Sivia Capital Partners’s Unilever UL Stock Holding History

Sivia Capital Partners’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	$474K	Sell	7,888 -9,964	-56%	-$576K	0.06%	359
2026 Q1	$1.02M	Buy	17,852 +1,823	+11%	+$122K	0.2%	136
2025 Q4	$1.05M	Buy	16,029 +8,586	+115%	+$577K	0.21%	100
2025 Q3	$496K	Buy	7,443 +382	+5%	+$26.4K	0.14%	173
2025 Q2	$486K	Sell	7,061 -218	-3%	-$15.3K	0.17%	131
2025 Q1	$488K	Buy	7,279 +283	+4%	+$18.3K	0.23%	74
2024 Q4	$446K	Sell	6,996 -501	-7%	-$33.8K	0.22%	66
2024 Q3	$548K	Buy	7,497 +431	+6%	+$29.8K	0.32%	53
2024 Q2	$437K	Sell	7,066 -125	-2%	-$7.39K	0.29%	55
2024 Q1	$406K	Buy	7,191 +90	+1%	+$4.99K	0.28%	65
2023 Q4	$387K	Buy	+7,101	New	+$383K	0.3%	61

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

Sivia Capital Partners's UL Position: Q2 2026 in Review

Sivia Capital Partners reduced its Unilever (UL) stake by 56% in Q2 2026, selling an estimated $576K and leaving 7,888 shares worth $474K. The position accounts for 0.06% of the portfolio, ranked #359.

Sivia Capital Partners first reported a position in UL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.05M in Q4 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Sivia Capital Partners held 7,888 shares of Unilever worth $474K as of Q2 2026.
Sivia Capital Partners sold 9,964 Unilever shares in Q2 2026, an estimated $576K.
Unilever made up 0.06% of Sivia Capital Partners's portfolio in Q2 2026, its #359 holding.
Sivia Capital Partners first reported a position in Unilever in Q4 2023 and has held it in 11 quarters since.
Sivia Capital Partners's Unilever position peaked at $1.05M in Q4 2025.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.