WoodTrust Financial’s Unilever UL Stock Holding History

WoodTrust Financial’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	$232K	Hold	3,865	–	–	0.03%	168
2026 Q1	$220K	Sell	3,865 -1	-0%	-$67	0.03%	164
2025 Q4	$253K	Sell	3,866 -1	-0%	-$67	0.03%	165
2025 Q3	$258K	Hold	3,867	–	–	0.03%	168
2025 Q2	$266K	Hold	3,867	–	–	0.03%	133
2025 Q1	$259K	Hold	3,867	–	–	0.04%	143
2024 Q4	$247K	Hold	3,867	–	–	0.03%	155
2024 Q3	$283K	Hold	3,867	–	–	0.04%	152
2024 Q2	$239K	Hold	3,867	–	–	0.04%	154
2024 Q1	$218K	Sell	3,867 -5	-0.1%	-$277	0.03%	159
2023 Q4	$211K	Sell	3,872 -1,372	-26%	-$74K	0.04%	158
2023 Q3	$291K	Sell	5,244 -534	-9%	-$30.9K	0.06%	126
2023 Q2	$339K	Hold	5,778	–	–	0.06%	118
2023 Q1	$338K	Hold	5,778	–	–	0.07%	117
2022 Q4	$327K	Hold	5,778	–	–	0.07%	117
2022 Q3	$285K	Hold	5,778	–	–	0.06%	122
2022 Q2	$298K	Hold	5,778	–	–	0.07%	122
2022 Q1	$296K	Buy	5,778 +1,156	+25%	+$64.3K	0.06%	125
2021 Q4	$280K	Buy	+4,622	New	+$275K	0.06%	118

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

WoodTrust Financial's UL Position: Q2 2026 in Review

WoodTrust Financial held its Unilever (UL) position steady in Q2 2026 at 3,865 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #168.

WoodTrust Financial first reported a position in UL in Q4 2021 and has held it in 19 quarters since. The position peaked at $339K in Q2 2023. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

WoodTrust Financial held 3,865 shares of Unilever worth $232K as of Q2 2026.
WoodTrust Financial left its Unilever share count unchanged in Q2 2026.
Unilever made up 0.03% of WoodTrust Financial's portfolio in Q2 2026, its #168 holding.
WoodTrust Financial first reported a position in Unilever in Q4 2021 and has held it in 19 quarters since.
WoodTrust Financial's Unilever position peaked at $339K in Q2 2023.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.