Ballast Advisors’s Unilever UL Stock Holding History

Ballast Advisors’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	–	Sell	-130	Closed	-$7.41K	–	371
2026 Q1	$7.41K	Buy	+130	New	+$8.71K	﹤0.01%	322

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Ballast Advisors's UL Position: Q2 2026 in Review

Ballast Advisors sold out of Unilever (UL) in Q2 2026, closing a stake of 130 shares — an estimated $7.41K sold.

Ballast Advisors first reported a position in UL in Q1 2026 and held it in 1 quarter. The position peaked at $7.41K in Q1 2026. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Ballast Advisors reported no remaining Unilever position as of Q2 2026 after selling out during the quarter.
Ballast Advisors sold 130 Unilever shares in Q2 2026, an estimated $7.41K.
Ballast Advisors first reported a position in Unilever in Q1 2026 and held it in 1 quarter.
Ballast Advisors's Unilever position peaked at $7.41K in Q1 2026.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.