Aptus Capital Advisors’s Unilever UL Stock Holding History

Aptus Capital Advisors’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	$1.55M	Sell	25,854 -193	-0.7%	-$11.2K	0.01%	543
2026 Q1	$1.48M	Sell	26,047 -1,169	-4%	-$78.4K	0.01%	517
2025 Q4	$1.78M	Sell	27,216 -2,244	-8%	-$151K	0.01%	470
2025 Q3	$1.96M	Sell	29,460 -4,134	-12%	-$285K	0.01%	439
2025 Q2	$2.31M	Sell	33,594 -3,880	-10%	-$272K	0.02%	395
2025 Q1	$2.51M	Buy	37,474 +974	+3%	+$62.8K	0.03%	367
2024 Q4	$2.33M	Buy	36,500 +30,901	+552%	+$2.09M	0.02%	378
2024 Q3	$409K	Buy	5,599 +310	+6%	+$21.4K	0.01%	591
2024 Q2	$327K	Buy	5,289 +202	+4%	+$11.9K	0.01%	597
2024 Q1	$287K	Buy	+5,087	New	+$282K	0.01%	640
2023 Q2	–	Sell	-4,134	Closed	-$242K	–	859
2023 Q1	$242K	Sell	4,134 -550	-12%	-$31.2K	0.01%	435
2022 Q4	$265K	Buy	+4,684	New	+$251K	0.01%	426

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

Aptus Capital Advisors's UL Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Unilever (UL) stake by 0.74% in Q2 2026, selling an estimated $11.2K and leaving 25,854 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #543.

Aptus Capital Advisors first reported a position in UL in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.51M in Q1 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Aptus Capital Advisors held 25,854 shares of Unilever worth $1.55M as of Q2 2026.
Aptus Capital Advisors sold 193 Unilever shares in Q2 2026, an estimated $11.2K.
Unilever made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #543 holding.
Aptus Capital Advisors first reported a position in Unilever in Q4 2022 and has held it in 12 quarters since.
Aptus Capital Advisors's Unilever position peaked at $2.51M in Q1 2025.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.