Aviso Financial
UL icon

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
Q3 		$1.99M Sell
32,707
-2,541
-7% -$160K 0.07% 98
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Axiom Investors
Axiom Investors Greenwich, Connecticut $14B AUM 51.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Aviso Financial's UL Position: Q3 2026 in Review

Aviso Financial reduced its Unilever (UL) stake by 7.2% in Q3 2026, selling an estimated $160K and leaving 32,707 shares worth $1.99M. The position accounts for 0.07% of the portfolio, ranked #98.

Aviso Financial first reported a position in UL in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.12M in Q2 2026. 1,032 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Aviso Financial held 32,707 shares of Unilever worth $1.99M as of Q3 2026.
  • Aviso Financial sold 2,541 Unilever shares in Q3 2026, an estimated $160K.
  • Unilever made up 0.07% of Aviso Financial's portfolio in Q3 2026, its #98 holding.
  • Aviso Financial first reported a position in Unilever in Q2 2024 and has held it in 10 quarters since.
  • Aviso Financial's Unilever position peaked at $2.12M in Q2 2026.
  • 1,032 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Aviso Financial's 13F filing for Q3 2026, filed 12 Nov 2026.