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Aventura Private Wealth’s Unilever UL Stock Holding History

Aventura 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 		$36.8K Hold
612
– – 0.01% 384
2026
Q1 		$34.8K Hold
612
– – 0.01% 370
2025
Q4 		$40K Sell
612
-116
-16% -$7.8K 0.01% 325
2025
Q3 		$48.5K Sell
728
-154
-17% -$10.6K 0.02% 296
2025
Q2 		$60.7K Hold
882
– – 0.03% 268
2025
Q1 		$59.1K Hold
882
– – 0.03% 249
2024
Q4 		$56.2K Buy
+882
New +$59.6K 0.03% 245

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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

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

Aventura Private Wealth held its Unilever (UL) position steady in Q2 2026 at 612 shares worth $36.8K. The position accounts for 0.01% of the portfolio, ranked #384.

Aventura Private Wealth first reported a position in UL in Q4 2024 and has held it in 7 quarters since. The position peaked at $60.7K in Q2 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Aventura Private Wealth held 612 shares of Unilever worth $36.8K as of Q2 2026.
  • Aventura Private Wealth left its Unilever share count unchanged in Q2 2026.
  • Unilever made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #384 holding.
  • Aventura Private Wealth first reported a position in Unilever in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Unilever position peaked at $60.7K in Q2 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.