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Apollon Wealth Management’s Unilever UL Stock Holding History

Apollon Wealth Management’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 		$1.34M Sell
22,260
-2,719
-11% -$157K 0.02% 621
2026
Q1 		$1.42M Buy
24,979
+1,177
+5% +$78.9K 0.02% 473
2025
Q4 		$1.56M Sell
23,802
-1,024
-4% -$68.8K 0.03% 428
2025
Q3 		$1.66M Sell
24,826
-1,394
-5% -$96.2K 0.03% 425
2025
Q2 		$1.8M Sell
26,220
-2,639
-9% -$185K 0.04% 378
2025
Q1 		$1.93M Sell
28,859
-7,212
-20% -$465K 0.04% 339
2024
Q4 		$2.3M Buy
36,071
+1,423
+4% +$96.1K 0.05% 309
2024
Q3 		$2.53M Sell
34,648
-6,161
-15% -$426K 0.07% 252
2024
Q2 		$2.52M Sell
40,809
-2,819
-6% -$167K 0.08% 234
2024
Q1 		$2.46M Sell
43,628
-7,177
-14% -$398K 0.08% 235
2023
Q4 		$2.77M Buy
50,805
+32,616
+179% +$1.76M 0.1% 196
2023
Q3 		$1.01M Buy
18,189
+4,276
+31% +$247K 0.05% 359
2023
Q2 		$816K Buy
13,913
+7,831
+129% +$465K 0.04% 450
2023
Q1 		$355K Sell
6,082
-163
-3% -$9.26K 0.02% 630
2022
Q4 		$354K Sell
6,245
-1,036
-14% -$55.4K 0.03% 616
2022
Q3 		$359K Buy
7,281
+353
+5% +$18.4K 0.03% 542
2022
Q2 		$357K Sell
6,928
-367
-5% -$18.7K 0.03% 519
2022
Q1 		$374K Sell
7,295
-2,387
-25% -$133K 0.03% 534
2021
Q4 		$586K Buy
+9,682
New +$575K 0.04% 419
2020
Q3 		– Sell
-1
Closed – – 652
2020
Q2 		$0 Buy
+1
New +$60 ﹤0.01% 759

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
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T. Rowe Price Associates
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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
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Apollon Wealth Management's UL Position: Q2 2026 in Review

Apollon Wealth Management reduced its Unilever (UL) stake by 11% in Q2 2026, selling an estimated $157K and leaving 22,260 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #621.

Apollon Wealth Management first reported a position in UL in Q2 2020 and has held it in 20 quarters since. The position peaked at $2.77M in Q4 2023. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Apollon Wealth Management held 22,260 shares of Unilever worth $1.34M as of Q2 2026.
  • Apollon Wealth Management sold 2,719 Unilever shares in Q2 2026, an estimated $157K.
  • Unilever made up 0.02% of Apollon Wealth Management's portfolio in Q2 2026, its #621 holding.
  • Apollon Wealth Management first reported a position in Unilever in Q2 2020 and has held it in 20 quarters since.
  • Apollon Wealth Management's Unilever position peaked at $2.77M in Q4 2023.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.