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Advisor OS’s Unilever UL Stock Holding History

Advisor OS’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 		$236K Sell
3,932
-385
-9% -$22.3K 0.02% 510
2026
Q1 		$246K Buy
+4,317
New +$289K 0.02% 482

Other funds holding UL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Advisor OS's UL Position: Q2 2026 in Review

Advisor OS reduced its Unilever (UL) stake by 8.9% in Q2 2026, selling an estimated $22.3K and leaving 3,932 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #510.

Advisor OS first reported a position in UL in Q1 2026 and has held it in 2 quarters since. The position peaked at $246K in Q1 2026. 850 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Advisor OS held 3,932 shares of Unilever worth $236K as of Q2 2026.
  • Advisor OS sold 385 Unilever shares in Q2 2026, an estimated $22.3K.
  • Unilever made up 0.02% of Advisor OS's portfolio in Q2 2026, its #510 holding.
  • Advisor OS first reported a position in Unilever in Q1 2026 and has held it in 2 quarters since.
  • Advisor OS's Unilever position peaked at $246K in Q1 2026.
  • 850 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.