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Atria Wealth Solutions’s Unilever UL Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$3.93M Sell
57,042
-10,189
-15% -$715K 0.09% 258
2025
Q1 		$4.51M Buy
67,231
+953
+1% +$61.5K 0.05% 367
2024
Q4 		$4.23M Buy
66,278
+4,619
+7% +$312K 0.05% 401
2024
Q3 		$4.51M Buy
61,659
+404
+0.7% +$27.9K 0.05% 377
2024
Q2 		$3.79M Sell
61,255
-1,850
-3% -$109K 0.04% 408
2024
Q1 		$3.56M Buy
63,105
+747
+1% +$41.4K 0.04% 439
2023
Q4 		$3.4M Sell
62,358
-520
-0.8% -$28.1K 0.04% 421
2023
Q3 		$3.49M Buy
62,878
+2,923
+5% +$169K 0.05% 389
2023
Q2 		$3.52M Sell
59,955
-4,026
-6% -$239K 0.05% 383
2023
Q1 		$3.74M Buy
63,981
+517
+0.8% +$29.4K 0.06% 342
2022
Q4 		$3.59M Buy
63,464
+5,993
+10% +$321K 0.06% 336
2022
Q3 		$2.83M Buy
57,471
+15,411
+37% +$805K 0.05% 364
2022
Q2 		$2.17M Buy
42,060
+2,104
+5% +$107K 0.04% 415
2022
Q1 		$2.05M Buy
+39,956
New +$2.22M 0.03% 475

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atria Wealth Solutions's UL Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Unilever (UL) stake by 15% in Q2 2025, selling an estimated $715K and leaving 57,042 shares worth $3.93M. The position accounts for 0.09% of the portfolio, ranked #258.

Atria Wealth Solutions first reported a position in UL in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.51M in Q1 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

  • Atria Wealth Solutions held 57,042 shares of Unilever worth $3.93M as of Q2 2025.
  • Atria Wealth Solutions sold 10,189 Unilever shares in Q2 2025, an estimated $715K.
  • Unilever made up 0.09% of Atria Wealth Solutions's portfolio in Q2 2025, its #258 holding.
  • Atria Wealth Solutions first reported a position in Unilever in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Unilever position peaked at $4.51M in Q1 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.