Walsh & Associates’s Unilever UL Stock Holding History

Walsh & Associates’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	–	Sell	-4	Closed	-$228	–	300
2026 Q1	$228	Buy	+4	New	+$268	﹤0.01%	266

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

Walsh & Associates's UL Position: Q2 2026 in Review

Walsh & Associates sold out of Unilever (UL) in Q2 2026, closing a stake of 4 shares — an estimated $228 sold.

Walsh & Associates first reported a position in UL in Q1 2026 and held it in 1 quarter. The position peaked at $228 in Q1 2026. 1,183 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Walsh & Associates reported no remaining Unilever position as of Q2 2026 after selling out during the quarter.
Walsh & Associates sold 4 Unilever shares in Q2 2026, an estimated $228.
Walsh & Associates first reported a position in Unilever in Q1 2026 and held it in 1 quarter.
Walsh & Associates's Unilever position peaked at $228 in Q1 2026.
1,183 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.