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AmeriFlex Group’s Unilever UL Stock Holding History

AmeriFlex 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 		$136K Buy
2,269
+274
+14% +$15.8K 0.06% 283
2026
Q1 		$114K Hold
1,995
– – 0.06% 257
2025
Q4 		$130K Buy
1,995
+1,257
+170% +$84.5K 0.07% 233
2025
Q3 		$49.2K Sell
738
-213
-22% -$14.7K 0.02% 461
2025
Q2 		$64.9K Sell
951
-2,693
-74% -$189K 0.03% 335
2025
Q1 		$244K Buy
3,644
+892
+32% +$57.5K 0.1% 203
2024
Q4 		$178K Buy
+2,752
New +$186K 0.08% 211

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

AmeriFlex Group's UL Position: Q2 2026 in Review

AmeriFlex Group increased its Unilever (UL) stake by 14% in Q2 2026, buying an estimated $15.8K and bringing the position to 2,269 shares worth $136K. The position accounts for 0.06% of the portfolio, ranked #283.

AmeriFlex Group first reported a position in UL in Q4 2024 and has held it in 7 quarters since. The position peaked at $244K in Q1 2025. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • AmeriFlex Group held 2,269 shares of Unilever worth $136K as of Q2 2026.
  • AmeriFlex Group bought 274 Unilever shares in Q2 2026, an estimated $15.8K.
  • Unilever made up 0.06% of AmeriFlex Group's portfolio in Q2 2026, its #283 holding.
  • AmeriFlex Group first reported a position in Unilever in Q4 2024 and has held it in 7 quarters since.
  • AmeriFlex Group's Unilever position peaked at $244K in Q1 2025.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.