Systematic Alpha Investments’s Unilever UL Stock Holding History

Systematic Alpha Investments’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	$7.9M	Hold	131,449	–	–	0.21%	57
2026 Q1	$7.49M	Hold	131,449	–	–	0.26%	55
2025 Q4	$3.21K	Sell	131,449 -1	-0%	-$67	﹤0.01%	228
2025 Q3	$8.77M	Hold	131,450	–	–	0.29%	54
2025 Q2	$9.05M	Hold	131,450	–	–	0.32%	52
2025 Q1	$8.81M	Hold	131,450	–	–	0.34%	50
2024 Q4	$8.38M	Hold	131,450	–	–	0.31%	53
2024 Q3	$9.61M	Hold	131,450	–	–	0.35%	50
2024 Q2	$8.13M	Hold	131,450	–	–	0.31%	53
2024 Q1	$7.42M	Hold	131,450	–	–	0.3%	54
2023 Q4	$7.17M	Hold	131,450	–	–	0.32%	53
2023 Q3	$7.31M	Hold	131,450	–	–	0.36%	49
2023 Q2	$7.71M	Hold	131,450	–	–	0.37%	48
2023 Q1	$7.68M	Hold	131,450	–	–	0.4%	49
2022 Q4	$7.45M	Hold	131,450	–	–	0.38%	51
2022 Q3	$6.48M	Hold	131,450	–	–	0.39%	50
2022 Q2	$6.78M	Hold	131,450	–	–	0.38%	50
2022 Q1	$6.74M	Hold	131,450	–	–	0.33%	52
2021 Q4	$7.96M	Hold	131,450	–	–	0.37%	55
2021 Q3	$7.92M	Hold	131,450	–	–	0.35%	56
2021 Q2	$8.44M	Buy	131,450 +31,894	+32%	+$2.12M	0.38%	53
2021 Q1	$6.25M	Sell	99,556 -444	-0.4%	-$28.3K	0.4%	52
2020 Q4	$6.79M	Buy	+100,000	New	+$6.78M	0.74%	46

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

Systematic Alpha Investments's UL Position: Q2 2026 in Review

Systematic Alpha Investments held its Unilever (UL) position steady in Q2 2026 at 131,449 shares worth $7.9M. The position accounts for 0.21% of the portfolio, ranked #57.

Systematic Alpha Investments first reported a position in UL in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.61M in Q3 2024. 1,192 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Systematic Alpha Investments held 131,449 shares of Unilever worth $7.9M as of Q2 2026.
Systematic Alpha Investments left its Unilever share count unchanged in Q2 2026.
Unilever made up 0.21% of Systematic Alpha Investments's portfolio in Q2 2026, its #57 holding.
Systematic Alpha Investments first reported a position in Unilever in Q4 2020 and has held it in 23 quarters since.
Systematic Alpha Investments's Unilever position peaked at $9.61M in Q3 2024.
1,192 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Systematic Alpha Investments's 13F filing for Q2 2026, filed 13 Aug 2026.