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UMB Bank’s Unilever UL Stock Holding History

UMB Bank’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 		$422K Sell
7,014
-2,508
-26% -$145K 0.01% 533
2026
Q1 		$542K Buy
+9,522
New +$638K 0.01% 459
2025
Q4 		– Sell
-8,970
Closed -$598K – 2326
2025
Q3 		$598K Sell
8,970
-82
-0.9% -$5.66K 0.01% 400
2025
Q2 		$623K Sell
9,052
-1,012
-10% -$71K 0.01% 385
2025
Q1 		$674K Buy
10,064
+1,159
+13% +$74.8K 0.01% 371
2024
Q4 		$568K Sell
8,905
-6,159
-41% -$416K 0.01% 393
2024
Q3 		$1.1M Sell
15,064
-33
-0.2% -$2.28K 0.02% 318
2024
Q2 		$934K Sell
15,097
-323
-2% -$19.1K 0.02% 331
2024
Q1 		$871K Sell
15,420
-3,099
-17% -$172K 0.01% 345
2023
Q4 		$1.01M Sell
18,519
-2,571
-12% -$139K 0.01% 331
2023
Q3 		$1.17M Buy
21,090
+174
+0.8% +$10.1K 0.02% 299
2023
Q2 		$1.23M Buy
20,916
+110
+0.5% +$6.53K 0.02% 309
2023
Q1 		$1.22M Buy
20,806
+685
+3% +$38.9K 0.02% 308
2022
Q4 		$1.14M Sell
20,121
-1,699
-8% -$90.9K 0.02% 316
2022
Q3 		$1.08M Sell
21,820
-1,739
-7% -$90.9K 0.02% 324
2022
Q2 		$1.22M Buy
23,559
+331
+1% +$16.9K 0.02% 344
2022
Q1 		$1.19M Sell
23,228
-1,215
-5% -$67.6K 0.02% 361
2021
Q4 		$1.48M Buy
+24,443
New +$1.45M 0.02% 341

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

UMB Bank's UL Position: Q2 2026 in Review

UMB Bank reduced its Unilever (UL) stake by 26% in Q2 2026, selling an estimated $145K and leaving 7,014 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #533.

UMB Bank first reported a position in UL in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.48M in Q4 2021. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • UMB Bank held 7,014 shares of Unilever worth $422K as of Q2 2026.
  • UMB Bank sold 2,508 Unilever shares in Q2 2026, an estimated $145K.
  • Unilever made up 0.01% of UMB Bank's portfolio in Q2 2026, its #533 holding.
  • UMB Bank first reported a position in Unilever in Q4 2021 and has held it in 18 quarters since.
  • UMB Bank's Unilever position peaked at $1.48M in Q4 2021.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.