Arax Advisory Partners’s Unilever UL Stock Holding History

Arax Advisory Partners’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	$2.62M	Buy	43,518 +39,559	+999%	+$2.29M	0.02%	723
2026 Q1	$226K	Sell	3,959 -5,811	-59%	-$389K	0.01%	1029
2025 Q4	$639K	Sell	9,770 -9,254	-49%	-$622K	0.02%	504
2025 Q3	$1.27M	Buy	19,024 +14,439	+315%	+$997K	0.02%	571
2025 Q2	$361K	Buy	4,585 +2,391	+109%	+$168K	0.02%	481
2025 Q1	$147K	Buy	2,194 +1,198	+120%	+$77.3K	0.01%	607
2024 Q4	$63.5K	Sell	996 -36	-3%	-$2.43K	﹤0.01%	824
2024 Q3	$75.4K	Buy	1,032 +30	+3%	+$2.07K	0.01%	574
2024 Q2	$62K	Buy	1,002 +449	+81%	+$26.5K	0.01%	590
2024 Q1	$31.2K	Buy	553 +17	+3%	+$942	﹤0.01%	585
2023 Q4	$29.2K	Hold	536	–	–	﹤0.01%	586
2023 Q3	$29.8K	Sell	536 -20	-4%	-$1.16K	﹤0.01%	533
2023 Q2	$32.6K	Buy	556 +19	+4%	+$1.13K	﹤0.01%	519
2023 Q1	$31.4K	Buy	537 +1	+0.2%	+$57	﹤0.01%	518
2022 Q4	$30.4K	Sell	536 -75	-12%	-$4.01K	﹤0.01%	511
2022 Q3	$30K	Sell	611 -97	-14%	-$5.07K	﹤0.01%	511
2022 Q2	$36K	Buy	708 +48	+7%	+$2.44K	0.01%	472
2022 Q1	$34K	Sell	660 -736	-53%	-$41K	﹤0.01%	511
2021 Q4	$85K	Buy	1,396 +21	+2%	+$1.25K	0.01%	372
2021 Q3	$84K	Buy	1,375 +1	+0.1%	+$64	0.01%	371
2021 Q2	$90K	Buy	+1,374	New	+$91.4K	0.01%	355
2020 Q4	$101K	Buy	+1,481	New	+$100K	0.01%	299

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

Arax Advisory Partners's UL Position: Q2 2026 in Review

Arax Advisory Partners increased its Unilever (UL) stake by 999% in Q2 2026, buying an estimated $2.29M and bringing the position to 43,518 shares worth $2.62M. The position accounts for 0.02% of the portfolio, ranked #723.

Arax Advisory Partners first reported a position in UL in Q4 2020 and has held it in 22 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Arax Advisory Partners held 43,518 shares of Unilever worth $2.62M as of Q2 2026.
Arax Advisory Partners bought 39,559 Unilever shares in Q2 2026, an estimated $2.29M.
Unilever made up 0.02% of Arax Advisory Partners's portfolio in Q2 2026, its #723 holding.
Arax Advisory Partners first reported a position in Unilever in Q4 2020 and has held it in 22 quarters since.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.