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Thoroughbred Financial Services’s Unilever UL Stock Holding History

Thoroughbred Financial Services’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 		$598K Sell
9,951
-405
-4% -$23.4K 0.03% 386
2026
Q1 		$589K Sell
10,356
-81
-0.8% -$5.43K 0.04% 358
2025
Q4 		$682K Sell
10,437
-551
-5% -$37K 0.04% 337
2025
Q3 		$732K Sell
10,988
-34
-0.3% -$2.35K 0.05% 324
2025
Q2 		$758K Sell
11,022
-8,396
-43% -$589K 0.05% 311
2025
Q1 		$1.3M Sell
19,418
-715
-4% -$46.1K 0.08% 234
2024
Q4 		$1.28M Sell
20,133
-18
-0.1% -$1.22K 0.08% 236
2024
Q3 		$1.47M Buy
20,151
+270
+1% +$18.7K 0.09% 198
2024
Q2 		$1.23M Buy
19,881
+9,813
+97% +$580K 0.08% 224
2024
Q1 		$568K Sell
10,068
-10,775
-52% -$597K 0.05% 275
2023
Q4 		$1.14M Sell
20,843
-11,543
-36% -$623K 0.09% 216
2023
Q3 		$1.8M Buy
32,386
+21,758
+205% +$1.26M 0.18% 125
2023
Q2 		$623K Buy
10,628
+9
+0.1% +$534 0.08% 226
2023
Q1 		$620K Buy
10,619
+7
+0.1% +$398 0.09% 220
2022
Q4 		$601K Sell
10,612
-616
-5% -$33K 0.1% 214
2022
Q3 		$553K Buy
11,228
+49
+0.4% +$2.56K 0.11% 194
2022
Q2 		$576K Sell
11,179
-4,732
-30% -$241K 0.11% 191
2022
Q1 		$815K Buy
15,911
+8,834
+125% +$492K 0.13% 165
2021
Q4 		$428K Sell
7,077
-807
-10% -$47.9K 0.09% 219
2021
Q3 		$480K Hold
7,884
– – 0.12% 174
2021
Q2 		$519K Sell
7,884
-252
-3% -$16.8K 0.13% 167
2021
Q1 		$511K Sell
8,136
-87
-1% -$5.54K 0.14% 159
2020
Q4 		$558K Buy
8,223
+2,600
+46% +$176K 0.17% 135
2020
Q3 		$390K Sell
5,623
-550
-9% -$36.7K 0.15% 150
2020
Q2 		$381K Sell
6,173
-12,123
-66% -$724K 0.16% 148
2020
Q1 		$1.04M Buy
18,296
+859
+5% +$53.9K 0.37% 83
2019
Q4 		$1.12M Buy
17,437
+159
+0.9% +$10.6K 0.37% 83
2019
Q3 		$1.17M Sell
17,278
-202
-1% -$14K 0.44% 68
2019
Q2 		$1.22M Sell
17,480
-402
-2% -$27.3K 0.46% 60
2019
Q1 		$1.16M Buy
17,882
+196
+1% +$11.9K 0.48% 58
2018
Q4 		$1.04M Buy
+17,686
New +$1.07M 0.51% 54

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 22.96% 1-Year Est. Return

Thoroughbred Financial Services's UL Position: Q2 2026 in Review

Thoroughbred Financial Services reduced its Unilever (UL) stake by 3.9% in Q2 2026, selling an estimated $23.4K and leaving 9,951 shares worth $598K. The position accounts for 0.03% of the portfolio, ranked #386.

Thoroughbred Financial Services first reported a position in UL in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.8M in Q3 2023. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Thoroughbred Financial Services held 9,951 shares of Unilever worth $598K as of Q2 2026.
  • Thoroughbred Financial Services sold 405 Unilever shares in Q2 2026, an estimated $23.4K.
  • Unilever made up 0.03% of Thoroughbred Financial Services's portfolio in Q2 2026, its #386 holding.
  • Thoroughbred Financial Services first reported a position in Unilever in Q4 2018 and has held it in 31 quarters since.
  • Thoroughbred Financial Services's Unilever position peaked at $1.8M in Q3 2023.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.