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Simon Quick Advisors’s Unilever UL Stock Holding History

Simon Quick 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 		$319K Buy
5,308
+788
+17% +$45.6K 0.01% 323
2026
Q1 		$258K Buy
+4,520
New +$303K 0.01% 330
2025
Q2 		– Sell
-7,340
Closed -$492K – 629
2025
Q1 		$492K Sell
7,340
-273
-4% -$17.6K 0.03% 300
2024
Q4 		$486K Buy
7,613
+641
+9% +$43.3K 0.03% 253
2024
Q3 		$509K Buy
+6,972
New +$482K 0.03% 232
2023
Q3 		– Sell
-5,025
Closed -$295K – 358
2023
Q2 		$295K Sell
5,025
-965
-16% -$57.3K 0.03% 206
2023
Q1 		$350K Buy
5,990
+1,653
+38% +$93.9K 0.04% 190
2022
Q4 		$246K Buy
+4,337
New +$232K 0.03% 201
2022
Q2 		– Sell
-1,036
Closed -$53K – 385
2022
Q1 		$53K Sell
1,036
-222
-18% -$12.4K 0.02% 200
2021
Q4 		$76K Sell
1,258
-354
-22% -$21K 0.02% 190
2021
Q3 		$98K Sell
1,612
-344
-18% -$21.9K 0.03% 173
2021
Q2 		$128K Hold
1,956
– – 0.03% 130
2021
Q1 		$122K Buy
1,956
+445
+29% +$28.3K 0.04% 132
2020
Q4 		$103K Buy
+1,511
New +$103K 0.03% 139
2019
Q3 		– Sell
-108
Closed -$7.56K – 527
2019
Q2 		$7.56K Buy
+108
New +$7.33K ﹤0.01% 242

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

Simon Quick Advisors's UL Position: Q2 2026 in Review

Simon Quick Advisors increased its Unilever (UL) stake by 17% in Q2 2026, buying an estimated $45.6K and bringing the position to 5,308 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #323.

Simon Quick Advisors first reported a position in UL in Q2 2019 and has held it in 15 quarters since. The position peaked at $509K in Q3 2024. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Simon Quick Advisors held 5,308 shares of Unilever worth $319K as of Q2 2026.
  • Simon Quick Advisors bought 788 Unilever shares in Q2 2026, an estimated $45.6K.
  • Unilever made up 0.01% of Simon Quick Advisors's portfolio in Q2 2026, its #323 holding.
  • Simon Quick Advisors first reported a position in Unilever in Q2 2019 and has held it in 15 quarters since.
  • Simon Quick Advisors's Unilever position peaked at $509K in Q3 2024.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.