Aprio Wealth Management’s Unilever UL Stock Holding History

Aprio 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	$464K	Sell	7,726 -15	-0.2%	-$867	0.02%	398
2026 Q1	$441K	Sell	7,741 -1,879	-20%	-$126K	0.02%	391
2025 Q4	$643K	Sell	9,620 -344	-3%	-$23.1K	0.04%	271
2025 Q3	$665K	Sell	9,964 -95	-0.9%	-$6.56K	0.07%	173
2025 Q2	$692K	Buy	10,059 +441	+5%	+$30.9K	0.08%	148
2025 Q1	$644K	Buy	9,618 +1,818	+23%	+$117K	0.08%	148
2024 Q4	$498K	Buy	7,800 +1,234	+19%	+$83.3K	0.07%	137
2024 Q3	$480K	Sell	6,566 -549	-8%	-$38K	0.08%	128
2024 Q2	$440K	Buy	+7,115	New	+$420K	0.08%	116
2024 Q1	–	Sell	-3,820	Closed	-$208K	–	261
2023 Q4	$208K	Buy	+3,820	New	+$206K	0.05%	181

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

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

Aprio Wealth Management reduced its Unilever (UL) stake by 0.19% in Q2 2026, selling an estimated $867 and leaving 7,726 shares worth $464K. The position accounts for 0.02% of the portfolio, ranked #398.

Aprio Wealth Management first reported a position in UL in Q4 2023 and has held it in 10 quarters since. The position peaked at $692K in Q2 2025. 1,192 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Aprio Wealth Management held 7,726 shares of Unilever worth $464K as of Q2 2026.
Aprio Wealth Management sold 15 Unilever shares in Q2 2026, an estimated $867.
Unilever made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #398 holding.
Aprio Wealth Management first reported a position in Unilever in Q4 2023 and has held it in 10 quarters since.
Aprio Wealth Management's Unilever position peaked at $692K in Q2 2025.
1,192 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.