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Avantax Planning Partners’s Unilever UL Stock Holding History

Avantax Planning Partners’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 		$204K Sell
3,387
-175
-5% -$10.1K 0.01% 440
2026
Q1 		$203K Sell
3,562
-506
-12% -$33.9K 0.01% 421
2025
Q4 		$266K Buy
4,068
+192
+5% +$12.9K 0.01% 371
2025
Q3 		$258K Sell
3,876
-702
-15% -$48.4K 0.01% 379
2025
Q2 		$315K Sell
4,578
-37
-0.8% -$2.6K 0.01% 346
2025
Q1 		$309K Sell
4,615
-27
-0.6% -$1.74K 0.01% 333
2024
Q4 		$296K Sell
4,642
-394
-8% -$26.6K 0.01% 336
2024
Q3 		$368K Sell
5,036
-131
-3% -$9.06K 0.01% 301
2024
Q2 		$320K Sell
5,167
-751
-13% -$44.4K 0.01% 350
2024
Q1 		$334K Buy
+5,918
New +$328K 0.01% 345
2018
Q4 		– Sell
-236
Closed -$15K – 1139
2018
Q3 		$15K Buy
+236
New +$14.9K ﹤0.01% 778
2018
Q2 		– Sell
-236
Closed -$15K – 1407
2018
Q1 		$15K Buy
+236
New +$14.4K ﹤0.01% 903

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

Avantax Planning Partners's UL Position: Q2 2026 in Review

Avantax Planning Partners reduced its Unilever (UL) stake by 4.9% in Q2 2026, selling an estimated $10.1K and leaving 3,387 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #440.

Avantax Planning Partners first reported a position in UL in Q1 2018 and has held it in 12 quarters since. The position peaked at $368K in Q3 2024. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Avantax Planning Partners held 3,387 shares of Unilever worth $204K as of Q2 2026.
  • Avantax Planning Partners sold 175 Unilever shares in Q2 2026, an estimated $10.1K.
  • Unilever made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #440 holding.
  • Avantax Planning Partners first reported a position in Unilever in Q1 2018 and has held it in 12 quarters since.
  • Avantax Planning Partners's Unilever position peaked at $368K in Q3 2024.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.