Wilmington Savings Fund Society’s Unilever UL Stock Holding History

Wilmington Savings Fund Society’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	$2.21M	Sell	36,760 -5,636	-13%	-$326K	0.05%	223
2026 Q1	$2.42M	Sell	42,396 -11,714	-22%	-$785K	0.06%	219
2025 Q4	$3.54M	Sell	54,110 -6,785	-11%	-$456K	0.08%	171
2025 Q3	$4.06M	Sell	60,895 -48,805	-44%	-$3.37M	0.1%	155
2025 Q2	$7.55M	Sell	109,700 -6,171	-5%	-$433K	0.13%	129
2025 Q1	$7.76M	Sell	115,871 -4,158	-3%	-$268K	0.15%	128
2024 Q4	$7.66M	Sell	120,029 -965	-0.8%	-$65.2K	0.14%	135
2024 Q3	$8.84M	Sell	120,994 -234	-0.2%	-$16.2K	0.16%	116
2024 Q2	$7.5M	Sell	121,228 -484	-0.4%	-$28.6K	0.29%	84
2024 Q1	$6.87M	Buy	+121,712	New	+$6.74M	0.26%	93
2023 Q3	$6.93M	Sell	124,703 -2,354	-2%	-$136K	0.31%	87
2023 Q2	$7.45M	Sell	127,057 -1,979	-2%	-$118K	0.31%	87
2023 Q1	$7.54M	Sell	129,036 -231	-0.2%	-$13.1K	0.33%	81
2022 Q4	$7.32M	Sell	129,267 -3,135	-2%	-$168K	0.33%	83
2022 Q3	$6.53M	Buy	132,402 +375	+0.3%	+$19.6K	0.32%	79
2022 Q2	$6.81M	Sell	132,027 -7,294	-5%	-$371K	0.31%	83
2022 Q1	$7.14M	Sell	139,321 -12,787	-8%	-$712K	0.28%	91
2021 Q4	$9.21M	Buy	152,108 +384	+0.3%	+$22.8K	0.33%	79
2021 Q3	$9.26M	Buy	151,724 +4,121	+3%	+$263K	0.36%	73
2021 Q2	$9.71M	Sell	147,603 -1,282	-0.9%	-$85.2K	0.37%	72
2021 Q1	$9.35M	Sell	148,885 -5,023	-3%	-$320K	0.37%	71
2020 Q4	$10.5M	Buy	153,908 +2,333	+2%	+$158K	0.44%	65
2020 Q3	$10.5M	Sell	151,575 -15,381	-9%	-$1.03M	0.49%	57
2020 Q2	$10.3M	Sell	166,956 -2,006	-1%	-$120K	0.51%	56
2020 Q1	$9.61M	Sell	168,962 -4,010	-2%	-$252K	0.57%	55
2019 Q4	$11.1M	Buy	172,972 +478	+0.3%	+$31.7K	0.56%	60
2019 Q3	$11.7M	Sell	172,494 -162	-0.1%	-$11.2K	0.64%	52
2019 Q2	$12M	Sell	172,656 -2,440	-1%	-$166K	0.65%	46
2019 Q1	$11.4M	Sell	175,096 -2,694	-2%	-$164K	0.62%	51
2018 Q4	$10.5M	Sell	177,790 -780	-0.4%	-$47K	0.63%	50
2018 Q3	$11M	Buy	178,570 +2,238	+1%	+$141K	0.58%	53
2018 Q2	$11M	Buy	176,332 +348	+0.2%	+$21.6K	0.61%	54
2018 Q1	$11M	Sell	175,984 -4,176	-2%	-$254K	0.63%	49
2017 Q4	$11.2M	Sell	180,160 -3,634	-2%	-$230K	0.61%	52
2017 Q3	$12M	Sell	183,794 -59,013	-24%	-$3.79M	0.69%	47
2017 Q2	$14.8M	Sell	242,807 -5,777	-2%	-$344K	0.88%	32
2017 Q1	$13.8M	Sell	248,584 -390	-0.2%	-$19.7K	0.84%	37
2016 Q4	$11.4M	Sell	248,974 -2,162	-0.9%	-$101K	0.71%	42
2016 Q3	$13.4M	Sell	251,136 -3,908	-2%	-$206K	0.84%	35
2016 Q2	$13.7M	Sell	255,044 -4,056	-2%	-$208K	0.87%	33
2016 Q1	$13.2M	Sell	259,100 -5,251	-2%	-$255K	0.85%	36
2015 Q4	$12.8M	Sell	264,351 -4,229	-2%	-$206K	0.8%	40
2015 Q3	$12.3M	Sell	268,580 -5,744	-2%	-$275K	0.79%	35
2015 Q2	$13.3M	Sell	274,324 -19,759	-7%	-$977K	0.77%	38
2015 Q1	$13.8M	Sell	294,083 -9,940	-3%	-$476K	0.79%	39
2014 Q4	$13.8M	Sell	304,023 -2,967	-1%	-$136K	0.78%	38
2014 Q3	$14.5M	Sell	306,990 -2,502	-0.8%	-$124K	0.82%	35
2014 Q2	$15.8M	Sell	309,492 -3,984	-1%	-$200K	0.87%	32
2014 Q1	$15.1M	Buy	313,476 +1,606	+0.5%	+$72.5K	0.84%	32
2013 Q4	$14.5M	Buy	311,870 +15,681	+5%	+$702K	0.81%	34
2013 Q3	$12.9M	Buy	296,189 +1,421	+0.5%	+$64.5K	0.79%	37
2013 Q2	$13.4M	Buy	+294,768	New	+$14M	0.87%	30

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

Wilmington Savings Fund Society's UL Position: Q2 2026 in Review

Wilmington Savings Fund Society reduced its Unilever (UL) stake by 13% in Q2 2026, selling an estimated $326K and leaving 36,760 shares worth $2.21M. The position accounts for 0.05% of the portfolio, ranked #223.

Wilmington Savings Fund Society first reported a position in UL in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.8M in Q2 2014. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Wilmington Savings Fund Society held 36,760 shares of Unilever worth $2.21M as of Q2 2026.
Wilmington Savings Fund Society sold 5,636 Unilever shares in Q2 2026, an estimated $326K.
Unilever made up 0.05% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #223 holding.
Wilmington Savings Fund Society first reported a position in Unilever in Q2 2013 and has held it in 52 quarters since.
Wilmington Savings Fund Society's Unilever position peaked at $15.8M in Q2 2014.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.