Aviance Capital Partners’s Unilever UL Stock Holding History

Aviance Capital 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	$1.19M	Buy	19,862 +178	+0.9%	+$10.3K	0.12%	152
2026 Q1	$1.12M	Sell	19,684 -1,332	-6%	-$89.3K	0.13%	144
2025 Q4	$1.37M	Sell	21,016 -1,073	-5%	-$72.1K	0.16%	119
2025 Q3	$1.47M	Hold	22,089	–	–	0.17%	115
2025 Q2	$1.52M	Sell	22,089 -444	-2%	-$31.2K	0.2%	116
2025 Q1	$1.51M	Sell	22,533 -850	-4%	-$54.8K	0.21%	108
2024 Q4	$1.49M	Sell	23,383 -489	-2%	-$33K	0.21%	111
2024 Q3	$1.74M	Sell	23,872 -7,298	-23%	-$504K	0.23%	105
2024 Q2	$1.93M	Sell	31,170 -2,572	-8%	-$152K	0.27%	85
2024 Q1	$1.91M	Buy	+33,742	New	+$1.87M	0.28%	89

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Aviance Capital Partners's UL Position: Q2 2026 in Review

Aviance Capital Partners increased its Unilever (UL) stake by 0.9% in Q2 2026, buying an estimated $10.3K and bringing the position to 19,862 shares worth $1.19M. The position accounts for 0.12% of the portfolio, ranked #152.

Aviance Capital Partners first reported a position in UL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.93M in Q2 2024. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Aviance Capital Partners held 19,862 shares of Unilever worth $1.19M as of Q2 2026.
Aviance Capital Partners bought 178 Unilever shares in Q2 2026, an estimated $10.3K.
Unilever made up 0.12% of Aviance Capital Partners's portfolio in Q2 2026, its #152 holding.
Aviance Capital Partners first reported a position in Unilever in Q1 2024 and has held it in 10 quarters since.
Aviance Capital Partners's Unilever position peaked at $1.93M in Q2 2024.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.