UBS AM’s Unilever UL Stock Holding History

UBS AM’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	$20.5M	Sell	341,611 -22	-0%	-$1.27K	﹤0.01%	925
2026 Q1	$19.5M	Buy	341,633 +310,781	+1,007%	+$20.8M	﹤0.01%	892
2025 Q4	$2.02M	Buy	+30,852	New	+$2.07M	﹤0.01%	1874
2019 Q4	–	Sell	-2,336	Closed	-$158K	–	2820
2019 Q3	$158K	Hold	2,336	–	–	﹤0.01%	2619
2019 Q2	$163K	Sell	2,336 -143	-6%	-$9.71K	﹤0.01%	2585
2019 Q1	$161K	Buy	2,479 +520	+27%	+$31.7K	﹤0.01%	2513
2018 Q4	$115K	Hold	1,959	–	–	﹤0.01%	2503
2018 Q3	$121K	Hold	1,959	–	–	﹤0.01%	2511
2018 Q2	$122K	Buy	1,959 +1,166	+147%	+$72.4K	﹤0.01%	2547
2018 Q1	$49.6K	Buy	793 +125	+19%	+$7.61K	﹤0.01%	2495
2017 Q4	$41.6K	Buy	668 +64	+11%	+$4.06K	﹤0.01%	2446
2017 Q3	$39.4K	Hold	604	–	–	﹤0.01%	2413
2017 Q2	$36.8K	Buy	604 +93	+18%	+$5.54K	﹤0.01%	2399
2017 Q1	$28.4K	Hold	511	–	–	﹤0.01%	2371
2016 Q4	$23K	Buy	+511	New	+$23.8K	﹤0.01%	2344

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 22.96% 1-Year Est. Return

UBS AM's UL Position: Q2 2026 in Review

UBS AM reduced its Unilever (UL) stake by 0.01% in Q2 2026, selling an estimated $1.27K and leaving 341,611 shares worth $20.5M. The position accounts for ﹤0.01% of the portfolio, ranked #925.

UBS AM first reported a position in UL in Q4 2016 and has held it in 15 quarters since. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

UBS AM held 341,611 shares of Unilever worth $20.5M as of Q2 2026.
UBS AM sold 22 Unilever shares in Q2 2026, an estimated $1.27K.
Unilever made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #925 holding.
UBS AM first reported a position in Unilever in Q4 2016 and has held it in 15 quarters since.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.