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Aurora Private Wealth’s Unilever UL Stock Holding History

Aurora 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 		– Sell
-3,649
Closed -$208K – 189
2026
Q1 		$208K Sell
3,649
-239
-6% -$16K 0.15% 157
2025
Q4 		$254K Buy
+3,888
New +$261K 0.17% 133
2025
Q2 		$274K Buy
3,984
+333
+9% +$23.4K 0.2% 126
2025
Q1 		$245K Sell
3,651
-87
-2% -$5.61K 0.2% 123
2024
Q4 		$238K Sell
3,738
-179
-5% -$12.1K 0.18% 129
2024
Q3 		$286K Sell
3,917
-103
-3% -$7.12K 0.22% 110
2024
Q2 		$249K Buy
4,020
+48
+1% +$2.84K 0.22% 121
2024
Q1 		$224K Sell
3,972
-133
-3% -$7.37K 0.19% 137
2023
Q4 		$224K Sell
4,105
-122
-3% -$6.58K 0.21% 134
2023
Q3 		$235K Buy
+4,227
New +$244K 0.26% 112
2023
Q2 		– Sell
-4,264
Closed -$249K – 152
2023
Q1 		$249K Sell
4,264
-19
-0.4% -$1.08K 0.27% 117
2022
Q4 		$243K Hold
4,283
– – 0.28% 114
2022
Q3 		$211K Sell
4,283
-131
-3% -$6.84K 0.1% 153
2022
Q2 		$228K Buy
+4,414
New +$225K 0.1% 149

Other funds holding UL

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Aurora Private Wealth's UL Position: Q2 2026 in Review

Aurora Private Wealth sold out of Unilever (UL) in Q2 2026, closing a stake of 3,649 shares — an estimated $208K sold.

Aurora Private Wealth first reported a position in UL in Q2 2022 and held it in 14 quarters. The position peaked at $286K in Q3 2024. 394 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Aurora Private Wealth reported no remaining Unilever position as of Q2 2026 after selling out during the quarter.
  • Aurora Private Wealth sold 3,649 Unilever shares in Q2 2026, an estimated $208K.
  • Aurora Private Wealth first reported a position in Unilever in Q2 2022 and held it in 14 quarters.
  • Aurora Private Wealth's Unilever position peaked at $286K in Q3 2024.
  • 394 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.