AWM
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AE Wealth Management’s Unilever UL Stock Holding History

AE Wealth 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 		$953K Buy
15,852
+468
+3% +$27.1K ﹤0.01% 934
2026
Q1 		$876K Buy
15,384
+3,771
+32% +$253K ﹤0.01% 877
2025
Q4 		$759K Buy
11,613
+7,936
+216% +$533K ﹤0.01% 892
2025
Q3 		$245K Buy
3,677
+483
+15% +$33.3K ﹤0.01% 1295
2025
Q2 		$220K Buy
+3,194
New +$224K ﹤0.01% 1263
2024
Q1 		– Sell
-28,113
Closed -$1.53M – 1938
2023
Q4 		$1.53M Buy
28,113
+4,095
+17% +$221K 0.01% 1002
2023
Q3 		$1.33M Sell
24,018
-618
-3% -$35.7K 0.01% 986
2023
Q2 		$1.44M Buy
24,636
+5,809
+31% +$345K 0.01% 947
2023
Q1 		$1.1M Buy
18,827
+839
+5% +$47.7K 0.01% 1009
2022
Q4 		$1.02M Sell
17,988
-589
-3% -$31.5K 0.01% 972
2022
Q3 		$916K Buy
18,577
+621
+3% +$32.4K 0.01% 974
2022
Q2 		$926K Buy
17,956
+11,623
+184% +$592K 0.01% 913
2022
Q1 		$325K Sell
6,333
-19,040
-75% -$1.06M ﹤0.01% 1389
2021
Q4 		$1.53M Buy
25,373
+1,441
+6% +$85.6K 0.01% 785
2021
Q3 		$1.46M Sell
23,932
-22,763
-49% -$1.45M 0.01% 751
2021
Q2 		$3.07M Buy
46,695
+3,632
+8% +$242K 0.03% 501
2021
Q1 		$2.71M Buy
43,063
+5,268
+14% +$335K 0.03% 488
2020
Q4 		$2.57M Buy
37,795
+18,715
+98% +$1.27M 0.03% 430
2020
Q3 		$1.32M Sell
19,080
-1,618
-8% -$108K 0.02% 552
2020
Q2 		$1.28M Buy
20,698
+7,230
+54% +$432K 0.02% 540
2020
Q1 		$766K Buy
+13,468
New +$845K 0.02% 552
2017
Q1 		– Sell
-6,116
Closed -$280K – 276
2016
Q4 		$280K Buy
+6,116
New +$285K 0.11% 156

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

AE Wealth Management's UL Position: Q2 2026 in Review

AE Wealth Management increased its Unilever (UL) stake by 3% in Q2 2026, buying an estimated $27.1K and bringing the position to 15,852 shares worth $953K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

AE Wealth Management first reported a position in UL in Q4 2016 and has held it in 22 quarters since. The position peaked at $3.07M in Q2 2021. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • AE Wealth Management held 15,852 shares of Unilever worth $953K as of Q2 2026.
  • AE Wealth Management bought 468 Unilever shares in Q2 2026, an estimated $27.1K.
  • Unilever made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #934 holding.
  • AE Wealth Management first reported a position in Unilever in Q4 2016 and has held it in 22 quarters since.
  • AE Wealth Management's Unilever position peaked at $3.07M in Q2 2021.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

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