XF
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XML Financial’s Unilever UL Stock Holding History

XML 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 		$4.23M Sell
70,415
-13,255
-16% -$766K 0.31% 80
2026
Q1 		$4.77M Sell
83,670
-5,874
-7% -$394K 0.38% 70
2025
Q4 		$5.86M Sell
89,544
-14,701
-14% -$988K 0.48% 56
2025
Q3 		$6.95M Sell
104,245
-5,508
-5% -$380K 0.57% 51
2025
Q2 		$7.55M Sell
109,753
-964
-0.9% -$67.6K 0.65% 44
2025
Q1 		$7.42M Sell
110,717
-5,572
-5% -$359K 0.69% 40
2024
Q4 		$7.42M Sell
116,289
-5,859
-5% -$396K 0.68% 42
2024
Q3 		$8.93M Sell
122,148
-6,904
-5% -$477K 0.83% 31
2024
Q2 		$7.98M Sell
129,052
-11,241
-8% -$664K 0.8% 31
2024
Q1 		$7.92M Sell
140,293
-28,852
-17% -$1.6M 0.81% 32
2023
Q4 		$9.23M Sell
169,145
-2,094
-1% -$113K 0.97% 24
2023
Q3 		$9.52M Sell
171,239
-353
-0.2% -$20.4K 1.14% 19
2023
Q2 		$10.1M Sell
171,592
-635
-0.4% -$37.7K 1.16% 18
2023
Q1 		$10.1M Sell
172,227
-89
-0.1% -$5.06K 1.23% 18
2022
Q4 		$9.76M Buy
172,316
+240
+0.1% +$12.8K 1.23% 17
2022
Q3 		$8.49M Buy
+172,076
New +$8.99M 1.18% 20
2022
Q2 		– Sell
-5,995
Closed -$307K – 328
2022
Q1 		$307K Buy
+5,995
New +$334K 0.04% 257

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

XML Financial's UL Position: Q2 2026 in Review

XML Financial reduced its Unilever (UL) stake by 16% in Q2 2026, selling an estimated $766K and leaving 70,415 shares worth $4.23M. The position accounts for 0.31% of the portfolio, ranked #80.

XML Financial first reported a position in UL in Q1 2022 and has held it in 17 quarters since. The position peaked at $10.1M in Q1 2023. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • XML Financial held 70,415 shares of Unilever worth $4.23M as of Q2 2026.
  • XML Financial sold 13,255 Unilever shares in Q2 2026, an estimated $766K.
  • Unilever made up 0.31% of XML Financial's portfolio in Q2 2026, its #80 holding.
  • XML Financial first reported a position in Unilever in Q1 2022 and has held it in 17 quarters since.
  • XML Financial's Unilever position peaked at $10.1M in Q1 2023.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.