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Auxano Advisors’s Unilever UL Stock Holding History

Auxano 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 		$2.24M Buy
37,340
+5,578
+18% +$322K 0.43% 38
2026
Q1 		$1.81M Buy
31,762
+2,919
+10% +$196K 0.36% 46
2025
Q4 		$1.89M Buy
28,843
+268
+0.9% +$18K 0.37% 41
2025
Q3 		$1.91M Sell
28,575
-237
-0.8% -$16.4K 0.41% 34
2025
Q2 		$1.98M Sell
28,812
-980
-3% -$68.8K 0.46% 31
2025
Q1 		$2M Buy
29,792
+2,379
+9% +$153K 0.53% 30
2024
Q4 		$1.75M Buy
27,413
+464
+2% +$31.3K 0.44% 34
2024
Q3 		$1.97M Sell
26,949
-277
-1% -$19.1K 0.51% 33
2024
Q2 		$1.68M Buy
27,226
+200
+0.7% +$11.8K 0.47% 38
2024
Q1 		$1.53M Buy
27,026
+5,859
+28% +$325K 0.44% 39
2023
Q4 		$1.15M Sell
21,167
-717
-3% -$38.7K 0.39% 45
2023
Q3 		$1.22M Buy
21,884
+3,673
+20% +$212K 0.5% 36
2023
Q2 		$1.06M Hold
18,211
– – 0.43% 42
2023
Q1 		$1.06M Buy
18,211
+1,962
+12% +$111K 0.43% 42
2022
Q4 		$920K Buy
16,249
+248
+2% +$13.3K 0.42% 41
2022
Q3 		$789K Buy
16,001
+4,890
+44% +$255K 0.36% 42
2022
Q2 		$573K Buy
11,111
+3,564
+47% +$182K 0.28% 41
2022
Q1 		$387K Buy
7,547
+1,498
+25% +$83.4K 0.16% 52
2021
Q4 		$366K Buy
6,049
+579
+11% +$34.4K 0.16% 51
2021
Q3 		$334K Buy
5,470
+1,123
+26% +$71.6K 0.15% 45
2021
Q2 		$286K Buy
4,347
+289
+7% +$19.2K 0.13% 55
2021
Q1 		$255K Buy
+4,058
New +$258K 0.16% 50

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

Auxano Advisors's UL Position: Q2 2026 in Review

Auxano Advisors increased its Unilever (UL) stake by 18% in Q2 2026, buying an estimated $322K and bringing the position to 37,340 shares worth $2.24M. The position accounts for 0.43% of the portfolio, ranked #38.

Auxano Advisors first reported a position in UL in Q1 2021 and has held it in 22 quarters since. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Auxano Advisors held 37,340 shares of Unilever worth $2.24M as of Q2 2026.
  • Auxano Advisors bought 5,578 Unilever shares in Q2 2026, an estimated $322K.
  • Unilever made up 0.43% of Auxano Advisors's portfolio in Q2 2026, its #38 holding.
  • Auxano Advisors first reported a position in Unilever in Q1 2021 and has held it in 22 quarters since.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Auxano Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.