V-Square Quantitative Management’s Unilever UL Stock Holding History

V-Square Quantitative 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	$234K	Sell	3,886 -7,723	-67%	-$446K	0.02%	505
2026 Q1	$661K	Buy	11,609 +2,327	+25%	+$156K	0.07%	249
2025 Q4	$607K	Buy	+9,282	New	+$624K	0.06%	261
2025 Q3	–	Sell	-7,766	Closed	-$534K	–	565
2025 Q2	$534K	Buy	7,766 +1,004	+15%	+$70.4K	0.07%	285
2025 Q1	$453K	Hold	6,762	–	–	0.07%	317
2024 Q4	$433K	Buy	6,762 +1,631	+32%	+$110K	0.06%	329
2024 Q3	$375K	Hold	5,131	–	–	0.06%	369
2024 Q2	$318K	Buy	5,131 +176	+4%	+$10.4K	0.05%	355
2024 Q1	$277K	Hold	4,955	–	–	0.04%	396
2023 Q4	$270K	Buy	+4,955	New	+$267K	0.05%	326

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

V-Square Quantitative Management's UL Position: Q2 2026 in Review

V-Square Quantitative Management reduced its Unilever (UL) stake by 67% in Q2 2026, selling an estimated $446K and leaving 3,886 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #505.

V-Square Quantitative Management first reported a position in UL in Q4 2023 and has held it in 10 quarters since. The position peaked at $661K in Q1 2026. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

V-Square Quantitative Management held 3,886 shares of Unilever worth $234K as of Q2 2026.
V-Square Quantitative Management sold 7,723 Unilever shares in Q2 2026, an estimated $446K.
Unilever made up 0.02% of V-Square Quantitative Management's portfolio in Q2 2026, its #505 holding.
V-Square Quantitative Management first reported a position in Unilever in Q4 2023 and has held it in 10 quarters since.
V-Square Quantitative Management's Unilever position peaked at $661K in Q1 2026.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on V-Square Quantitative Management's 13F filing for Q2 2026, filed 27 Jul 2026.