Atlas Capital Advisors’s Unilever UL Stock Holding History

Atlas 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	$86.9K	Hold	1,446	–	–	0.01%	627
2026 Q1	$82.4K	Hold	1,446	–	–	0.01%	570
2025 Q4	$94.6K	Buy	+1,446	New	+$97.2K	0.01%	542
2025 Q2	$135K	Buy	1,962 +516	+36%	+$36.2K	0.02%	477
2025 Q1	$96.9K	Hold	1,446	–	–	0.01%	554
2024 Q4	$92.3K	Hold	1,446	–	–	0.01%	530
2024 Q3	$106K	Hold	1,446	–	–	0.02%	488
2024 Q2	$89.5K	Hold	1,446	–	–	0.01%	513
2024 Q1	$81.7K	Hold	1,446	–	–	0.01%	505
2023 Q4	$78.9K	Hold	1,446	–	–	0.01%	533
2023 Q3	$80.4K	Hold	1,446	–	–	0.01%	481
2023 Q2	$84.8K	Hold	1,446	–	–	0.01%	496
2023 Q1	$84.5K	Hold	1,446	–	–	0.01%	491
2022 Q4	$81.9K	Hold	1,446	–	–	0.01%	471
2022 Q3	$71.3K	Hold	1,446	–	–	0.01%	492
2022 Q2	$74.6K	Buy	+1,446	New	+$73.6K	0.01%	502
2020 Q2	–	Sell	-236	Closed	-$13.4K	–	739
2020 Q1	$13.4K	Sell	236 -11,210	-98%	-$703K	﹤0.01%	562
2019 Q4	$736K	Buy	11,446 +8,218	+255%	+$546K	0.18%	146
2019 Q3	$218K	Hold	3,228	–	–	0.07%	299
2019 Q2	$225K	Hold	3,228	–	–	0.07%	274
2019 Q1	$210K	Hold	3,228	–	–	0.08%	256
2018 Q4	$190K	Buy	+3,228	New	+$195K	0.08%	259

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

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

Atlas Capital Advisors held its Unilever (UL) position steady in Q2 2026 at 1,446 shares worth $86.9K. The position accounts for 0.01% of the portfolio, ranked #627.

Atlas Capital Advisors first reported a position in UL in Q4 2018 and has held it in 22 quarters since. The position peaked at $736K in Q4 2019. 1,193 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Atlas Capital Advisors held 1,446 shares of Unilever worth $86.9K as of Q2 2026.
Atlas Capital Advisors left its Unilever share count unchanged in Q2 2026.
Unilever made up 0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #627 holding.
Atlas Capital Advisors first reported a position in Unilever in Q4 2018 and has held it in 22 quarters since.
Atlas Capital Advisors's Unilever position peaked at $736K in Q4 2019.
1,193 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

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