VPI
UL icon

Value Partners Investments’s Unilever UL Stock Holding History

Value Partners 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 		$1.56M Buy
26,001
+4,041
+18% +$234K 0.11% 80
2026
Q1 		$1.25M Buy
21,960
+2,043
+10% +$137K 0.1% 81
2025
Q4 		$1.3M Buy
19,917
+3,594
+22% +$242K 0.1% 73
2025
Q3 		$1.09M Buy
16,323
+2,703
+20% +$187K 0.09% 74
2025
Q2 		$936K Buy
13,620
+1,213
+10% +$85.1K 0.07% 79
2025
Q1 		$832K Sell
12,407
-3,428
-22% -$221K 0.07% 74
2024
Q4 		$1.23M Buy
15,835
+276
+2% +$18.6K 0.28% 62
2024
Q3 		$1.34M Buy
15,559
+8,120
+109% +$561K 0.05% 72
2024
Q2 		$460K Buy
7,439
+1,164
+19% +$68.8K 0.04% 72
2024
Q1 		$354K Buy
6,275
+674
+12% +$37.3K 0.03% 70
2023
Q4 		$306K Buy
5,601
+450
+9% +$24.3K 0.02% 70
2023
Q3 		$288K Buy
5,151
+683
+15% +$39.5K 0.02% 67
2023
Q2 		$262K Buy
4,468
+823
+23% +$48.9K 0.02% 67
2023
Q1 		$213K Buy
+3,645
New +$207K 0.02% 69

Other funds holding UL

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Value Partners Investments's UL Position: Q2 2026 in Review

Value Partners Investments increased its Unilever (UL) stake by 18% in Q2 2026, buying an estimated $234K and bringing the position to 26,001 shares worth $1.56M. The position accounts for 0.11% of the portfolio, ranked #80.

Value Partners Investments first reported a position in UL in Q1 2023 and has held it in 14 quarters since. 350 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Value Partners Investments held 26,001 shares of Unilever worth $1.56M as of Q2 2026.
  • Value Partners Investments bought 4,041 Unilever shares in Q2 2026, an estimated $234K.
  • Unilever made up 0.11% of Value Partners Investments's portfolio in Q2 2026, its #80 holding.
  • Value Partners Investments first reported a position in Unilever in Q1 2023 and has held it in 14 quarters since.
  • 350 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Value Partners Investments's 13F filing for Q2 2026, filed 15 Jul 2026.