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TrueMark Investments’s Unilever UL Stock Holding History

TrueMark 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 		$2.9M Buy
48,218
+6,110
+15% +$353K 0.36% 62
2026
Q1 		$2.4M Buy
42,108
+14,615
+53% +$980K 0.47% 61
2025
Q4 		$1.8M Buy
27,493
+3,580
+15% +$241K 0.34% 69
2025
Q3 		$1.59M Buy
23,913
+3,090
+15% +$213K 0.28% 95
2025
Q2 		$1.43M Buy
20,823
+3,230
+18% +$227K 0.31% 95
2025
Q1 		$1.18M Buy
+17,593
New +$1.13M 0.31% 90

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

TrueMark Investments's UL Position: Q2 2026 in Review

TrueMark Investments increased its Unilever (UL) stake by 15% in Q2 2026, buying an estimated $353K and bringing the position to 48,218 shares worth $2.9M. The position accounts for 0.36% of the portfolio, ranked #62.

TrueMark Investments first reported a position in UL in Q1 2025 and has held it in 6 quarters since. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • TrueMark Investments held 48,218 shares of Unilever worth $2.9M as of Q2 2026.
  • TrueMark Investments bought 6,110 Unilever shares in Q2 2026, an estimated $353K.
  • Unilever made up 0.36% of TrueMark Investments's portfolio in Q2 2026, its #62 holding.
  • TrueMark Investments first reported a position in Unilever in Q1 2025 and has held it in 6 quarters since.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on TrueMark Investments's 13F filing for Q2 2026, filed 22 Jul 2026.