$12.1M Buy
+195,948
New +$11.7M 0.76% 29

Other funds holding UL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Saratoga Research & Investment Management's UL Position: Q2 2026 in Review

Saratoga Research & Investment Management increased its Unilever (UL) stake by 6% in Q2 2026, buying an estimated $6.54M and bringing the position to 1,986,430 shares worth $119M. The position accounts for 6.53% of the portfolio, ranked #5.

Saratoga Research & Investment Management first reported a position in UL in Q2 2020 and has held it in 25 quarters since. The position peaked at $169M in Q3 2024. 745 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Saratoga Research & Investment Management held 1,986,430 shares of Unilever worth $119M as of Q2 2026.
  • Saratoga Research & Investment Management bought 113,071 Unilever shares in Q2 2026, an estimated $6.54M.
  • Unilever made up 6.53% of Saratoga Research & Investment Management's portfolio in Q2 2026, its #5 holding.
  • Saratoga Research & Investment Management first reported a position in Unilever in Q2 2020 and has held it in 25 quarters since.
  • Saratoga Research & Investment Management's Unilever position peaked at $169M in Q3 2024.
  • 745 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Saratoga Research & Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.