AWM
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Avior Wealth Management’s Unilever UL Stock Holding History

Avior Wealth Management’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 		$1.07M Buy
17,769
+7,236
+69% +$418K 0.03% 348
2026
Q1 		$600K Buy
10,533
+4,347
+70% +$291K 0.02% 483
2025
Q4 		$405K Sell
6,186
-644
-9% -$43.3K 0.01% 527
2025
Q3 		$456K Buy
6,830
+422
+7% +$29.1K 0.01% 470
2025
Q2 		$441K Buy
6,408
+5,758
+886% +$404K 0.02% 463
2025
Q1 		$43.5K Sell
650
-9,066
-93% -$585K ﹤0.01% 711
2024
Q4 		$620K Sell
9,716
-418
-4% -$28.2K 0.02% 392
2024
Q3 		$741K Sell
10,134
-3,943
-28% -$273K 0.03% 353
2024
Q2 		$871K Sell
14,077
-780
-5% -$46.1K 0.04% 301
2024
Q1 		$839K Buy
14,857
+984
+7% +$54.5K 0.04% 328
2023
Q4 		$757K Buy
13,873
+3
+0% +$162 0.05% 253
2023
Q3 		$771K Buy
13,870
+5
+0% +$289 0.05% 237
2023
Q2 		$813K Sell
13,865
-1,776
-11% -$105K 0.05% 229
2023
Q1 		$914K Buy
15,641
+267
+2% +$15.2K 0.06% 214
2022
Q4 		$871K Hold
15,374
– – 0.07% 205
2022
Q3 		$757K Buy
15,374
+174
+1% +$9.09K 0.06% 203
2022
Q2 		$783K Hold
15,200
– – 0.08% 181
2022
Q1 		$779K Buy
15,200
+1,956
+15% +$109K 0.07% 209
2021
Q4 		$801K Hold
13,244
– – 0.07% 236
2021
Q3 		$807K Hold
13,244
– – 0.07% 223
2021
Q2 		$871K Buy
13,244
+4,444
+51% +$296K 0.09% 201
2021
Q1 		$552K Buy
+8,800
New +$560K 0.06% 277

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 22.9% 1-Year Est. Return

Avior Wealth Management's UL Position: Q2 2026 in Review

Avior Wealth Management increased its Unilever (UL) stake by 69% in Q2 2026, buying an estimated $418K and bringing the position to 17,769 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #348.

Avior Wealth Management first reported a position in UL in Q1 2021 and has held it in 22 quarters since. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Avior Wealth Management held 17,769 shares of Unilever worth $1.07M as of Q2 2026.
  • Avior Wealth Management bought 7,236 Unilever shares in Q2 2026, an estimated $418K.
  • Unilever made up 0.03% of Avior Wealth Management's portfolio in Q2 2026, its #348 holding.
  • Avior Wealth Management first reported a position in Unilever in Q1 2021 and has held it in 22 quarters since.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.