AC
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AlphaCore Capital’s Unilever UL Stock Holding History

AlphaCore Capital’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 		$485K Buy
8,060
+1,229
+18% +$71K 0.01% 697
2026
Q1 		$393K Sell
6,831
-12,136
-64% -$813K 0.01% 616
2025
Q4 		$1.24M Sell
18,967
-45
-0.2% -$3.02K 0.03% 360
2025
Q3 		$1.27M Buy
19,012
+15,564
+451% +$1.07M 0.04% 259
2025
Q2 		$237K Buy
+3,448
New +$242K 0.01% 542

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

AlphaCore Capital's UL Position: Q2 2026 in Review

AlphaCore Capital increased its Unilever (UL) stake by 18% in Q2 2026, buying an estimated $71K and bringing the position to 8,060 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #697.

AlphaCore Capital first reported a position in UL in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.27M in Q3 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • AlphaCore Capital held 8,060 shares of Unilever worth $485K as of Q2 2026.
  • AlphaCore Capital bought 1,229 Unilever shares in Q2 2026, an estimated $71K.
  • Unilever made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #697 holding.
  • AlphaCore Capital first reported a position in Unilever in Q2 2025 and has held it in 5 quarters since.
  • AlphaCore Capital's Unilever position peaked at $1.27M in Q3 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.