TIM
UL icon

Tevis Investment Management’s Unilever UL Stock Holding History

Tevis Investment Management’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 		$5.91M Buy
98,231
+12,826
+15% +$741K 3.23% 5
2026
Q1 		$4.91M Sell
85,405
-12,671
-13% -$849K 2.8% 8
2025
Q4 		$5.81M Buy
98,076
+10,897
+12% +$732K 3.5% 5
2025
Q3 		$5.81M Buy
87,179
+3,966
+5% +$274K 3.5% 5
2025
Q2 		$5.73M Buy
83,213
+10,075
+14% +$707K 3.67% 4
2025
Q1 		$4.67M Hold
73,138
– – 3.46% 5
2024
Q4 		$4.67M Buy
73,138
+190
+0.3% +$12.8K 3.46% 5
2024
Q3 		$5.33M Buy
72,948
+1,070
+1% +$74K 3.94% 5
2024
Q2 		$4.45M Buy
71,878
+1,933
+3% +$114K 3.57% 6
2024
Q1 		$3.95M Buy
69,945
+8,671
+14% +$480K 3.36% 6
2023
Q4 		$3.34M Buy
61,274
+1,434
+2% +$77.4K 3.08% 6
2023
Q3 		$3.33M Buy
59,840
+6,957
+13% +$402K 3.37% 6
2023
Q2 		$3.1M Buy
52,883
+776
+1% +$46.1K 3.03% 7
2023
Q1 		$3.04M Buy
52,107
+279
+0.5% +$15.9K 3.09% 6
2022
Q4 		$2.94M Buy
51,828
+39
+0.1% +$2.09K 3.13% 6
2022
Q3 		$2.56M Buy
51,789
+992
+2% +$51.8K 2.49% 6
2022
Q2 		$2.61M Buy
50,797
+10,488
+26% +$534K 2.5% 5
2022
Q1 		$2.06M Buy
40,309
+2,821
+8% +$157K 1.87% 7
2021
Q4 		$2.27M Buy
+37,488
New +$2.23M 1.98% 7

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

Tevis Investment Management's UL Position: Q2 2026 in Review

Tevis Investment Management increased its Unilever (UL) stake by 15% in Q2 2026, buying an estimated $741K and bringing the position to 98,231 shares worth $5.91M. The position accounts for 3.23% of the portfolio, ranked #5.

Tevis Investment Management first reported a position in UL in Q4 2021 and has held it in 19 quarters since. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Tevis Investment Management held 98,231 shares of Unilever worth $5.91M as of Q2 2026.
  • Tevis Investment Management bought 12,826 Unilever shares in Q2 2026, an estimated $741K.
  • Unilever made up 3.23% of Tevis Investment Management's portfolio in Q2 2026, its #5 holding.
  • Tevis Investment Management first reported a position in Unilever in Q4 2021 and has held it in 19 quarters since.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Tevis Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.