Axxcess Wealth Management’s Unilever UL Stock Holding History

Axxcess 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	$693K	Buy	+11,524	New	+$666K	0.01%	625
2026 Q1	–	Sell	-12,509	Closed	-$818K	–	960
2025 Q4	$818K	Sell	12,509 -7,083	-36%	-$476K	0.01%	555
2025 Q3	$1.31M	Buy	19,592 +4,345	+28%	+$300K	0.03%	394
2025 Q2	$1.05M	Sell	15,247 -869	-5%	-$61K	0.02%	415
2025 Q1	$1.08M	Buy	16,116 +3,244	+25%	+$209K	0.03%	375
2024 Q4	$821K	Buy	12,872 +4,497	+54%	+$304K	0.02%	441
2024 Q3	$612K	Buy	8,375 +1,034	+14%	+$71.5K	0.02%	504
2024 Q2	$454K	Buy	+7,341	New	+$434K	0.01%	542

Other funds holding UL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Unilever (UL) in Q2 2026: 11,524 shares worth $693K. The stake represents 0.01% of the portfolio and ranks #625 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in UL as recently as Q4 2025.

Axxcess Wealth Management first reported a position in UL in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.31M in Q3 2025. 686 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Axxcess Wealth Management held 11,524 shares of Unilever worth $693K as of Q2 2026.
Unilever was a new Axxcess Wealth Management position in Q2 2026.
Unilever made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #625 holding.
Axxcess Wealth Management first reported a position in Unilever in Q2 2024 and has held it in 8 quarters since.
Axxcess Wealth Management's Unilever position peaked at $1.31M in Q3 2025.
686 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.