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Advisortrust Partners’s Unilever UL Stock Holding History

Advisortrust Partners’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 		$439K Buy
7,307
+404
+6% +$23.4K 0.15% 115
2026
Q1 		$393K Buy
6,903
+567
+9% +$38K 0.16% 104
2025
Q4 		$414K Buy
+6,336
New +$426K 0.18% 83

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Advisortrust Partners's UL Position: Q2 2026 in Review

Advisortrust Partners increased its Unilever (UL) stake by 5.9% in Q2 2026, buying an estimated $23.4K and bringing the position to 7,307 shares worth $439K. The position accounts for 0.15% of the portfolio, ranked #115.

Advisortrust Partners first reported a position in UL in Q4 2025 and has held it in 3 quarters since. 1,183 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Advisortrust Partners held 7,307 shares of Unilever worth $439K as of Q2 2026.
  • Advisortrust Partners bought 404 Unilever shares in Q2 2026, an estimated $23.4K.
  • Unilever made up 0.15% of Advisortrust Partners's portfolio in Q2 2026, its #115 holding.
  • Advisortrust Partners first reported a position in Unilever in Q4 2025 and has held it in 3 quarters since.
  • 1,183 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.