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WPG Advisers’s Unilever UL Stock Holding History

WPG Advisers’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 		$28.7K Sell
478
-10
-2% -$578 0.02% 453
2026
Q1 		$27.8K Sell
488
-63
-11% -$4.22K 0.02% 406
2025
Q4 		$36K Buy
551
+386
+234% +$25.9K 0.03% 357
2025
Q3 		$11K Buy
165
+19
+13% +$1.31K 0.01% 666
2025
Q2 		$10K Buy
146
+2
+1% +$140 0.01% 653
2025
Q1 		$9.65K Sell
144
-115
-44% -$7.42K 0.01% 658
2024
Q4 		$16.5K Buy
+259
New +$17.5K 0.02% 501

Other funds holding UL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

WPG Advisers's UL Position: Q2 2026 in Review

WPG Advisers reduced its Unilever (UL) stake by 2% in Q2 2026, selling an estimated $578 and leaving 478 shares worth $28.7K. The position accounts for 0.02% of the portfolio, ranked #453.

WPG Advisers first reported a position in UL in Q4 2024 and has held it in 7 quarters since. The position peaked at $36K in Q4 2025. 745 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • WPG Advisers held 478 shares of Unilever worth $28.7K as of Q2 2026.
  • WPG Advisers sold 10 Unilever shares in Q2 2026, an estimated $578.
  • Unilever made up 0.02% of WPG Advisers's portfolio in Q2 2026, its #453 holding.
  • WPG Advisers first reported a position in Unilever in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Unilever position peaked at $36K in Q4 2025.
  • 745 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.