Yousif Capital Management’s Unilever UL Stock Holding History

Yousif Capital Management’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	$257K	Sell	4,267 -14,145	-77%	-$818K	﹤0.01%	1546
2026 Q1	$1.05M	Hold	18,412	–	–	0.01%	1029
2025 Q4	$1.19M	Sell	18,412 -4,906	-21%	-$330K	0.01%	992
2025 Q3	$1.56M	Sell	23,318 -1,271	-5%	-$87.7K	0.02%	853
2025 Q2	$1.69M	Buy	24,589 +2,009	+9%	+$141K	0.02%	830
2025 Q1	$1.51M	Sell	22,580 -2,840	-11%	-$183K	0.02%	876
2024 Q4	$1.62M	Sell	25,420 -2,489	-9%	-$168K	0.02%	876
2024 Q3	$2.04M	Sell	27,909 -7,854	-22%	-$543K	0.02%	765
2024 Q2	$2.21M	Sell	35,763 -2,812	-7%	-$166K	0.03%	712
2024 Q1	$2.18M	Sell	38,575 -533	-1%	-$29.5K	0.02%	770
2023 Q4	$2.13M	Buy	39,108 +2,337	+6%	+$126K	0.03%	777
2023 Q3	$2.04M	Sell	36,771 -1,073	-3%	-$62K	0.03%	722
2023 Q2	$2.22M	Sell	37,844 -181	-0.5%	-$10.7K	0.03%	713
2023 Q1	$2.22M	Buy	38,025 +133	+0.4%	+$7.56K	0.03%	697
2022 Q4	$2.15M	Hold	37,892	–	–	0.03%	708
2022 Q3	$1.87M	Buy	37,892 +2,365	+7%	+$124K	0.03%	788
2022 Q2	$1.83M	Sell	35,527 -822	-2%	-$41.9K	0.02%	877
2022 Q1	$1.86M	Hold	36,349	–	–	0.02%	985
2021 Q4	$2.2M	Buy	+36,349	New	+$2.16M	0.02%	908

Other funds holding UL

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ERP

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Yousif Capital Management's UL Position: Q2 2026 in Review

Yousif Capital Management reduced its Unilever (UL) stake by 77% in Q2 2026, selling an estimated $818K and leaving 4,267 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

Yousif Capital Management first reported a position in UL in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.22M in Q1 2023. 310 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Yousif Capital Management held 4,267 shares of Unilever worth $257K as of Q2 2026.
Yousif Capital Management sold 14,145 Unilever shares in Q2 2026, an estimated $818K.
Unilever made up ﹤0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1546 holding.
Yousif Capital Management first reported a position in Unilever in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's Unilever position peaked at $2.22M in Q1 2023.
310 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.