Allen Wealth Management’s Unilever UL Stock Holding History

Allen 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	$685K	Sell	11,401 -3,654	-24%	-$211K	0.33%	37
2026 Q1	$858K	Sell	15,055 -479	-3%	-$32.1K	0.43%	33
2025 Q4	$1.02M	Sell	15,534 -345	-2%	-$23.2K	0.61%	30
2025 Q3	$1.06M	Sell	15,879 -1,321	-8%	-$91.2K	0.72%	27
2025 Q2	$1.18M	Buy	17,200 +2	+0%	+$140	0.83%	27
2025 Q1	$1.15M	Sell	17,198 -134	-0.8%	-$8.64K	0.79%	27
2024 Q4	$1.11M	Sell	17,332 -532	-3%	-$35.9K	0.79%	27
2024 Q3	$1.31M	Sell	17,864 -668	-4%	-$46.2K	0.91%	26
2024 Q2	$1.15M	Sell	18,532 -1,154	-6%	-$68.2K	1.02%	25
2024 Q1	$1.11M	Sell	19,686 -24,598	-56%	-$1.36M	0.98%	28
2023 Q4	$2.42M	Buy	+44,284	New	+$2.39M	2.37%	9

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

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

Allen Wealth Management reduced its Unilever (UL) stake by 24% in Q2 2026, selling an estimated $211K and leaving 11,401 shares worth $685K. The position accounts for 0.33% of the portfolio, ranked #37.

Allen Wealth Management first reported a position in UL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.42M in Q4 2023. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Allen Wealth Management held 11,401 shares of Unilever worth $685K as of Q2 2026.
Allen Wealth Management sold 3,654 Unilever shares in Q2 2026, an estimated $211K.
Unilever made up 0.33% of Allen Wealth Management's portfolio in Q2 2026, its #37 holding.
Allen Wealth Management first reported a position in Unilever in Q4 2023 and has held it in 11 quarters since.
Allen Wealth Management's Unilever position peaked at $2.42M in Q4 2023.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.