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Alliance Wealth Advisors (Utah)’s Unilever UL Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$601K Sell
9,991
-213
-2% -$12.3K 0.11% 115
2026
Q1 		$581K Sell
10,204
-4,549
-31% -$305K 0.13% 114
2025
Q4 		$965K Sell
14,753
-5,975
-29% -$402K 0.21% 102
2025
Q3 		$1.38M Sell
20,728
-1,760
-8% -$121K 0.32% 79
2025
Q2 		$1.55M Buy
22,488
+114
+0.5% +$8K 0.37% 75
2025
Q1 		$1.5M Sell
22,374
-1,302
-5% -$84K 0.39% 78
2024
Q4 		$1.51M Buy
23,676
+193
+0.8% +$13K 0.39% 79
2024
Q3 		$1.72M Sell
23,483
-819
-3% -$56.6K 0.45% 69
2024
Q2 		$1.5M Buy
24,302
+238
+1% +$14.1K 0.44% 66
2024
Q1 		$1.36M Buy
24,064
+6,627
+38% +$367K 0.41% 70
2023
Q4 		$951K Sell
17,437
-1,002
-5% -$54.1K 0.32% 79
2023
Q3 		$1.02M Buy
18,439
+462
+3% +$26.7K 0.38% 67
2023
Q2 		$1.05M Buy
17,977
+1,243
+7% +$73.8K 0.39% 66
2023
Q1 		$978K Buy
16,734
+552
+3% +$31.4K 0.39% 66
2022
Q4 		$917K Buy
+16,182
New +$866K 0.41% 67

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

Alliance Wealth Advisors (Utah)'s UL Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Unilever (UL) stake by 2.1% in Q2 2026, selling an estimated $12.3K and leaving 9,991 shares worth $601K. The position accounts for 0.11% of the portfolio, ranked #115.

Alliance Wealth Advisors (Utah) first reported a position in UL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.72M in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 9,991 shares of Unilever worth $601K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 213 Unilever shares in Q2 2026, an estimated $12.3K.
  • Unilever made up 0.11% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #115 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Unilever in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s Unilever position peaked at $1.72M in Q3 2024.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.