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Ashton Thomas Private Wealth’s Unilever UL Stock Holding History

Ashton Thomas Private Wealth’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 		$540K Sell
8,975
-5,438
-38% -$314K 0.01% 755
2026
Q1 		$821K Sell
14,413
-5,617
-28% -$376K 0.02% 584
2025
Q4 		$1.31M Buy
20,030
+6,419
+47% +$431K 0.03% 414
2025
Q3 		$908K Buy
13,611
+335
+3% +$23.1K 0.02% 493
2025
Q2 		$914K Sell
13,276
-1,614
-11% -$113K 0.03% 432
2025
Q1 		$998K Sell
14,890
-3,836
-20% -$247K 0.04% 375
2024
Q4 		$1.19M Buy
18,726
+9,973
+114% +$673K 0.05% 352
2024
Q3 		$640K Buy
8,753
+315
+4% +$21.8K 0.03% 402
2024
Q2 		$522K Buy
8,438
+186
+2% +$11K 0.03% 411
2024
Q1 		$466K Buy
8,252
+1,666
+25% +$92.3K 0.03% 436
2023
Q4 		$359K Sell
6,586
-1,114
-14% -$60.1K 0.02% 472
2023
Q3 		$428K Sell
7,700
-7,913
-51% -$457K 0.03% 420
2023
Q2 		$916K Buy
15,613
+9,348
+149% +$555K 0.07% 285
2023
Q1 		$366K Buy
6,265
+812
+15% +$46.1K 0.03% 395
2022
Q4 		$309K Sell
5,453
-720
-12% -$38.5K 0.03% 388
2022
Q3 		$304K Sell
6,173
-1,864
-23% -$97.4K 0.03% 379
2022
Q2 		$414K Sell
8,037
-733
-8% -$37.3K 0.04% 331
2022
Q1 		$450K Buy
8,770
+2,521
+40% +$140K 0.04% 359
2021
Q4 		$378K Buy
6,249
+2,539
+68% +$151K 0.04% 359
2021
Q3 		$226K Buy
+3,710
New +$236K 0.03% 339

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

Ashton Thomas Private Wealth's UL Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its Unilever (UL) stake by 38% in Q2 2026, selling an estimated $314K and leaving 8,975 shares worth $540K. The position accounts for 0.01% of the portfolio, ranked #755.

Ashton Thomas Private Wealth first reported a position in UL in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.31M in Q4 2025. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Ashton Thomas Private Wealth held 8,975 shares of Unilever worth $540K as of Q2 2026.
  • Ashton Thomas Private Wealth sold 5,438 Unilever shares in Q2 2026, an estimated $314K.
  • Unilever made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #755 holding.
  • Ashton Thomas Private Wealth first reported a position in Unilever in Q3 2021 and has held it in 20 quarters since.
  • Ashton Thomas Private Wealth's Unilever position peaked at $1.31M in Q4 2025.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.