AWM
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Abound Wealth Management’s Unilever UL Stock Holding History

Abound Wealth 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 		$722 Sell
12
-168
-93% -$9.71K ﹤0.01% 882
2026
Q1 		$10.3K Buy
180
+76
+73% +$5.09K ﹤0.01% 544
2025
Q4 		$6.8K Sell
104
-194
-65% -$13K ﹤0.01% 590
2025
Q3 		$19.9K Buy
298
+279
+1,468% +$19.3K 0.01% 361
2025
Q2 		$1.28K Hold
19
– – ﹤0.01% 782
2025
Q1 		$1.25K Hold
19
– – ﹤0.01% 739
2024
Q4 		$1.19K Buy
+19
New +$1.28K ﹤0.01% 718
2024
Q1 		– Sell
-11
Closed -$604 – 1399
2023
Q4 		$604 Hold
11
– – ﹤0.01% 878
2023
Q3 		$609 Sell
11
-42
-79% -$2.43K ﹤0.01% 769
2023
Q2 		$3.14K Buy
53
+42
+382% +$2.49K ﹤0.01% 584
2023
Q1 		$629 Hold
11
– – ﹤0.01% 660
2022
Q4 		$605 Buy
+11
New +$589 ﹤0.01% 652

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 Wealth Management's UL Position: Q2 2026 in Review

Abound Wealth Management reduced its Unilever (UL) stake by 93% in Q2 2026, selling an estimated $9.71K and leaving 12 shares worth $722. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Abound Wealth Management first reported a position in UL in Q4 2022 and has held it in 12 quarters since. The position peaked at $19.9K in Q3 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Abound Wealth Management held 12 shares of Unilever worth $722 as of Q2 2026.
  • Abound Wealth Management sold 168 Unilever shares in Q2 2026, an estimated $9.71K.
  • Unilever made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #882 holding.
  • Abound Wealth Management first reported a position in Unilever in Q4 2022 and has held it in 12 quarters since.
  • Abound Wealth Management's Unilever position peaked at $19.9K in Q3 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.