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West Family Investments’s Unilever UL Stock Holding History

West Family 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 		$448K Sell
7,457
-938
-11% -$54.2K 0.13% 213
2026
Q1 		$478K Sell
8,395
-2,003
-19% -$134K 0.17% 113
2025
Q4 		$680K Sell
10,398
-2,332
-18% -$157K 0.16% 126
2025
Q3 		$849K Buy
12,730
+712
+6% +$49.1K 0.19% 105
2025
Q2 		$827K Buy
12,018
+3,650
+44% +$256K 0.22% 99
2025
Q1 		$561K Buy
8,368
+71
+0.9% +$4.58K 0.21% 95
2024
Q4 		$529K Sell
8,297
-139
-2% -$9.39K 0.18% 114
2024
Q3 		$617K Buy
8,436
+333
+4% +$23K 0.21% 102
2024
Q2 		$501K Hold
8,103
– – 0.15% 110
2024
Q1 		$458K Hold
8,103
– – 0.14% 119
2023
Q4 		$442K Buy
8,103
+723
+10% +$39K 0.15% 108
2023
Q3 		$410K Hold
7,380
– – 0.14% 111
2023
Q2 		$433K Hold
7,380
– – 0.17% 108
2023
Q1 		$431K Hold
7,380
– – 0.17% 96
2022
Q4 		$418K Sell
7,380
-274
-4% -$14.7K 0.14% 116
2022
Q3 		$378K Buy
7,654
+901
+13% +$47.1K 0.16% 120
2022
Q2 		$348K Buy
+6,753
New +$344K 0.14% 130
2022
Q1 		– Sell
-13,297
Closed -$805K – 351
2021
Q4 		$805K Sell
13,297
-1,219
-8% -$72.4K 0.22% 84
2021
Q3 		$885K Buy
14,516
+5,457
+60% +$348K 0.23% 81
2021
Q2 		$596K Buy
+9,059
New +$602K 0.16% 110

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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

West Family Investments's UL Position: Q2 2026 in Review

West Family Investments reduced its Unilever (UL) stake by 11% in Q2 2026, selling an estimated $54.2K and leaving 7,457 shares worth $448K. The position accounts for 0.13% of the portfolio, ranked #213.

West Family Investments first reported a position in UL in Q2 2021 and has held it in 20 quarters since. The position peaked at $885K in Q3 2021. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • West Family Investments held 7,457 shares of Unilever worth $448K as of Q2 2026.
  • West Family Investments sold 938 Unilever shares in Q2 2026, an estimated $54.2K.
  • Unilever made up 0.13% of West Family Investments's portfolio in Q2 2026, its #213 holding.
  • West Family Investments first reported a position in Unilever in Q2 2021 and has held it in 20 quarters since.
  • West Family Investments's Unilever position peaked at $885K in Q3 2021.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.