Smart Money Group’s Unilever UL Stock Holding History

Smart Money Group’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	$1.13M	Buy	18,734 +1,660	+10%	+$96K	0.29%	51
2026 Q1	$973K	Buy	17,074 +1,877	+12%	+$126K	0.28%	53
2025 Q4	$994K	Sell	15,197 -129	-0.8%	-$8.67K	0.29%	52
2025 Q3	$1.02M	Buy	15,326 +683	+5%	+$47.1K	0.3%	48
2025 Q2	$1.01M	Buy	14,643 +1,000	+7%	+$70.2K	0.32%	40
2025 Q1	$914K	Buy	13,643 +3,280	+32%	+$212K	0.31%	41
2024 Q4	$661K	Buy	10,363 +978	+10%	+$66K	0.23%	68
2024 Q3	$643K	Buy	9,385 +819	+10%	+$56.6K	0.23%	66
2024 Q2	$592K	Buy	8,566 +1,042	+14%	+$61.6K	0.21%	65
2024 Q1	$439K	Buy	7,524 +3,256	+76%	+$180K	0.17%	71
2023 Q4	$233K	Buy	+4,268	New	+$230K	0.1%	75

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

Smart Money Group's UL Position: Q2 2026 in Review

Smart Money Group increased its Unilever (UL) stake by 9.7% in Q2 2026, buying an estimated $96K and bringing the position to 18,734 shares worth $1.13M. The position accounts for 0.29% of the portfolio, ranked #51.

Smart Money Group first reported a position in UL in Q4 2023 and has held it in 11 quarters since. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Smart Money Group held 18,734 shares of Unilever worth $1.13M as of Q2 2026.
Smart Money Group bought 1,660 Unilever shares in Q2 2026, an estimated $96K.
Unilever made up 0.29% of Smart Money Group's portfolio in Q2 2026, its #51 holding.
Smart Money Group first reported a position in Unilever in Q4 2023 and has held it in 11 quarters since.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Smart Money Group's 13F filing for Q2 2026, filed 29 Jul 2026.