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Westside Investment Management’s Unilever UL Stock Holding History

Westside Investment Management’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 		$94.4K Hold
1,570
– – 0.01% 442
2026
Q1 		$88.6K Hold
1,570
– – 0.01% 436
2025
Q4 		$102K Sell
1,570
-1
-0.1% -$67 0.02% 394
2025
Q3 		$104K Buy
1,571
+287
+22% +$19.8K 0.02% 392
2025
Q2 		$88.5K Buy
1,284
+286
+29% +$20.1K 0.02% 360
2025
Q1 		$66.9K Hold
998
– – 0.01% 360
2024
Q4 		$63.7K Hold
998
– – 0.01% 370
2024
Q3 		$73K Hold
998
– – 0.02% 350
2024
Q2 		$61.8K Hold
998
– – 0.01% 360
2024
Q1 		$56.4K Hold
998
– – 0.01% 367
2023
Q4 		$54.4K Hold
998
– – 0.01% 347
2023
Q3 		$55.5K Hold
998
– – 0.02% 328
2023
Q2 		$58.5K Hold
998
– – 0.02% 334
2023
Q1 		$58.3K Hold
998
– – 0.02% 341
2022
Q4 		$56 Buy
+998
New +$53.4K ﹤0.01% 407
2018
Q4 		– Sell
-66
Closed -$4.09K – 810
2018
Q3 		$4.09K Hold
66
– – ﹤0.01% 618
2018
Q2 		$4.04K Sell
66
-25
-27% -$1.55K ﹤0.01% 705
2018
Q1 		$5.58K Buy
91
+51
+128% +$3.1K ﹤0.01% 648
2017
Q4 		$2.5K Sell
40
-7
-15% -$444 ﹤0.01% 773
2017
Q3 		$3.02K Hold
47
– – ﹤0.01% 722
2017
Q2 		$2.86K Sell
47
-889
-95% -$53K ﹤0.01% 720
2017
Q1 		$51.7K Buy
936
+889
+1,891% +$45K 0.02% 256
2016
Q4 		$2.18K Buy
+47
New +$2.19K ﹤0.01% 586

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

Westside Investment Management's UL Position: Q2 2026 in Review

Westside Investment Management held its Unilever (UL) position steady in Q2 2026 at 1,570 shares worth $94.4K. The position accounts for 0.01% of the portfolio, ranked #442.

Westside Investment Management first reported a position in UL in Q4 2016 and has held it in 23 quarters since. The position peaked at $104K in Q3 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Westside Investment Management held 1,570 shares of Unilever worth $94.4K as of Q2 2026.
  • Westside Investment Management left its Unilever share count unchanged in Q2 2026.
  • Unilever made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #442 holding.
  • Westside Investment Management first reported a position in Unilever in Q4 2016 and has held it in 23 quarters since.
  • Westside Investment Management's Unilever position peaked at $104K in Q3 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.