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Advyzon Investment Management’s Unilever UL Stock Holding History

Advyzon Investment Management’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 		$307K Buy
5,108
+710
+16% +$41K 0.02% 604
2026
Q1 		$251K Buy
+4,398
New +$295K 0.02% 596

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Advyzon Investment Management's UL Position: Q2 2026 in Review

Advyzon Investment Management increased its Unilever (UL) stake by 16% in Q2 2026, buying an estimated $41K and bringing the position to 5,108 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #604.

Advyzon Investment Management first reported a position in UL in Q1 2026 and has held it in 2 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Advyzon Investment Management held 5,108 shares of Unilever worth $307K as of Q2 2026.
  • Advyzon Investment Management bought 710 Unilever shares in Q2 2026, an estimated $41K.
  • Unilever made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #604 holding.
  • Advyzon Investment Management first reported a position in Unilever in Q1 2026 and has held it in 2 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.