South Shore Capital Advisors’s Unilever UL Stock Holding History

South Shore Capital 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	$440K	Sell	7,319 -1,742	-19%	-$101K	0.29%	78
2026 Q1	$513K	Buy	9,061 +1,751	+24%	+$117K	0.38%	55
2025 Q4	$478K	Buy	+7,310	New	+$491K	0.35%	64
2022 Q1	–	Sell	-3,631	Closed	-$220K	–	112
2021 Q4	$220K	Buy	+3,631	New	+$216K	0.36%	91
2021 Q1	–	Sell	-4,120	Closed	-$279K	–	141
2020 Q4	$279K	Buy	+4,120	New	+$280K	0.28%	92

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 22.9% 1-Year Est. Return

South Shore Capital Advisors's UL Position: Q2 2026 in Review

South Shore Capital Advisors reduced its Unilever (UL) stake by 19% in Q2 2026, selling an estimated $101K and leaving 7,319 shares worth $440K. The position accounts for 0.29% of the portfolio, ranked #78.

South Shore Capital Advisors first reported a position in UL in Q4 2020 and has held it in 5 quarters since. The position peaked at $513K in Q1 2026. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

South Shore Capital Advisors held 7,319 shares of Unilever worth $440K as of Q2 2026.
South Shore Capital Advisors sold 1,742 Unilever shares in Q2 2026, an estimated $101K.
Unilever made up 0.29% of South Shore Capital Advisors's portfolio in Q2 2026, its #78 holding.
South Shore Capital Advisors first reported a position in Unilever in Q4 2020 and has held it in 5 quarters since.
South Shore Capital Advisors's Unilever position peaked at $513K in Q1 2026.
1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on South Shore Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.