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Abundance Wealth Counselors’s Unilever UL Stock Holding History

Abundance Wealth Counselors’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 		$2.77M Buy
46,143
+22,223
+93% +$1.28M 0.18% 80
2026
Q1 		$1.36M Sell
23,920
-552
-2% -$37K 0.2% 80
2025
Q4 		$1.6M Buy
24,472
+1,014
+4% +$68.1K 0.27% 62
2025
Q3 		$1.56M Buy
23,458
+645
+3% +$44.5K 0.27% 62
2025
Q2 		$1.54M Buy
22,813
+428
+2% +$30K 0.29% 62
2025
Q1 		$1.47M Buy
22,385
+2,922
+15% +$189K 0.31% 61
2024
Q4 		$1.24M Buy
19,463
+298
+2% +$20.1K 0.27% 59
2024
Q3 		$1.4M Buy
+19,165
New +$1.32M 0.29% 62
2024
Q2 		– Sell
-16,700
Closed -$943K – 145
2024
Q1 		$943K Buy
16,700
+2,598
+18% +$144K 0.22% 74
2023
Q4 		$769K Buy
14,102
+1,522
+12% +$82.1K 0.2% 82
2023
Q3 		$699K Buy
+12,580
New +$727K 0.2% 77
2023
Q2 		– Sell
-11,544
Closed -$674K – 140
2023
Q1 		$674K Buy
11,544
+3,330
+41% +$189K 0.17% 87
2022
Q4 		$465K Buy
8,214
+803
+11% +$43K 0.13% 97
2022
Q3 		$365K Buy
7,411
+941
+15% +$49.2K 0.1% 99
2022
Q2 		$334K Buy
6,470
+488
+8% +$24.9K 0.09% 109
2022
Q1 		$307K Buy
5,982
+460
+8% +$25.6K 0.08% 114
2021
Q4 		$334K Buy
+5,522
New +$328K 0.09% 96
2021
Q3 		– Sell
-5,107
Closed -$336K – 104
2021
Q2 		$336K Sell
5,107
-6,801
-57% -$452K 0.09% 88
2021
Q1 		$748K Buy
11,908
+1,709
+17% +$109K 0.19% 58
2020
Q4 		$693K Buy
+10,199
New +$692K 0.17% 56

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

Abundance Wealth Counselors's UL Position: Q2 2026 in Review

Abundance Wealth Counselors increased its Unilever (UL) stake by 93% in Q2 2026, buying an estimated $1.28M and bringing the position to 46,143 shares worth $2.77M. The position accounts for 0.18% of the portfolio, ranked #80.

Abundance Wealth Counselors first reported a position in UL in Q4 2020 and has held it in 20 quarters since. 1,192 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Abundance Wealth Counselors held 46,143 shares of Unilever worth $2.77M as of Q2 2026.
  • Abundance Wealth Counselors bought 22,223 Unilever shares in Q2 2026, an estimated $1.28M.
  • Unilever made up 0.18% of Abundance Wealth Counselors's portfolio in Q2 2026, its #80 holding.
  • Abundance Wealth Counselors first reported a position in Unilever in Q4 2020 and has held it in 20 quarters since.
  • 1,192 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.