SGL Investment Advisors’s Unilever UL Stock Holding History

SGL Investment Advisors’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	$639K	Buy	10,169 +162	+2%	+$9.37K	0.22%	82
2026 Q1	$573K	Sell	10,007 -5	-0%	-$335	0.22%	86
2025 Q4	$717K	Buy	10,012 +141	+1%	+$9.48K	0.29%	76
2025 Q3	$674K	Sell	9,871 -37,710	-79%	-$2.6M	0.28%	75
2025 Q2	$3.26M	Sell	47,581 -614	-1%	-$43.1K	1.55%	28
2025 Q1	$3.39M	Sell	48,195 -1,362	-3%	-$87.9K	1.75%	24
2024 Q4	$3.3M	Buy	49,557 +801	+2%	+$54.1K	1.66%	26
2024 Q3	$3.15M	Buy	+48,756	New	+$3.37M	1.62%	29

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

SGL Investment Advisors's UL Position: Q2 2026 in Review

SGL Investment Advisors increased its Unilever (UL) stake by 1.6% in Q2 2026, buying an estimated $9.37K and bringing the position to 10,169 shares worth $639K. The position accounts for 0.22% of the portfolio, ranked #82.

SGL Investment Advisors first reported a position in UL in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.39M in Q1 2025. 1,193 funds tracked by Wall St. Rank hold UL as of Q2 2026.

SGL Investment Advisors held 10,169 shares of Unilever worth $639K as of Q2 2026.
SGL Investment Advisors bought 162 Unilever shares in Q2 2026, an estimated $9.37K.
Unilever made up 0.22% of SGL Investment Advisors's portfolio in Q2 2026, its #82 holding.
SGL Investment Advisors first reported a position in Unilever in Q3 2024 and has held it in 8 quarters since.
SGL Investment Advisors's Unilever position peaked at $3.39M in Q1 2025.
1,193 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.