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Atomi Financial Group’s Unilever UL Stock Holding History

Atomi Financial Group’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 		$1.34M Sell
22,337
-4,639
-17% -$268K 0.04% 375
2026
Q1 		$1.54M Sell
26,976
-5,537
-17% -$371K 0.05% 304
2025
Q4 		$2.13M Sell
32,513
-212
-0.6% -$14.2K 0.06% 228
2025
Q3 		$2.18M Buy
32,725
+490
+2% +$33.8K 0.07% 190
2025
Q2 		$2.22M Buy
32,235
+3,967
+14% +$278K 0.08% 173
2025
Q1 		$1.89M Buy
28,268
+2,615
+10% +$169K 0.09% 178
2024
Q4 		$1.64M Buy
25,653
+2,465
+11% +$166K 0.08% 177
2024
Q3 		$1.69M Buy
23,188
+4,427
+24% +$306K 0.11% 157
2024
Q2 		$1.16M Buy
18,761
+8,169
+77% +$483K 0.09% 188
2024
Q1 		$598K Buy
10,592
+2,900
+38% +$161K 0.06% 291
2023
Q4 		$419K Buy
+7,692
New +$415K 0.06% 318

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

Atomi Financial Group's UL Position: Q2 2026 in Review

Atomi Financial Group reduced its Unilever (UL) stake by 17% in Q2 2026, selling an estimated $268K and leaving 22,337 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #375.

Atomi Financial Group first reported a position in UL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.22M in Q2 2025. 1,193 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Atomi Financial Group held 22,337 shares of Unilever worth $1.34M as of Q2 2026.
  • Atomi Financial Group sold 4,639 Unilever shares in Q2 2026, an estimated $268K.
  • Unilever made up 0.04% of Atomi Financial Group's portfolio in Q2 2026, its #375 holding.
  • Atomi Financial Group first reported a position in Unilever in Q4 2023 and has held it in 11 quarters since.
  • Atomi Financial Group's Unilever position peaked at $2.22M in Q2 2025.
  • 1,193 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.