Atlantic Edge Private Wealth Management’s Unilever UL Stock Holding History

Atlantic Edge Private 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	$155K	Sell	2,585 -444	-15%	-$25.7K	0.03%	158
2026 Q1	$173K	Sell	3,029 -129	-4%	-$8.65K	0.04%	139
2025 Q4	$207K	Sell	3,158 -34	-1%	-$2.29K	0.05%	132
2025 Q3	$213K	Buy	3,192 +1	+0%	+$69	0.05%	128
2025 Q2	$220K	Buy	3,191 +1	+0%	+$70	0.06%	128
2025 Q1	$214K	Buy	3,190 +1	+0%	+$65	0.07%	121
2024 Q4	$203K	Buy	3,189 +1	+0%	+$68	0.06%	126
2024 Q3	$233K	Buy	3,188 +445	+16%	+$30.8K	0.07%	122
2024 Q2	$170K	Buy	2,743 +587	+27%	+$34.7K	0.06%	133
2024 Q1	$122K	Hold	2,156	–	–	0.04%	149
2023 Q4	$118K	Buy	+2,156	New	+$116K	0.05%	146

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

Atlantic Edge Private Wealth Management's UL Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its Unilever (UL) stake by 15% in Q2 2026, selling an estimated $25.7K and leaving 2,585 shares worth $155K. The position accounts for 0.03% of the portfolio, ranked #158.

Atlantic Edge Private Wealth Management first reported a position in UL in Q4 2023 and has held it in 11 quarters since. The position peaked at $233K in Q3 2024. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Atlantic Edge Private Wealth Management held 2,585 shares of Unilever worth $155K as of Q2 2026.
Atlantic Edge Private Wealth Management sold 444 Unilever shares in Q2 2026, an estimated $25.7K.
Unilever made up 0.03% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #158 holding.
Atlantic Edge Private Wealth Management first reported a position in Unilever in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Unilever position peaked at $233K in Q3 2024.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.