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Sustainable Growth Advisers’s Unilever UL Stock Holding History

Sustainable Growth Advisers’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 		$18.7M Sell
310,450
-95,120
-23% -$5.5M 0.18% 37
2026
Q1 		$23.1M Sell
405,570
-34,450
-8% -$2.31M 0.22% 36
2025
Q4 		$28.8M Buy
440,020
+45,437
+12% +$3.05M 0.2% 37
2025
Q3 		$26.3M Buy
394,583
+3,376
+0.9% +$233K 0.15% 36
2025
Q2 		$26.9M Buy
391,207
+243,159
+164% +$17.1M 0.14% 34
2025
Q1 		$9.92M Sell
148,048
-7
-0% -$452 0.06% 42
2024
Q4 		$9.44M Buy
148,055
+6,771
+5% +$457K 0.05% 42
2024
Q3 		$10.3M Sell
141,284
-24,045
-15% -$1.66M 0.04% 42
2024
Q2 		$10.2M Buy
165,329
+9,655
+6% +$571K 0.05% 44
2024
Q1 		$8.79M Sell
155,674
-5,626
-3% -$312K 0.04% 44
2023
Q4 		$8.8M Buy
161,300
+46,937
+41% +$2.53M 0.04% 40
2023
Q3 		$6.36M Buy
114,363
+44,677
+64% +$2.58M 0.03% 43
2023
Q2 		$4.09M Buy
+69,686
New +$4.14M 0.02% 49

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 22.9% 1-Year Est. Return

Sustainable Growth Advisers's UL Position: Q2 2026 in Review

Sustainable Growth Advisers reduced its Unilever (UL) stake by 23% in Q2 2026, selling an estimated $5.5M and leaving 310,450 shares worth $18.7M. The position accounts for 0.18% of the portfolio, ranked #37.

Sustainable Growth Advisers first reported a position in UL in Q2 2023 and has held it in 13 quarters since. The position peaked at $28.8M in Q4 2025. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Sustainable Growth Advisers held 310,450 shares of Unilever worth $18.7M as of Q2 2026.
  • Sustainable Growth Advisers sold 95,120 Unilever shares in Q2 2026, an estimated $5.5M.
  • Unilever made up 0.18% of Sustainable Growth Advisers's portfolio in Q2 2026, its #37 holding.
  • Sustainable Growth Advisers first reported a position in Unilever in Q2 2023 and has held it in 13 quarters since.
  • Sustainable Growth Advisers's Unilever position peaked at $28.8M in Q4 2025.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Sustainable Growth Advisers's 13F filing for Q2 2026, filed 10 Aug 2026.