American Capital Advisory’s Unilever UL Stock Holding History

American Capital Advisory’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	$19.8K	Buy	330 +44	+15%	+$2.54K	0.01%	304
2026 Q1	$16.3K	Hold	286	–	–	0.01%	309
2025 Q4	$18.7K	Hold	286	–	–	0.01%	287
2025 Q3	$19.1K	Buy	286 +26	+10%	+$1.79K	0.01%	274
2025 Q2	$17.9K	Hold	260	–	–	0.01%	269
2025 Q1	$17.4K	Sell	260 -19,985	-99%	-$1.29M	0.01%	271
2024 Q4	$1.29M	Sell	20,245 -596	-3%	-$40.2K	0.72%	33
2024 Q3	$1.52M	Buy	20,841 +19,903	+2,122%	+$1.38M	0.88%	26
2024 Q2	$51.1K	Buy	938 +3	+0.3%	+$177	0.04%	155
2024 Q1	$54.6K	Sell	935 -3	-0.3%	-$166	0.05%	139
2023 Q4	$51.1K	Buy	+938	New	+$50.6K	0.04%	155

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

American Capital Advisory's UL Position: Q2 2026 in Review

American Capital Advisory increased its Unilever (UL) stake by 15% in Q2 2026, buying an estimated $2.54K and bringing the position to 330 shares worth $19.8K. The position accounts for 0.01% of the portfolio, ranked #304.

American Capital Advisory first reported a position in UL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.52M in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

American Capital Advisory held 330 shares of Unilever worth $19.8K as of Q2 2026.
American Capital Advisory bought 44 Unilever shares in Q2 2026, an estimated $2.54K.
Unilever made up 0.01% of American Capital Advisory's portfolio in Q2 2026, its #304 holding.
American Capital Advisory first reported a position in Unilever in Q4 2023 and has held it in 11 quarters since.
American Capital Advisory's Unilever position peaked at $1.52M in Q3 2024.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.