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Abound Financial’s Unilever UL Stock Holding History

Abound 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 		$83.6K Sell
1,390
-22
-2% -$1.27K 0.03% 100
2026
Q1 		$80.4K Hold
1,412
– – 0.04% 92
2025
Q4 		$92.3K Buy
+1,412
New +$94.9K 0.04% 93
2025
Q2 		– Sell
-1,537
Closed -$103K – 243
2025
Q1 		$103K Buy
+1,537
New +$99.2K 0.05% 91

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

Abound Financial's UL Position: Q2 2026 in Review

Abound Financial reduced its Unilever (UL) stake by 1.6% in Q2 2026, selling an estimated $1.27K and leaving 1,390 shares worth $83.6K. The position accounts for 0.03% of the portfolio, ranked #100.

Abound Financial first reported a position in UL in Q1 2025 and has held it in 4 quarters since. The position peaked at $103K in Q1 2025. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Abound Financial held 1,390 shares of Unilever worth $83.6K as of Q2 2026.
  • Abound Financial sold 22 Unilever shares in Q2 2026, an estimated $1.27K.
  • Unilever made up 0.03% of Abound Financial's portfolio in Q2 2026, its #100 holding.
  • Abound Financial first reported a position in Unilever in Q1 2025 and has held it in 4 quarters since.
  • Abound Financial's Unilever position peaked at $103K in Q1 2025.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.