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Ameritas Advisory Services’s Unilever UL Stock Holding History

Ameritas Advisory Services’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 		$247K Buy
+4,117
New +$238K 0.01% 1016
2025
Q4 		– Sell
-1,132
Closed -$75.5K – 2040
2025
Q3 		$75.5K Sell
1,132
-13,111
-92% -$905K ﹤0.01% 937
2025
Q2 		$980K Buy
+14,243
New +$999K 0.05% 351
2025
Q1 		– Sell
-10,535
Closed -$672K – 908
2024
Q4 		$672K Buy
10,535
+1,223
+13% +$82.6K 0.02% 506
2024
Q3 		$681K Sell
9,312
-548
-6% -$37.9K 0.03% 473
2024
Q2 		$610K Sell
9,860
-615
-6% -$36.3K 0.02% 528
2024
Q1 		$593K Sell
10,475
-989
-9% -$54.8K 0.02% 505
2023
Q4 		$627K Buy
11,464
+284
+3% +$15.3K 0.03% 383
2023
Q3 		$621K Buy
+11,180
New +$646K 0.03% 452
2023
Q2 		– Sell
-8,984
Closed -$550K – 2396
2023
Q1 		$550K Sell
8,984
-163
-2% -$9.26K 0.03% 457
2022
Q4 		$518K Sell
9,147
-226
-2% -$12.1K 0.02% 521
2022
Q3 		$462K Buy
9,373
+643
+7% +$33.6K 0.03% 456
2022
Q2 		$450K Sell
8,730
-154
-2% -$7.84K 0.03% 486
2022
Q1 		$455K Buy
8,884
+656
+8% +$36.5K 0.02% 526
2021
Q4 		$498K Buy
+8,228
New +$489K 0.02% 512

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

Ameritas Advisory Services's UL Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Unilever (UL) in Q2 2026: 4,117 shares worth $247K. The stake represents 0.01% of the portfolio and ranks #1016 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in UL as recently as Q3 2025.

Ameritas Advisory Services first reported a position in UL in Q4 2021 and has held it in 15 quarters since. The position peaked at $980K in Q2 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Ameritas Advisory Services held 4,117 shares of Unilever worth $247K as of Q2 2026.
  • Unilever was a new Ameritas Advisory Services position in Q2 2026.
  • Unilever made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1016 holding.
  • Ameritas Advisory Services first reported a position in Unilever in Q4 2021 and has held it in 15 quarters since.
  • Ameritas Advisory Services's Unilever position peaked at $980K in Q2 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.