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Savant Capital’s Unilever UL Stock Holding History

Savant 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 		$5.86M Buy
94,330
+76,726
+436% +$4.44M 0.02% 379
2026
Q1 		$1M Sell
17,604
-4,713
-21% -$316K ﹤0.01% 633
2025
Q4 		$1.46M Buy
22,317
+4,458
+25% +$300K 0.01% 472
2025
Q3 		$1.19M Sell
17,859
-1,029
-5% -$71K 0.01% 516
2025
Q2 		$1.3M Buy
18,888
+6,804
+56% +$477K 0.01% 445
2025
Q1 		$810K Sell
12,084
-3,851
-24% -$248K 0.01% 541
2024
Q4 		$1.02M Buy
15,935
+2,978
+23% +$201K 0.01% 648
2024
Q3 		$947K Buy
12,957
+5,057
+64% +$350K 0.01% 663
2024
Q2 		$489K Buy
7,900
+524
+7% +$31K ﹤0.01% 801
2024
Q1 		$416K Buy
7,376
+890
+14% +$49.3K ﹤0.01% 793
2023
Q4 		$354K Sell
6,486
-830
-11% -$44.8K ﹤0.01% 654
2023
Q3 		$407K Sell
7,316
-166
-2% -$9.59K 0.01% 572
2023
Q2 		$439K Buy
7,482
+2,326
+45% +$138K 0.01% 539
2023
Q1 		$301K Sell
5,156
-12
-0.2% -$682 0.01% 593
2022
Q4 		$273K Buy
5,168
+965
+23% +$51.6K 0.01% 488
2022
Q3 		$207K Buy
4,203
+152
+4% +$7.94K 0.01% 507
2022
Q2 		$209K Buy
+4,051
New +$206K 0.01% 521
2022
Q1 		– Sell
-3,510
Closed -$213K – 586
2021
Q4 		$213K Buy
3,510
+231
+7% +$13.7K 0.01% 534
2021
Q3 		$200K Buy
3,279
+60
+2% +$3.82K 0.01% 502
2021
Q2 		$212K Buy
+3,219
New +$214K 0.01% 469

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

Savant Capital's UL Position: Q2 2026 in Review

Savant Capital increased its Unilever (UL) stake by 436% in Q2 2026, buying an estimated $4.44M and bringing the position to 94,330 shares worth $5.86M. The position accounts for 0.02% of the portfolio, ranked #379.

Savant Capital first reported a position in UL in Q2 2021 and has held it in 20 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Savant Capital held 94,330 shares of Unilever worth $5.86M as of Q2 2026.
  • Savant Capital bought 76,726 Unilever shares in Q2 2026, an estimated $4.44M.
  • Unilever made up 0.02% of Savant Capital's portfolio in Q2 2026, its #379 holding.
  • Savant Capital first reported a position in Unilever in Q2 2021 and has held it in 20 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.