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Acumen Wealth Advisors’s Unilever UL Stock Holding History

Acumen 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 		$198K Sell
3,288
-53,575
-94% -$3.1M 0.04% 100
2026
Q1 		$3.27M Sell
56,863
-5,856
-9% -$393K 0.88% 30
2025
Q4 		$4.1M Buy
+62,719
New +$4.22M 1.18% 26

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

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

Acumen Wealth Advisors reduced its Unilever (UL) stake by 94% in Q2 2026, selling an estimated $3.1M and leaving 3,288 shares worth $198K. The position accounts for 0.04% of the portfolio, ranked #100.

Acumen Wealth Advisors first reported a position in UL in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.1M in Q4 2025. 1,185 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Acumen Wealth Advisors held 3,288 shares of Unilever worth $198K as of Q2 2026.
  • Acumen Wealth Advisors sold 53,575 Unilever shares in Q2 2026, an estimated $3.1M.
  • Unilever made up 0.04% of Acumen Wealth Advisors's portfolio in Q2 2026, its #100 holding.
  • Acumen Wealth Advisors first reported a position in Unilever in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's Unilever position peaked at $4.1M in Q4 2025.
  • 1,185 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.