Saturna Capital’s Unilever UL Stock Holding History

Saturna 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	$45.3M	Buy	794,310 +218,767	+38%	+$14.7M	0.64%	34
2025 Q4	$37.6M	Buy	575,543 +30,976	+6%	+$2.08M	0.5%	37
2025 Q3	$36.3M	Buy	544,567 +5,182	+1%	+$358K	0.47%	40
2025 Q2	$37.1M	Buy	539,385 +769	+0.1%	+$54K	0.5%	44
2025 Q1	$36.1M	Buy	538,616 +7,378	+1%	+$476K	0.54%	46
2024 Q4	$33.9M	Buy	531,238 +20,727	+4%	+$1.4M	0.46%	50
2024 Q3	$37.3M	Buy	510,511 +2,743	+0.5%	+$190K	0.49%	49
2024 Q2	$31.4M	Buy	507,768 +30,181	+6%	+$1.78M	0.42%	51
2024 Q1	$27M	Sell	477,587 -125	-0%	-$6.92K	0.37%	58
2023 Q4	$26.1M	Sell	477,712 -3,139	-0.7%	-$169K	0.41%	59
2023 Q3	$26.7M	Buy	480,851 +36,947	+8%	+$2.14M	0.47%	59
2023 Q2	$26M	Buy	443,904 +7,511	+2%	+$446K	0.45%	58
2023 Q1	$25.6M	Buy	436,393 +6,845	+2%	+$389K	0.5%	58
2022 Q4	$24.3M	Sell	429,548 -29,858	-6%	-$1.6M	0.52%	55
2022 Q3	$22.7M	Buy	459,406 +2,084	+0.5%	+$109K	0.55%	55
2022 Q2	$23.6M	Buy	457,322 +17,787	+4%	+$906K	0.56%	56
2022 Q1	$22.5M	Sell	439,535 -17,611	-4%	-$980K	0.45%	56
2021 Q4	$27.8M	Buy	457,146 +21,849	+5%	+$1.3M	0.5%	53
2021 Q3	$26.6M	Buy	435,297 +23,808	+6%	+$1.52M	0.53%	54
2021 Q2	$27.1M	Buy	411,489 +3,742	+0.9%	+$249K	0.56%	54
2021 Q1	$25.6M	Sell	407,747 -29,422	-7%	-$1.87M	0.57%	53
2020 Q4	$29.7M	Buy	437,169 +65,922	+18%	+$4.47M	0.67%	53
2020 Q3	$25.8M	Hold	371,247	–	–	0.66%	52
2020 Q2	$22.9M	Hold	371,247	–	–	0.64%	53
2020 Q1	$21.5M	Hold	371,247	–	–	0.7%	52
2019 Q4	$23.9M	Hold	371,247	–	–	0.65%	54
2019 Q3	$25.1M	Hold	371,247	–	–	0.73%	52
2019 Q2	$25.9M	Buy	371,247 +1,361	+0.4%	+$92.4K	0.76%	53
2019 Q1	$24M	Buy	369,886 +19	+0%	+$1.16K	0.7%	57
2018 Q4	$21.7M	Buy	369,867 +1,689	+0.5%	+$102K	0.73%	58
2018 Q3	$22.8M	Hold	368,178	–	–	0.66%	58
2018 Q2	$22.9M	Hold	368,178	–	–	0.73%	58
2018 Q1	$23M	Sell	368,178 -755	-0.2%	-$45.9K	0.73%	59
2017 Q4	$23M	Hold	368,933	–	–	0.7%	59
2017 Q3	$24.1M	Sell	368,933 -23,156	-6%	-$1.49M	0.78%	57
2017 Q2	$23.9M	Hold	392,089	–	–	0.79%	58
2017 Q1	$21.8M	Buy	392,089 +356	+0.1%	+$18K	0.74%	59
2016 Q4	$17.9M	Buy	391,733 +13,333	+4%	+$621K	0.63%	64
2016 Q3	$20.2M	Hold	378,400	–	–	0.66%	63
2016 Q2	$20.4M	Hold	378,400	–	–	0.65%	65
2016 Q1	$19.3M	Hold	378,400	–	–	0.62%	66
2015 Q4	$18.4M	Hold	378,400	–	–	0.57%	72
2015 Q3	$17.4M	Hold	378,400	–	–	0.55%	73
2015 Q2	$18.3M	Buy	378,400 +2,800	+0.7%	+$138K	0.51%	76
2015 Q1	$17.9M	Hold	375,600	–	–	0.48%	80
2014 Q4	$17.1M	Buy	375,600 +1,956	+0.5%	+$89.7K	0.45%	80
2014 Q3	$17.6M	Hold	373,644	–	–	0.47%	81
2014 Q2	$19M	Hold	373,644	–	–	0.5%	84
2014 Q1	$18M	Hold	373,644	–	–	0.47%	85
2013 Q4	$17.3M	Hold	373,644	–	–	0.44%	89
2013 Q3	$16.2M	Buy	373,644 +4,444	+1%	+$202K	0.43%	91
2013 Q2	$16.8M	Buy	+369,200	New	+$17.5M	0.46%	87

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Saturna Capital's UL Position: Q1 2026 in Review

Saturna Capital increased its Unilever (UL) stake by 38% in Q1 2026, buying an estimated $14.7M and bringing the position to 794,310 shares worth $45.3M. The position accounts for 0.64% of the portfolio, ranked #34.

Saturna Capital first reported a position in UL in Q2 2013 and has held it in 52 quarters since. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Saturna Capital held 794,310 shares of Unilever worth $45.3M as of Q1 2026.
Saturna Capital bought 218,767 Unilever shares in Q1 2026, an estimated $14.7M.
Unilever made up 0.64% of Saturna Capital's portfolio in Q1 2026, its #34 holding.
Saturna Capital first reported a position in Unilever in Q2 2013 and has held it in 52 quarters since.
1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Saturna Capital's 13F filing for Q1 2026, filed 12 May 2026.