Vestmark Advisory Solutions’s Unilever UL Stock Holding History

Vestmark Advisory Solutions’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	$1.84M	Buy	30,526 +6,133	+25%	+$355K	0.02%	751
2026 Q1	$1.39M	Sell	24,393 -9,612	-28%	-$644K	0.02%	772
2025 Q4	$2.22M	Buy	34,005 +10,453	+44%	+$703K	0.03%	543
2025 Q3	$1.57M	Sell	23,552 -1,867	-7%	-$129K	0.03%	455
2025 Q2	$1.75M	Buy	25,419 +1,583	+7%	+$111K	0.03%	398
2025 Q1	$1.6M	Buy	23,836 +8,649	+57%	+$558K	0.04%	345
2024 Q4	$969K	Buy	15,187 +3,167	+26%	+$214K	0.03%	326
2024 Q3	$878K	Buy	12,020 +133	+1%	+$9.19K	0.03%	315
2024 Q2	$735K	Buy	11,887 +807	+7%	+$47.7K	0.03%	348
2024 Q1	$626K	Sell	11,080 -1,339	-11%	-$74.2K	0.03%	361
2023 Q4	$677K	Buy	12,419 +6,288	+103%	+$339K	0.03%	315
2023 Q3	$341K	Sell	6,131 -64,139	-91%	-$3.71M	0.02%	332
2023 Q2	$4.12M	Sell	70,270 -3,072	-4%	-$182K	0.16%	171
2023 Q1	$4.28M	Buy	73,342 +2,167	+3%	+$123K	0.19%	150
2022 Q4	$4.03M	Buy	71,175 +1,177	+2%	+$63K	0.2%	149
2022 Q3	$3.45M	Buy	69,998 +2,071	+3%	+$108K	0.19%	139
2022 Q2	$3.5M	Buy	67,927 +6,217	+10%	+$317K	0.2%	127
2022 Q1	$3.16M	Buy	61,710 +2,176	+4%	+$121K	0.18%	135
2021 Q4	$3.6M	Buy	59,534 +1,773	+3%	+$105K	0.2%	109
2021 Q3	$3.52M	Buy	57,761 +12,022	+26%	+$766K	0.24%	101
2021 Q2	$3.01M	Buy	45,739 +2,322	+5%	+$154K	0.21%	116
2021 Q1	$2.73M	Buy	43,417 +2,033	+5%	+$129K	0.24%	108
2020 Q4	$2.81M	Buy	41,384 +23,074	+126%	+$1.57M	0.32%	78
2020 Q3	$1.27M	Buy	18,310 +997	+6%	+$66.5K	0.17%	172
2020 Q2	$1.07M	Buy	17,313 +1,277	+8%	+$76.3K	0.17%	173
2020 Q1	$912K	Buy	16,036 +3,109	+24%	+$195K	0.18%	168
2019 Q4	$831K	Sell	12,927 -437	-3%	-$29K	0.17%	168
2019 Q3	$904K	Buy	13,364 +188	+1%	+$13K	0.15%	195
2019 Q2	$919K	Buy	13,176 +193	+1%	+$13.1K	0.16%	187
2019 Q1	$843K	Buy	+12,983	New	+$791K	0.15%	193

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

Vestmark Advisory Solutions's UL Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Unilever (UL) stake by 25% in Q2 2026, buying an estimated $355K and bringing the position to 30,526 shares worth $1.84M. The position accounts for 0.02% of the portfolio, ranked #751.

Vestmark Advisory Solutions first reported a position in UL in Q1 2019 and has held it in 30 quarters since. The position peaked at $4.28M in Q1 2023. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Vestmark Advisory Solutions held 30,526 shares of Unilever worth $1.84M as of Q2 2026.
Vestmark Advisory Solutions bought 6,133 Unilever shares in Q2 2026, an estimated $355K.
Unilever made up 0.02% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #751 holding.
Vestmark Advisory Solutions first reported a position in Unilever in Q1 2019 and has held it in 30 quarters since.
Vestmark Advisory Solutions's Unilever position peaked at $4.28M in Q1 2023.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.