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Sittner & Nelson’s Unilever UL Stock Holding History

Sittner & Nelson’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 		$183K Buy
3,038
+74
+2% +$4.28K 0.06% 182
2026
Q1 		$169K Hold
2,964
– – 0.06% 183
2025
Q4 		$214K Sell
2,964
-224
-7% -$15.1K 0.08% 159
2025
Q3 		$213K Sell
3,188
-27
-0.8% -$1.86K 0.08% 143
2025
Q2 		$221K Buy
3,215
+7
+0.2% +$491 0.09% 136
2025
Q1 		$215K Sell
3,208
-28
-0.9% -$1.81K 0.09% 129
2024
Q4 		$206K Buy
3,236
+7
+0.2% +$473 0.09% 126
2024
Q3 		$236K Buy
3,229
+6
+0.2% +$415 0.11% 121
2024
Q2 		$199K Buy
3,223
+6
+0.2% +$355 0.1% 116
2024
Q1 		$182K Sell
3,217
-437
-12% -$24.2K 0.09% 124
2023
Q4 		$199K Buy
3,654
+10
+0.3% +$540 0.11% 112
2023
Q3 		$203K Buy
3,644
+13
+0.4% +$751 0.12% 105
2023
Q2 		$213K Sell
3,631
-1,878
-34% -$112K 0.12% 104
2023
Q1 		$322K Sell
5,509
-3,006
-35% -$171K 0.18% 90
2022
Q4 		$482K Buy
8,515
+1,827
+27% +$97.8K 0.29% 60
2022
Q3 		$330K Buy
6,688
+1,392
+26% +$72.7K 0.22% 78
2022
Q2 		$273K Buy
5,296
+16
+0.3% +$815 0.18% 91
2022
Q1 		$271K Buy
5,280
+725
+16% +$40.4K 0.16% 89
2021
Q4 		$276K Buy
4,555
+12
+0.3% +$713 0.16% 85
2021
Q3 		$277K Buy
4,543
+1,346
+42% +$85.8K 0.18% 81
2021
Q2 		$210K Buy
3,197
+499
+18% +$33.2K 0.15% 86
2021
Q1 		$169K Buy
2,698
+66
+3% +$4.2K 0.13% 94
2020
Q4 		$179K Buy
+2,632
New +$179K 0.16% 89

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

Sittner & Nelson's UL Position: Q2 2026 in Review

Sittner & Nelson increased its Unilever (UL) stake by 2.5% in Q2 2026, buying an estimated $4.28K and bringing the position to 3,038 shares worth $183K. The position accounts for 0.06% of the portfolio, ranked #182.

Sittner & Nelson first reported a position in UL in Q4 2020 and has held it in 23 quarters since. The position peaked at $482K in Q4 2022. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Sittner & Nelson held 3,038 shares of Unilever worth $183K as of Q2 2026.
  • Sittner & Nelson bought 74 Unilever shares in Q2 2026, an estimated $4.28K.
  • Unilever made up 0.06% of Sittner & Nelson's portfolio in Q2 2026, its #182 holding.
  • Sittner & Nelson first reported a position in Unilever in Q4 2020 and has held it in 23 quarters since.
  • Sittner & Nelson's Unilever position peaked at $482K in Q4 2022.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.