UL Unilever PLC ADR

Ownership history in FIDUCIARY MANAGEMENT INC /WI/  ·  49 quarters on record

AI Ownership Summary

FIDUCIARY MANAGEMENT INC /WI/ reported Unilever PLC ADR (UL) in 49 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.16% in 2024 Q3. The latest visible filing shows UL at 1.85% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIDUCIARY MANAGEMENT INC /WI/'s position in Unilever PLC ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UL was reported at 1.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.16% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FIDUCIARY MANAGEMENT INC /WI/ held UL — position size vs. price
% of Fund (quarterly)    UL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 2,568,718 -589,483 -18.7% 1.85% $168.0M 2026-02-14 (Est.) $74.03
2025 Q3 REDUCED 3,158,201 -129,694 -3.9% 1.89% $187.2M 2025-11-14 $66.21
2025 Q2 REDUCED 3,287,895 -179,011 -5.2% 1.93% $201.1M 2025-08-14 $67.76
2025 Q1 REDUCED 3,466,906 -169,419 -4.7% 1.99% $206.5M 2025-05-14 $66.01
2024 Q4 REDUCED 3,636,325 -154,958 -4.1% 1.92% $206.2M 2025-02-13 $60.45
2024 Q3 REDUCED 3,791,283 -118,608 -3.0% 2.16% $246.3M 2024-11-14 $62.01
2024 Q2 REDUCED 3,909,891 -248,640 -6.0% 2.00% $215.0M 2024-08-13 $65.16
2024 Q1 ADDED 4,158,531 +827,814 +24.9% 1.86% $208.7M 2024-05-14 $56.98
2023 Q4 REDUCED 3,330,717 -235,602 -6.6% 1.51% $161.5M 2024-02-14 $52.29
40 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FIDUCIARY MANAGEMENT INC /WI/ and UL

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIDUCIARY MANAGEMENT INC /WI/ reported owning UL?

FIDUCIARY MANAGEMENT INC /WI/ reported UL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported UL position in FIDUCIARY MANAGEMENT INC /WI/'s portfolio?

The largest reported portfolio weight for UL was 2.16% in 2024 Q3.

What is the latest reported UL position on this page?

The most recent filing on this page is 2025 Q4, when FIDUCIARY MANAGEMENT INC /WI/ reported 2,568,718 shares, equal to 1.85% of portfolio, with an estimated market value of $168.0M.

What does the chart on this UL ownership page compare?

The chart compares FIDUCIARY MANAGEMENT INC /WI/'s quarterly UL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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