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Aaron Wealth Advisors’s Unilever UL Stock Holding History

Aaron Wealth Advisors’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 		$1.5M Buy
24,957
+572
+2% +$33.1K 0.08% 171
2026
Q1 		$1.39M Buy
24,385
+4,448
+22% +$298K 0.08% 158
2025
Q4 		$1.3M Buy
19,937
+2,127
+12% +$143K 0.07% 196
2025
Q3 		$1.19M Sell
17,810
-464
-3% -$32K 0.07% 196
2025
Q2 		$1.26M Buy
18,274
+869
+5% +$61K 0.13% 111
2025
Q1 		$1.17M Buy
17,405
+538
+3% +$34.7K 0.13% 107
2024
Q4 		$1.08M Buy
16,867
+2,090
+14% +$141K 0.12% 110
2024
Q3 		$1.08M Buy
14,777
+2,798
+23% +$193K 0.13% 111
2024
Q2 		$741K Buy
11,979
+321
+3% +$19K 0.1% 129
2024
Q1 		$658K Buy
11,658
+5,910
+103% +$327K 0.09% 132
2023
Q4 		$314K Buy
5,748
+899
+19% +$48.5K 0.05% 188
2023
Q3 		$269K Buy
4,849
+165
+4% +$9.54K 0.03% 210
2023
Q2 		$275K Buy
4,684
+704
+18% +$41.8K 0.04% 213
2023
Q1 		$233K Buy
+3,980
New +$226K 0.03% 227
2022
Q2 		– Sell
-585
Closed -$30K – 807
2022
Q1 		$30K Buy
+585
New +$32.6K 0.01% 547

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

Aaron Wealth Advisors's UL Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Unilever (UL) stake by 2.3% in Q2 2026, buying an estimated $33.1K and bringing the position to 24,957 shares worth $1.5M. The position accounts for 0.08% of the portfolio, ranked #171.

Aaron Wealth Advisors first reported a position in UL in Q1 2022 and has held it in 15 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Aaron Wealth Advisors held 24,957 shares of Unilever worth $1.5M as of Q2 2026.
  • Aaron Wealth Advisors bought 572 Unilever shares in Q2 2026, an estimated $33.1K.
  • Unilever made up 0.08% of Aaron Wealth Advisors's portfolio in Q2 2026, its #171 holding.
  • Aaron Wealth Advisors first reported a position in Unilever in Q1 2022 and has held it in 15 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.