Albion Financial Group’s Unilever UL Stock Holding History

Albion Financial Group’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	$111K	Sell	1,842 -33	-2%	-$1.91K	0.01%	222
2026 Q1	$107K	Buy	1,875 +1,688	+903%	+$113K	0.01%	208
2025 Q4	$12.2K	Sell	187 -1	-0.5%	-$67	﹤0.01%	390
2025 Q3	$12.5K	Hold	188	–	–	﹤0.01%	372
2025 Q2	$12.9K	Hold	188	–	–	﹤0.01%	343
2025 Q1	$12.6K	Sell	188 -172	-48%	-$11.1K	﹤0.01%	351
2024 Q4	$23K	Buy	360 +188	+109%	+$12.7K	﹤0.01%	323
2024 Q3	$12.6K	Hold	172	–	–	﹤0.01%	321
2024 Q2	$10.7K	Hold	172	–	–	﹤0.01%	328
2024 Q1	$9.74K	Hold	172	–	–	﹤0.01%	321
2023 Q4	$9.41K	Buy	+172	New	+$9.28K	﹤0.01%	311
2022 Q3	–	Sell	-34	Closed	-$2K	–	568
2022 Q2	$2K	Hold	34	–	–	﹤0.01%	431
2022 Q1	$2K	Sell	34 -34	-50%	-$1.89K	﹤0.01%	491
2021 Q4	$4K	Buy	68 +32	+89%	+$1.9K	﹤0.01%	471
2021 Q3	$2K	Hold	36	–	–	﹤0.01%	469
2021 Q2	$2K	Buy	+36	New	+$2.39K	﹤0.01%	465
2020 Q4	$2K	Buy	+36	New	+$2.44K	﹤0.01%	434

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Albion Financial Group's UL Position: Q2 2026 in Review

Albion Financial Group reduced its Unilever (UL) stake by 1.8% in Q2 2026, selling an estimated $1.91K and leaving 1,842 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #222.

Albion Financial Group first reported a position in UL in Q4 2020 and has held it in 17 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Albion Financial Group held 1,842 shares of Unilever worth $111K as of Q2 2026.
Albion Financial Group sold 33 Unilever shares in Q2 2026, an estimated $1.91K.
Unilever made up 0.01% of Albion Financial Group's portfolio in Q2 2026, its #222 holding.
Albion Financial Group first reported a position in Unilever in Q4 2020 and has held it in 17 quarters since.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.