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Avantax Advisory Services’s Unilever UL Stock Holding History

Avantax Advisory Services’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 		$4.21M Buy
61,175
+3,320
+6% +$233K 0.02% 509
2025
Q1 		$3.88M Sell
57,855
-12,537
-18% -$809K 0.02% 500
2024
Q4 		$4.49M Buy
70,392
+3,081
+5% +$208K 0.03% 431
2024
Q3 		$4.92M Buy
67,311
+2,049
+3% +$142K 0.03% 397
2024
Q2 		$4.04M Sell
65,262
-4,590
-7% -$271K 0.03% 435
2024
Q1 		$3.94M Buy
69,852
+1,328
+2% +$73.6K 0.04% 363
2023
Q4 		$3.74M Sell
68,524
-1,648
-2% -$88.9K 0.04% 335
2023
Q3 		$3.9M Buy
70,172
+4,060
+6% +$235K 0.04% 301
2023
Q2 		$3.88M Buy
66,112
+31
+0% +$1.84K 0.04% 306
2023
Q1 		$3.86M Buy
66,081
+3,390
+5% +$193K 0.05% 293
2022
Q4 		$3.55M Buy
62,691
+93
+0.1% +$4.98K 0.05% 289
2022
Q3 		$3.09M Buy
62,598
+9,627
+18% +$503K 0.05% 285
2022
Q2 		$2.73M Buy
52,971
+6,821
+15% +$347K 0.04% 312
2022
Q1 		$2.37M Buy
46,150
+3,297
+8% +$184K 0.03% 341
2021
Q4 		$2.59M Buy
42,853
+1,957
+5% +$116K 0.04% 312
2021
Q3 		$2.49M Buy
40,896
+3,021
+8% +$193K 0.04% 301
2021
Q2 		$2.49M Buy
37,875
+2,030
+6% +$135K 0.05% 289
2021
Q1 		$2.25M Sell
35,845
-2,405
-6% -$153K 0.05% 266
2020
Q4 		$2.6M Sell
38,250
-9,121
-19% -$619K 0.06% 220
2020
Q3 		$3.29M Buy
47,371
+2,161
+5% +$144K 0.05% 266
2020
Q2 		$2.78M Sell
45,210
-707
-2% -$42.2K 0.08% 175
2020
Q1 		$2.61M Buy
45,917
+6,700
+17% +$420K 0.08% 162
2019
Q4 		$2.52M Buy
39,217
+17,359
+79% +$1.15M 0.06% 178
2019
Q3 		$1.48M Buy
21,858
+2,132
+11% +$148K 0.06% 161
2019
Q2 		$1.38M Buy
19,726
+3,625
+23% +$246K 0.06% 156
2019
Q1 		$1.05M Buy
16,101
+654
+4% +$39.8K 0.06% 170
2018
Q4 		$907K Buy
+15,447
New +$931K 0.15% 140

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Advisory Services's UL Position: Q2 2025 in Review

Avantax Advisory Services increased its Unilever (UL) stake by 5.7% in Q2 2025, buying an estimated $233K and bringing the position to 61,175 shares worth $4.21M. The position accounts for 0.02% of the portfolio, ranked #509.

Avantax Advisory Services first reported a position in UL in Q4 2018 and has held it in 27 quarters since. The position peaked at $4.92M in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

  • Avantax Advisory Services held 61,175 shares of Unilever worth $4.21M as of Q2 2025.
  • Avantax Advisory Services bought 3,320 Unilever shares in Q2 2025, an estimated $233K.
  • Unilever made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #509 holding.
  • Avantax Advisory Services first reported a position in Unilever in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Unilever position peaked at $4.92M in Q3 2024.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.