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Shelton Capital Management’s Unilever UL Stock Holding History

Shelton 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 		$362K Buy
6,022
+229
+4% +$13.2K 0.01% 469
2026
Q1 		$330K Sell
5,793
-251
-4% -$16.8K 0.01% 478
2025
Q4 		$395K Sell
6,044
-13
-0.2% -$874 0.01% 415
2025
Q3 		$404K Hold
6,057
– – 0.01% 415
2025
Q2 		$417K Sell
6,057
-13,570
-69% -$952K 0.01% 392
2025
Q1 		$1.31M Buy
19,627
+9,630
+96% +$621K 0.03% 254
2024
Q4 		$638K Sell
9,997
-177
-2% -$12K 0.02% 305
2024
Q3 		$744K Buy
10,174
+201
+2% +$13.9K 0.02% 295
2024
Q2 		$617K Sell
9,973
-591
-6% -$34.9K 0.02% 308
2024
Q1 		$597K Sell
10,564
-7
-0.1% -$388 0.02% 328
2023
Q4 		$577K Sell
10,571
-55
-0.5% -$2.97K 0.02% 314
2023
Q3 		$591K Sell
10,626
-160
-1% -$9.25K 0.02% 301
2023
Q2 		$633K Sell
10,786
-2,834
-21% -$168K 0.02% 299
2023
Q1 		$796K Sell
13,620
-22,524
-62% -$1.28M 0.03% 254
2022
Q4 		$2.05M Sell
36,144
-38,484
-52% -$2.06M 0.21% 159
2022
Q3 		$3.68M Sell
74,628
-9,681
-11% -$506K 0.18% 138
2022
Q2 		$4.35M Sell
84,309
-4,982
-6% -$254K 0.2% 115
2022
Q1 		$4.58M Buy
89,291
+144
+0.2% +$8.02K 0.17% 135
2021
Q4 		$5.39M Sell
89,147
-1,069
-1% -$63.5K 0.19% 113
2021
Q3 		$5.5M Sell
90,216
-413
-0.5% -$26.3K 0.22% 105
2021
Q2 		$5.96M Sell
90,629
-62,976
-41% -$4.19M 0.23% 96
2021
Q1 		$9.65M Buy
153,605
+77,515
+102% +$4.94M 0.34% 66
2020
Q4 		$5.17M Buy
+76,090
New +$5.16M 0.23% 92

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

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

Shelton Capital Management increased its Unilever (UL) stake by 4% in Q2 2026, buying an estimated $13.2K and bringing the position to 6,022 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #469.

Shelton Capital Management first reported a position in UL in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.65M in Q1 2021. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Shelton Capital Management held 6,022 shares of Unilever worth $362K as of Q2 2026.
  • Shelton Capital Management bought 229 Unilever shares in Q2 2026, an estimated $13.2K.
  • Unilever made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #469 holding.
  • Shelton Capital Management first reported a position in Unilever in Q4 2020 and has held it in 23 quarters since.
  • Shelton Capital Management's Unilever position peaked at $9.65M in Q1 2021.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.