AWE
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Avidian Wealth Enterprises’s Unilever UL Stock Holding History

Avidian Wealth Enterprises’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 		$1.44M Buy
23,959
+2,373
+11% +$137K 0.04% 261
2026
Q1 		$1.23M Buy
21,586
+5,245
+32% +$352K 0.04% 264
2025
Q4 		$1.07M Sell
16,341
-240
-1% -$16.1K 0.04% 218
2025
Q3 		$1.11M Buy
16,581
+256
+2% +$17.7K 0.04% 204
2025
Q2 		$1.12M Sell
16,325
-383
-2% -$26.9K 0.05% 191
2025
Q1 		$1.12M Sell
16,708
-69
-0.4% -$4.45K 0.05% 182
2024
Q4 		$1.07M Sell
16,777
-221
-1% -$14.9K 0.05% 177
2024
Q3 		$1.24M Sell
16,998
-1,335
-7% -$92.3K 0.06% 159
2024
Q2 		$1.13M Buy
18,333
+267
+1% +$15.8K 0.05% 170
2024
Q1 		$1.02M Sell
18,066
-1,148
-6% -$63.6K 0.05% 156
2023
Q4 		$1.05M Buy
19,214
+192
+1% +$10.4K 0.06% 162
2023
Q3 		$1.06M Sell
19,022
-9,834
-34% -$568K 0.07% 155
2023
Q2 		$1.69M Buy
28,856
+923
+3% +$54.8K 0.11% 125
2023
Q1 		$1.63M Buy
27,933
+3,725
+15% +$212K 0.09% 152
2022
Q4 		$1.37M Sell
24,208
-4,422
-15% -$237K 0.09% 141
2022
Q3 		$1.41M Sell
28,630
-193
-0.7% -$10.1K 0.1% 123
2022
Q2 		$1.49M Buy
28,823
+2,871
+11% +$146K 0.11% 129
2022
Q1 		$1.33M Buy
25,952
+2,986
+13% +$166K 0.08% 159
2021
Q4 		$1.39M Buy
22,966
+4,208
+22% +$250K 0.09% 150
2021
Q3 		$1.14M Buy
18,758
+3,308
+21% +$211K 0.09% 122
2021
Q2 		$1.02M Buy
15,450
+1,430
+10% +$95.1K 0.08% 130
2021
Q1 		$881K Buy
14,020
+2,258
+19% +$144K 0.08% 132
2020
Q4 		$799K Buy
+11,762
New +$798K 0.08% 130

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

Avidian Wealth Enterprises's UL Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Unilever (UL) stake by 11% in Q2 2026, buying an estimated $137K and bringing the position to 23,959 shares worth $1.44M. The position accounts for 0.04% of the portfolio, ranked #261.

Avidian Wealth Enterprises first reported a position in UL in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.69M in Q2 2023. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Avidian Wealth Enterprises held 23,959 shares of Unilever worth $1.44M as of Q2 2026.
  • Avidian Wealth Enterprises bought 2,373 Unilever shares in Q2 2026, an estimated $137K.
  • Unilever made up 0.04% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #261 holding.
  • Avidian Wealth Enterprises first reported a position in Unilever in Q4 2020 and has held it in 23 quarters since.
  • Avidian Wealth Enterprises's Unilever position peaked at $1.69M in Q2 2023.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.