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Aviso Financial’s Unilever UL Stock Holding History

Aviso Financial’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 		$2.12M Buy
35,248
+2,399
+7% +$139K 0.07% 97
2026
Q1 		$1.87M Buy
32,849
+1,795
+6% +$120K 0.07% 115
2025
Q4 		$2.03M Buy
31,054
+396
+1% +$26.6K 0.08% 105
2025
Q3 		$2.04M Buy
30,658
+54
+0.2% +$3.73K 0.08% 106
2025
Q2 		$2.11M Buy
30,604
+1,284
+4% +$90.1K 0.1% 105
2025
Q1 		$1.96M Sell
29,320
-166
-0.6% -$10.7K 0.1% 104
2024
Q4 		$1.88M Buy
29,486
+830
+3% +$56K 0.1% 100
2024
Q3 		$2.09M Buy
28,656
+2,564
+10% +$177K 0.1% 94
2024
Q2 		$1.61M Buy
+26,092
New +$1.54M 0.09% 97

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

Aviso Financial's UL Position: Q2 2026 in Review

Aviso Financial increased its Unilever (UL) stake by 7.3% in Q2 2026, buying an estimated $139K and bringing the position to 35,248 shares worth $2.12M. The position accounts for 0.07% of the portfolio, ranked #97.

Aviso Financial first reported a position in UL in Q2 2024 and has held it in 9 quarters since. 1,193 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Aviso Financial held 35,248 shares of Unilever worth $2.12M as of Q2 2026.
  • Aviso Financial bought 2,399 Unilever shares in Q2 2026, an estimated $139K.
  • Unilever made up 0.07% of Aviso Financial's portfolio in Q2 2026, its #97 holding.
  • Aviso Financial first reported a position in Unilever in Q2 2024 and has held it in 9 quarters since.
  • 1,193 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.