Syon Capital’s Unilever UL Stock Holding History

Syon Capital’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	$783K	Sell	13,024 -1,341	-9%	-$77.5K	0.03%	448
2026 Q1	$818K	Sell	14,365 -4,838	-25%	-$324K	0.04%	368
2025 Q4	$1.26M	Sell	19,203 -502	-3%	-$33.7K	0.06%	236
2025 Q3	$1.31M	Sell	19,705 -376	-2%	-$25.9K	0.07%	196
2025 Q2	$1.38M	Buy	20,081 +1,580	+9%	+$111K	0.09%	155
2025 Q1	$1.24M	Sell	18,501 -1,064	-5%	-$68.6K	0.1%	147
2024 Q4	$1.25M	Sell	19,565 -1,300	-6%	-$87.8K	0.11%	131
2024 Q3	$1.52M	Sell	20,865 -307	-1%	-$21.2K	0.13%	112
2024 Q2	$1.31M	Sell	21,172 -624	-3%	-$36.9K	0.12%	127
2024 Q1	$1.23M	Buy	21,796 +14,470	+198%	+$802K	0.12%	128
2023 Q4	$400K	Sell	7,326 -16,580	-69%	-$895K	0.04%	292
2023 Q3	$1.33M	Buy	+23,906	New	+$1.38M	0.17%	81

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

Syon Capital's UL Position: Q2 2026 in Review

Syon Capital reduced its Unilever (UL) stake by 9.3% in Q2 2026, selling an estimated $77.5K and leaving 13,024 shares worth $783K. The position accounts for 0.03% of the portfolio, ranked #448.

Syon Capital first reported a position in UL in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.52M in Q3 2024. 1,193 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Syon Capital held 13,024 shares of Unilever worth $783K as of Q2 2026.
Syon Capital sold 1,341 Unilever shares in Q2 2026, an estimated $77.5K.
Unilever made up 0.03% of Syon Capital's portfolio in Q2 2026, its #448 holding.
Syon Capital first reported a position in Unilever in Q3 2023 and has held it in 12 quarters since.
Syon Capital's Unilever position peaked at $1.52M in Q3 2024.
1,193 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.