Vontobel Holding’s Unilever UL Stock Holding History

Vontobel Holding’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	$1.13M	Sell	18,802 -414	-2%	-$23.9K	﹤0.01%	780
2026 Q1	$1.09M	Buy	+19,216	New	+$1.29M	﹤0.01%	639
2025 Q4	–	Sell	-19,617	Closed	-$1.31M	–	1526
2025 Q3	$1.31M	Hold	19,617	–	–	﹤0.01%	647
2025 Q2	$1.35M	Hold	19,617	–	–	﹤0.01%	599
2025 Q1	$1.31M	Buy	19,617 +3,948	+25%	+$255K	﹤0.01%	513
2024 Q4	$1,000K	Buy	15,669 +465	+3%	+$31.4K	﹤0.01%	590
2024 Q3	$1.11M	Buy	15,204 +3,421	+29%	+$236K	﹤0.01%	565
2024 Q2	$729K	Buy	11,783 +4,130	+54%	+$244K	﹤0.01%	665
2024 Q1	$432K	Buy	+7,653	New	+$424K	﹤0.01%	824

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

Vontobel Holding's UL Position: Q2 2026 in Review

Vontobel Holding reduced its Unilever (UL) stake by 2.2% in Q2 2026, selling an estimated $23.9K and leaving 18,802 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Vontobel Holding first reported a position in UL in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.35M in Q2 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Vontobel Holding held 18,802 shares of Unilever worth $1.13M as of Q2 2026.
Vontobel Holding sold 414 Unilever shares in Q2 2026, an estimated $23.9K.
Unilever made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #780 holding.
Vontobel Holding first reported a position in Unilever in Q1 2024 and has held it in 9 quarters since.
Vontobel Holding's Unilever position peaked at $1.35M in Q2 2025.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.