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Advus Financial Partners’s Unilever UL Stock Holding History

Advus Financial 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 		$254K Sell
4,232
-226
-5% -$13.1K 0.06% 220
2026
Q1 		$254K Sell
4,458
-1,918
-30% -$129K 0.06% 208
2025
Q4 		$417K Buy
+6,376
New +$429K 0.1% 142

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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
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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
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advus Financial Partners's UL Position: Q2 2026 in Review

Advus Financial Partners reduced its Unilever (UL) stake by 5.1% in Q2 2026, selling an estimated $13.1K and leaving 4,232 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #220.

Advus Financial Partners first reported a position in UL in Q4 2025 and has held it in 3 quarters since. The position peaked at $417K in Q4 2025. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Advus Financial Partners held 4,232 shares of Unilever worth $254K as of Q2 2026.
  • Advus Financial Partners sold 226 Unilever shares in Q2 2026, an estimated $13.1K.
  • Unilever made up 0.06% of Advus Financial Partners's portfolio in Q2 2026, its #220 holding.
  • Advus Financial Partners first reported a position in Unilever in Q4 2025 and has held it in 3 quarters since.
  • Advus Financial Partners's Unilever position peaked at $417K in Q4 2025.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Advus Financial Partners's 13F filing for Q2 2026, filed 25 Aug 2026.