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Arkadios Wealth Advisors’s Unilever UL Stock Holding History

Arkadios Wealth 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 		$1.64M Sell
27,322
-3,857
-12% -$223K 0.02% 616
2026
Q1 		$1.78M Buy
31,179
+17,918
+135% +$1.2M 0.03% 558
2025
Q4 		$867K Buy
13,261
+836
+7% +$56.2K 0.02% 759
2025
Q3 		$829K Buy
12,425
+395
+3% +$27.3K 0.02% 722
2025
Q2 		$828K Buy
12,030
+5,337
+80% +$374K 0.02% 641
2025
Q1 		$448K Buy
6,693
+1,202
+22% +$77.5K 0.02% 744
2024
Q4 		$350K Sell
5,491
-270
-5% -$18.2K 0.02% 669
2024
Q3 		$421K Buy
5,761
+2,067
+56% +$143K 0.02% 600
2024
Q2 		$229K Buy
+3,694
New +$218K 0.02% 728
2023
Q4 		– Sell
-3,996
Closed -$222K – 769
2023
Q3 		$222K Buy
3,996
+432
+12% +$25K 0.02% 589
2023
Q2 		$209K Buy
+3,564
New +$212K 0.02% 569
2021
Q4 		– Sell
-1,003
Closed -$61K – 1710
2021
Q3 		$61K Sell
1,003
-2,053
-67% -$131K 0.01% 816
2021
Q2 		$201K Buy
3,056
+148
+5% +$9.84K 0.02% 528
2021
Q1 		$182K Buy
2,908
+734
+34% +$46.7K 0.03% 432
2020
Q4 		$147K Buy
+2,174
New +$148K 0.03% 370
2020
Q2 		– Sell
-292
Closed -$16.6K – 1148
2020
Q1 		$16.6K Buy
292
+2
+0.7% +$125 0.01% 524
2019
Q4 		$19.8K Buy
+290
New +$19.3K 0.01% 458

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

Arkadios Wealth Advisors's UL Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Unilever (UL) stake by 12% in Q2 2026, selling an estimated $223K and leaving 27,322 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #616.

Arkadios Wealth Advisors first reported a position in UL in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.78M in Q1 2026. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Arkadios Wealth Advisors held 27,322 shares of Unilever worth $1.64M as of Q2 2026.
  • Arkadios Wealth Advisors sold 3,857 Unilever shares in Q2 2026, an estimated $223K.
  • Unilever made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #616 holding.
  • Arkadios Wealth Advisors first reported a position in Unilever in Q4 2019 and has held it in 17 quarters since.
  • Arkadios Wealth Advisors's Unilever position peaked at $1.78M in Q1 2026.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.