SCS Capital Management’s Unilever UL Stock Holding History

SCS 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	$13.5M	Buy	224,254 +32,426	+17%	+$1.87M	0.13%	100
2026 Q1	$11M	Sell	191,828 -5,580	-3%	-$374K	0.12%	99
2025 Q4	$12.9M	Buy	197,408 +246	+0.1%	+$16.5K	0.14%	94
2025 Q3	$13.1M	Buy	197,162 +1,804	+0.9%	+$125K	0.14%	91
2025 Q2	$13.4M	Buy	195,358 +159,226	+441%	+$11.2M	0.15%	89
2025 Q1	$2.42M	Buy	+36,132	New	+$2.33M	0.03%	178

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

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

SCS Capital Management increased its Unilever (UL) stake by 17% in Q2 2026, buying an estimated $1.87M and bringing the position to 224,254 shares worth $13.5M. The position accounts for 0.13% of the portfolio, ranked #100.

SCS Capital Management first reported a position in UL in Q1 2025 and has held it in 6 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

SCS Capital Management held 224,254 shares of Unilever worth $13.5M as of Q2 2026.
SCS Capital Management bought 32,426 Unilever shares in Q2 2026, an estimated $1.87M.
Unilever made up 0.13% of SCS Capital Management's portfolio in Q2 2026, its #100 holding.
SCS Capital Management first reported a position in Unilever in Q1 2025 and has held it in 6 quarters since.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.