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Windle Wealth’s Unilever UL Stock Holding History

Windle Wealth’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 		$8.5M Buy
141,375
+15,460
+12% +$894K 3.42% 20
2026
Q1 		$7.17M Buy
125,915
+4,653
+4% +$312K 3.03% 24
2025
Q4 		$7.93M Buy
121,262
+2,873
+2% +$193K 3.55% 18
2025
Q3 		$7.9M Buy
118,389
+4,321
+4% +$298K 3.53% 18
2025
Q2 		$7.85M Sell
114,068
-1,458
-1% -$102K 3.84% 12
2025
Q1 		$7.74M Buy
115,526
+974
+0.9% +$62.8K 3.99% 16
2024
Q4 		$7.31M Buy
114,552
+694
+0.6% +$46.9K 4.04% 9
2024
Q3 		$8.32M Sell
113,858
-195
-0.2% -$13.5K 4.52% 6
2024
Q2 		$7.06M Buy
114,053
+6,052
+6% +$358K 4.3% 7
2024
Q1 		$6.1M Buy
108,001
+1,683
+2% +$93.2K 3.88% 20
2023
Q4 		$5.8M Buy
106,318
+54
+0.1% +$2.91K 4.07% 18
2023
Q3 		$5.91M Buy
106,264
+2,757
+3% +$159K 4.4% 8
2023
Q2 		$6.07M Buy
103,507
+307
+0.3% +$18.2K 4.38% 9
2023
Q1 		$6.03M Buy
103,200
+1,770
+2% +$101K 4.47% 10
2022
Q4 		$5.75M Buy
+101,430
New +$5.43M 4.48% 13

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

Windle Wealth's UL Position: Q2 2026 in Review

Windle Wealth increased its Unilever (UL) stake by 12% in Q2 2026, buying an estimated $894K and bringing the position to 141,375 shares worth $8.5M. The position accounts for 3.42% of the portfolio, ranked #20.

Windle Wealth first reported a position in UL in Q4 2022 and has held it in 15 quarters since. 1,193 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Windle Wealth held 141,375 shares of Unilever worth $8.5M as of Q2 2026.
  • Windle Wealth bought 15,460 Unilever shares in Q2 2026, an estimated $894K.
  • Unilever made up 3.42% of Windle Wealth's portfolio in Q2 2026, its #20 holding.
  • Windle Wealth first reported a position in Unilever in Q4 2022 and has held it in 15 quarters since.
  • 1,193 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Windle Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.