Schnieders Capital Management’s Unilever UL Stock Holding History

Schnieders Capital 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	–	Sell	-4,098	Closed	-$233K	–	252
2026 Q1	$233K	Hold	4,098	–	–	0.04%	187
2025 Q4	$268K	Buy	4,098 +73	+2%	+$4.91K	0.04%	186
2025 Q3	$268K	Sell	4,025 -98	-2%	-$6.76K	0.05%	195
2025 Q2	$284K	Hold	4,123	–	–	0.05%	186
2025 Q1	$276K	Hold	4,123	–	–	0.06%	171
2024 Q4	$263K	Hold	4,123	–	–	0.05%	179
2024 Q3	$301K	Buy	4,123 +23	+0.6%	+$1.59K	0.06%	169
2024 Q2	$254K	Hold	4,100	–	–	0.05%	173
2024 Q1	$231K	Hold	4,100	–	–	0.05%	184
2023 Q4	$224K	Sell	4,100 -444	-10%	-$24K	0.05%	183
2023 Q3	$253K	Hold	4,544	–	–	0.06%	158
2023 Q2	$266K	Sell	4,544 -22	-0.5%	-$1.31K	0.06%	168
2023 Q1	$267K	Sell	4,566 -45	-1%	-$2.56K	0.06%	170
2022 Q4	$261K	Buy	+4,611	New	+$247K	0.06%	173

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Schnieders Capital Management's UL Position: Q2 2026 in Review

Schnieders Capital Management sold out of Unilever (UL) in Q2 2026, closing a stake of 4,098 shares — an estimated $233K sold.

Schnieders Capital Management first reported a position in UL in Q4 2022 and held it in 14 quarters. The position peaked at $301K in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Schnieders Capital Management reported no remaining Unilever position as of Q2 2026 after selling out during the quarter.
Schnieders Capital Management sold 4,098 Unilever shares in Q2 2026, an estimated $233K.
Schnieders Capital Management first reported a position in Unilever in Q4 2022 and held it in 14 quarters.
Schnieders Capital Management's Unilever position peaked at $301K in Q3 2024.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Schnieders Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.