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Whetstone Capital Advisors’s Unilever UL Stock Holding History

Whetstone Capital Advisors’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 		$267K Buy
4,444
+551
+14% +$31.9K 0.07% 54
2026
Q1 		$222K Buy
3,893
+385
+11% +$25.8K 0.08% 55
2025
Q4 		$229K Buy
3,508
+156
+5% +$10.5K 0.07% 33
2025
Q3 		$224K Buy
+3,352
New +$231K 0.06% 48

Other funds holding UL

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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

Whetstone Capital Advisors's UL Position: Q2 2026 in Review

Whetstone Capital Advisors increased its Unilever (UL) stake by 14% in Q2 2026, buying an estimated $31.9K and bringing the position to 4,444 shares worth $267K. The position accounts for 0.07% of the portfolio, ranked #54.

Whetstone Capital Advisors first reported a position in UL in Q3 2025 and has held it in 4 quarters since. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Whetstone Capital Advisors held 4,444 shares of Unilever worth $267K as of Q2 2026.
  • Whetstone Capital Advisors bought 551 Unilever shares in Q2 2026, an estimated $31.9K.
  • Unilever made up 0.07% of Whetstone Capital Advisors's portfolio in Q2 2026, its #54 holding.
  • Whetstone Capital Advisors first reported a position in Unilever in Q3 2025 and has held it in 4 quarters since.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Whetstone Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.