Wellington Management Group
UL icon

Wellington Management Group’s Unilever UL Stock Holding History

Wellington Management Group’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 		$2.11B Sell
35,063,391
-4,867,052
-12% -$281M 0.36% 62
2026
Q1 		$2.27B Buy
39,930,443
+8,378,511
+27% +$562M 0.42% 44
2025
Q4 		$2.06B Buy
31,551,932
+738,115
+2% +$49.6M 0.36% 59
2025
Q3 		$2.05B Buy
30,813,817
+2,609,091
+9% +$180M 0.36% 60
2025
Q2 		$1.94B Buy
28,204,726
+3,226,555
+13% +$226M 0.35% 70
2025
Q1 		$1.67B Buy
24,978,171
+3,040,937
+14% +$196M 0.32% 78
2024
Q4 		$1.4B Sell
21,937,234
-297,664
-1% -$20.1M 0.26% 90
2024
Q3 		$1.62B Sell
22,234,898
-8,937,178
-29% -$618M 0.28% 90
2024
Q2 		$1.93B Sell
31,172,076
-507,644
-2% -$30M 0.34% 65
2024
Q1 		$1.79B Buy
31,679,720
+1,018,270
+3% +$56.4M 0.32% 78
2023
Q4 		$1.67B Buy
30,661,450
+990,593
+3% +$53.4M 0.31% 78
2023
Q3 		$1.65B Sell
29,670,857
-945,264
-3% -$54.6M 0.33% 71
2023
Q2 		$1.8B Sell
30,616,121
-912,214
-3% -$54.2M 0.34% 70
2023
Q1 		$1.84B Buy
31,528,335
+659,391
+2% +$37.5M 0.37% 69
2022
Q4 		$1.75B Buy
30,868,944
+203,332
+0.7% +$10.9M 0.35% 68
2022
Q3 		$1.51B Buy
30,665,612
+8,776,497
+40% +$459M 0.32% 77
2022
Q2 		$1.13B Buy
21,889,115
+6,577,656
+43% +$335M 0.23% 103
2022
Q1 		$785M Buy
15,311,459
+2,113,838
+16% +$118M 0.13% 160
2021
Q4 		$799M Sell
13,197,621
-86,455
-0.7% -$5.14M 0.13% 168
2021
Q3 		$810M Sell
13,284,076
-222,269
-2% -$14.2M 0.14% 153
2021
Q2 		$889M Buy
13,506,345
+1,597,975
+13% +$106M 0.15% 141
2021
Q1 		$748M Buy
11,908,370
+2,870,767
+32% +$183M 0.13% 161
2020
Q4 		$614M Buy
+9,037,603
New +$613M 0.11% 185

Other funds holding UL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Wellington Management Group's UL Position: Q2 2026 in Review

Wellington Management Group reduced its Unilever (UL) stake by 12% in Q2 2026, selling an estimated $281M and leaving 35,063,391 shares worth $2.11B. The position accounts for 0.36% of the portfolio, ranked #62.

Wellington Management Group first reported a position in UL in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.27B in Q1 2026. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Wellington Management Group held 35,063,391 shares of Unilever worth $2.11B as of Q2 2026.
  • Wellington Management Group sold 4,867,052 Unilever shares in Q2 2026, an estimated $281M.
  • Unilever made up 0.36% of Wellington Management Group's portfolio in Q2 2026, its #62 holding.
  • Wellington Management Group first reported a position in Unilever in Q4 2020 and has held it in 23 quarters since.
  • Wellington Management Group's Unilever position peaked at $2.27B in Q1 2026.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.