SO
UL icon

Sierra Ocean’s Unilever UL Stock Holding History

Sierra Ocean’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 		$235K Buy
+3,914
New +$226K 0.16% 63
2025
Q4 		– Sell
-4,475
Closed -$298K – 68
2025
Q3 		$298K Sell
4,475
-244
-5% -$16.8K 0.25% 46
2025
Q2 		$325K Sell
4,719
-66
-1% -$4.63K 0.23% 45
2025
Q1 		$321K Sell
4,785
-151
-3% -$9.74K 0.25% 41
2024
Q4 		$315K Buy
+4,936
New +$333K 0.26% 44

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

Sierra Ocean's UL Position: Q2 2026 in Review

Sierra Ocean opened a new position in Unilever (UL) in Q2 2026: 3,914 shares worth $235K. The stake represents 0.16% of the portfolio and ranks #63 among its holdings. This is a return to the name: Sierra Ocean previously reported a position in UL as recently as Q3 2025.

Sierra Ocean first reported a position in UL in Q4 2024 and has held it in 5 quarters since. The position peaked at $325K in Q2 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Sierra Ocean held 3,914 shares of Unilever worth $235K as of Q2 2026.
  • Unilever was a new Sierra Ocean position in Q2 2026.
  • Unilever made up 0.16% of Sierra Ocean's portfolio in Q2 2026, its #63 holding.
  • Sierra Ocean first reported a position in Unilever in Q4 2024 and has held it in 5 quarters since.
  • Sierra Ocean's Unilever position peaked at $325K in Q2 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Sierra Ocean's 13F filing for Q2 2026, filed 7 Aug 2026.