Sunpointe’s Unilever UL Stock Holding History

Sunpointe’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	$220K	Sell	3,657 -3	-0.1%	-$173	0.06%	259
2026 Q1	$209K	Buy	+3,660	New	+$245K	0.07%	254

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

Sunpointe's UL Position: Q2 2026 in Review

Sunpointe reduced its Unilever (UL) stake by 0.08% in Q2 2026, selling an estimated $173 and leaving 3,657 shares worth $220K. The position accounts for 0.06% of the portfolio, ranked #259.

Sunpointe first reported a position in UL in Q1 2026 and has held it in 2 quarters since. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Sunpointe held 3,657 shares of Unilever worth $220K as of Q2 2026.
Sunpointe sold 3 Unilever shares in Q2 2026, an estimated $173.
Unilever made up 0.06% of Sunpointe's portfolio in Q2 2026, its #259 holding.
Sunpointe first reported a position in Unilever in Q1 2026 and has held it in 2 quarters since.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.