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
Q3 		$1.21M Sell
19,845
-4,114
-17% -$258K 0.03% 295
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

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Avidian Wealth Enterprises's UL Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Unilever (UL) stake by 17% in Q3 2026, selling an estimated $258K and leaving 19,845 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #295.

Avidian Wealth Enterprises first reported a position in UL in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.69M in Q2 2023. 65 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Avidian Wealth Enterprises held 19,845 shares of Unilever worth $1.21M as of Q3 2026.
  • Avidian Wealth Enterprises sold 4,114 Unilever shares in Q3 2026, an estimated $258K.
  • Unilever made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #295 holding.
  • Avidian Wealth Enterprises first reported a position in Unilever in Q4 2020 and has held it in 24 quarters since.
  • Avidian Wealth Enterprises's Unilever position peaked at $1.69M in Q2 2023.
  • 65 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.