SimplyRich’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.84M | Buy |
30,646
+2,574
| +9% | +$149K | 0.43% | 67 |
|
|
2026
Q1 | $1.6M | Buy |
+28,072
| New | +$1.88M | 0.41% | 61 |
|
|
2025
Q4 | – | Sell |
-28,731
| Closed | -$1.92M | – | 209 |
|
|
2025
Q3 | $1.92M | Buy |
28,731
+703
| +3% | +$48.5K | 0.52% | 46 |
|
|
2025
Q2 | $1.93M | Hold |
28,028
| – | – | 0.54% | 44 |
|
|
2025
Q1 | $1.88M | Sell |
28,028
-2,865
| -9% | -$185K | 0.54% | 45 |
|
|
2024
Q4 | $1.97M | Buy |
30,893
+350
| +1% | +$23.6K | 0.56% | 34 |
|
|
2024
Q3 | $2.23M | Buy |
30,543
+2,880
| +10% | +$199K | 0.62% | 33 |
|
|
2024
Q2 | $1.71M | Sell |
27,663
-1,376
| -5% | -$81.3K | 0.54% | 42 |
|
|
2024
Q1 | $1.64M | Buy |
29,039
+440
| +2% | +$24.4K | 0.53% | 45 |
|
|
2023
Q4 | $1.56M | Sell |
28,599
-559
| -2% | -$30.2K | 0.54% | 44 |
|
|
2023
Q3 | $1.62M | Buy |
29,158
+2
| +0% | +$116 | 0.79% | 34 |
|
|
2023
Q2 | $1.71M | Buy |
29,156
+13
| +0% | +$772 | 0.61% | 36 |
|
|
2023
Q1 | $1.7M | Buy |
29,143
+427
| +1% | +$24.3K | 0.64% | 35 |
|
|
2022
Q4 | $1.63M | Buy |
28,716
+131
| +0.5% | +$7.01K | 0.65% | 38 |
|
|
2022
Q3 | $1.41M | Buy |
28,585
+60
| +0.2% | +$3.13K | 0.63% | 36 |
|
|
2022
Q2 | $1.47M | Sell |
28,525
-21
| -0.1% | -$1.07K | 0.61% | 37 |
|
|
2022
Q1 | $1.46M | Sell |
28,546
-74
| -0.3% | -$4.12K | 0.51% | 49 |
|
|
2021
Q4 | $1.73M | Sell |
28,620
-298
| -1% | -$17.7K | 0.58% | 40 |
|
|
2021
Q3 | $1.76M | Buy |
28,918
+204
| +0.7% | +$13K | 0.64% | 37 |
|
|
2021
Q2 | $1.89M | Buy |
28,714
+229
| +0.8% | +$15.2K | 0.87% | 29 |
|
|
2021
Q1 | $1.79M | Hold |
28,485
| – | – | 0.71% | 36 |
|
|
2020
Q4 | $1.93M | Buy |
28,485
+12,812
| +82% | +$869K | 0.86% | 27 |
|
|
2020
Q3 | $1.09M | Sell |
15,673
-112
| -0.7% | -$7.47K | 0.55% | 44 |
|
|
2020
Q2 | $981K | Buy |
15,785
+193
| +1% | +$11.5K | 0.54% | 46 |
|
|
2020
Q1 | $887K | Sell |
15,592
-796
| -5% | -$49.9K | 0.59% | 45 |
|
|
2019
Q4 | $1.06M | Sell |
16,388
-240
| -1% | -$15.9K | 0.53% | 50 |
|
|
2019
Q3 | $1.13M | Hold |
16,628
| – | – | 0.62% | 45 |
|
|
2019
Q2 | $1.16M | Sell |
16,628
-8
| -0% | -$543 | 0.64% | 43 |
|
|
2019
Q1 | $1.08M | Buy |
16,636
+280
| +2% | +$17.1K | 0.88% | 34 |
|
|
2018
Q4 | $957K | Sell |
16,356
-200
| -1% | -$12.1K | 0.88% | 38 |
|
|
2018
Q3 | $1.02M | Hold |
16,556
| – | – | 0.56% | 54 |
|
|
2018
Q2 | $1.03M | Sell |
16,556
-177
| -1% | -$11K | 0.59% | 52 |
|
|
2018
Q1 | $1.05M | Hold |
16,733
| – | – | 0.58% | 54 |
|
|
2017
Q4 | $1.04M | Buy |
+16,733
| New | +$1.06M | 0.58% | 55 |
|
Other funds holding UL
SimplyRich's UL Position: Q2 2026 in Review
SimplyRich increased its Unilever (UL) stake by 9.2% in Q2 2026, buying an estimated $149K and bringing the position to 30,646 shares worth $1.84M. The position accounts for 0.43% of the portfolio, ranked #67.
SimplyRich first reported a position in UL in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.23M in Q3 2024. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.
- SimplyRich held 30,646 shares of Unilever worth $1.84M as of Q2 2026.
- SimplyRich bought 2,574 Unilever shares in Q2 2026, an estimated $149K.
- Unilever made up 0.43% of SimplyRich's portfolio in Q2 2026, its #67 holding.
- SimplyRich first reported a position in Unilever in Q4 2017 and has held it in 34 quarters since.
- SimplyRich's Unilever position peaked at $2.23M in Q3 2024.
- 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.
Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.