Silvercrest Asset Management’s Unilever UL Stock Holding History

Silvercrest Asset 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	$464K	Sell	7,717 -23,219	-75%	-$1.34M	﹤0.01%	710
2026 Q1	$1.76M	Buy	30,936 +7,284	+31%	+$488K	0.01%	544
2025 Q4	$1.55M	Buy	23,652 +11,079	+88%	+$745K	0.01%	565
2025 Q3	$839K	Buy	12,573 +2,602	+26%	+$180K	0.01%	634
2025 Q2	$686K	Sell	9,971 -895	-8%	-$62.8K	﹤0.01%	673
2025 Q1	$728K	Buy	10,866 +346	+3%	+$22.3K	0.01%	647
2024 Q4	$671K	Sell	10,520 -99,138	-90%	-$6.69M	﹤0.01%	648
2024 Q3	$8.01M	Sell	109,658 -1,562	-1%	-$108K	0.05%	298
2024 Q2	$6.88M	Sell	111,220 -1,832	-2%	-$108K	0.05%	343
2024 Q1	$6.38M	Sell	113,052 -3,802	-3%	-$211K	0.04%	349
2023 Q4	$6.37M	Buy	116,854 +2,991	+3%	+$161K	0.05%	333
2023 Q3	$6.33M	Buy	113,863 +833	+0.7%	+$48.1K	0.05%	309
2023 Q2	$6.63M	Buy	113,030 +4,418	+4%	+$262K	0.05%	316
2023 Q1	$6.35M	Sell	108,612 -1,480	-1%	-$84.1K	0.05%	300
2022 Q4	$6.24M	Buy	110,092 +15,073	+16%	+$807K	0.05%	302
2022 Q3	$4.69M	Buy	95,019 +86,868	+1,066%	+$4.54M	0.04%	340
2022 Q2	$420K	Buy	8,151 +422	+5%	+$21.5K	﹤0.01%	666
2022 Q1	$396K	Hold	7,729	–	–	﹤0.01%	718
2021 Q4	$468K	Sell	7,729 -34	-0.4%	-$2.02K	﹤0.01%	689
2021 Q3	$474K	Sell	7,763 -91	-1%	-$5.8K	﹤0.01%	685
2021 Q2	$517K	Sell	7,854 -21	-0.3%	-$1.4K	﹤0.01%	662
2021 Q1	$495K	Buy	+7,875	New	+$502K	﹤0.01%	670
2018 Q4	–	Sell	-4,354	Closed	-$269K	–	544
2018 Q3	$269K	Sell	4,354 -138	-3%	-$8.7K	﹤0.01%	480
2018 Q2	$279K	Sell	4,492 -87	-2%	-$5.41K	﹤0.01%	476
2018 Q1	$286K	Sell	4,579 -89	-2%	-$5.42K	﹤0.01%	478
2017 Q4	$291K	Hold	4,668	–	–	﹤0.01%	486
2017 Q3	$304K	Sell	4,668 -124	-3%	-$7.97K	﹤0.01%	471
2017 Q2	$292K	Buy	+4,792	New	+$286K	﹤0.01%	465
2016 Q4	–	Sell	-4,123	Closed	-$220K	–	585
2016 Q3	$220K	Hold	4,123	–	–	﹤0.01%	505
2016 Q2	$222K	Buy	+4,123	New	+$212K	﹤0.01%	516

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

Silvercrest Asset Management's UL Position: Q2 2026 in Review

Silvercrest Asset Management reduced its Unilever (UL) stake by 75% in Q2 2026, selling an estimated $1.34M and leaving 7,717 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Silvercrest Asset Management first reported a position in UL in Q2 2016 and has held it in 30 quarters since. The position peaked at $8.01M in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Silvercrest Asset Management held 7,717 shares of Unilever worth $464K as of Q2 2026.
Silvercrest Asset Management sold 23,219 Unilever shares in Q2 2026, an estimated $1.34M.
Unilever made up ﹤0.01% of Silvercrest Asset Management's portfolio in Q2 2026, its #710 holding.
Silvercrest Asset Management first reported a position in Unilever in Q2 2016 and has held it in 30 quarters since.
Silvercrest Asset Management's Unilever position peaked at $8.01M in Q3 2024.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

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