Truvestments Capital’s Unilever UL Stock Holding History

Truvestments Capital’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	$33K	Sell	549 -142	-21%	-$8.21K	﹤0.01%	612
2026 Q1	$39.4K	Buy	691 +142	+26%	+$9.52K	0.01%	536
2025 Q4	$35.9K	Buy	+549	New	+$36.9K	0.01%	502
2021 Q2	–	Sell	-695	Closed	-$44K	–	693
2021 Q1	$44K	Buy	695 +115	+20%	+$7.32K	0.02%	295
2020 Q4	$39K	Hold	580	–	–	0.03%	292
2020 Q3	$40K	Sell	580 -81	-12%	-$5.41K	0.04%	194
2020 Q2	$40K	Buy	661 +262	+66%	+$15.7K	0.04%	232
2020 Q1	$22K	Buy	+399	New	+$25K	0.03%	259
2018 Q3	$54K	Buy	+872	New	+$55K	0.03%	372

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 22.9% 1-Year Est. Return

Truvestments Capital's UL Position: Q2 2026 in Review

Truvestments Capital reduced its Unilever (UL) stake by 21% in Q2 2026, selling an estimated $8.21K and leaving 549 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Truvestments Capital first reported a position in UL in Q3 2018 and has held it in 9 quarters since. The position peaked at $54K in Q3 2018. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Truvestments Capital held 549 shares of Unilever worth $33K as of Q2 2026.
Truvestments Capital sold 142 Unilever shares in Q2 2026, an estimated $8.21K.
Unilever made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #612 holding.
Truvestments Capital first reported a position in Unilever in Q3 2018 and has held it in 9 quarters since.
Truvestments Capital's Unilever position peaked at $54K in Q3 2018.
1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.