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Todd Asset Management’s Unilever UL Stock Holding History

Todd Asset 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 		$5.74M Sell
95,495
-12,130
-11% -$701K 0.1% 110
2026
Q1 		$6.13M Sell
107,625
-547
-0.5% -$36.7K 0.12% 111
2025
Q4 		$7.07M Sell
108,172
-12,151
-10% -$817K 0.14% 112
2025
Q3 		$8.02M Sell
120,323
-345
-0.3% -$23.8K 0.16% 114
2025
Q2 		$8.3M Sell
120,668
-888
-0.7% -$62.3K 0.18% 109
2025
Q1 		$8.14M Buy
121,556
+35,957
+42% +$2.32M 0.19% 110
2024
Q4 		$5.46M Buy
85,599
+13,518
+19% +$913K 0.13% 111
2024
Q3 		$5.27M Buy
72,081
+35,465
+97% +$2.45M 0.12% 115
2024
Q2 		$2.27M Sell
36,616
-429
-1% -$25.4K 0.05% 166
2024
Q1 		$2.09M Buy
37,045
+317
+0.9% +$17.6K 0.04% 168
2023
Q4 		$2M Sell
36,728
-17,829
-33% -$962K 0.04% 170
2023
Q3 		$3.03M Sell
54,557
-26,839
-33% -$1.55M 0.07% 154
2023
Q2 		$4.77M Sell
81,396
-23,136
-22% -$1.37M 0.11% 146
2023
Q1 		$6.11M Sell
104,532
-18,642
-15% -$1.06M 0.15% 139
2022
Q4 		$6.98M Buy
123,174
+4,252
+4% +$228K 0.17% 143
2022
Q3 		$5.87M Hold
118,922
– – 0.16% 137
2022
Q2 		$6.13M Buy
118,922
+43,392
+57% +$2.21M 0.16% 141
2022
Q1 		$3.87M Buy
75,530
+29,206
+63% +$1.63M 0.09% 146
2021
Q4 		$2.8M Sell
46,324
-52
-0.1% -$3.09K 0.06% 166
2021
Q3 		$2.83M Buy
46,376
+37
+0.1% +$2.36K 0.06% 164
2021
Q2 		$3.05M Hold
46,339
– – 0.07% 166
2021
Q1 		$2.91M Buy
46,339
+2,879
+7% +$183K 0.07% 160
2020
Q4 		$2.95M Buy
+43,460
New +$2.95M 0.08% 156

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

Todd Asset Management's UL Position: Q2 2026 in Review

Todd Asset Management reduced its Unilever (UL) stake by 11% in Q2 2026, selling an estimated $701K and leaving 95,495 shares worth $5.74M. The position accounts for 0.1% of the portfolio, ranked #110.

Todd Asset Management first reported a position in UL in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.3M in Q2 2025. 1,189 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Todd Asset Management held 95,495 shares of Unilever worth $5.74M as of Q2 2026.
  • Todd Asset Management sold 12,130 Unilever shares in Q2 2026, an estimated $701K.
  • Unilever made up 0.1% of Todd Asset Management's portfolio in Q2 2026, its #110 holding.
  • Todd Asset Management first reported a position in Unilever in Q4 2020 and has held it in 23 quarters since.
  • Todd Asset Management's Unilever position peaked at $8.3M in Q2 2025.
  • 1,189 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Todd Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.