Beacon Financial Group’s Unilever UL Stock Holding History

Beacon Financial Group’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	$3.47M	Buy	57,733 +2,545	+5%	+$147K	0.32%	76
2026 Q1	$3.14M	Buy	55,188 +1,302	+2%	+$87.3K	0.31%	82
2025 Q4	$3.52M	Sell	53,886 -4,656	-8%	-$313K	0.35%	73
2025 Q3	$3.9M	Sell	58,542 -1,970	-3%	-$136K	0.38%	70
2025 Q2	$4.16M	Buy	60,512 +1,537	+3%	+$108K	0.43%	63
2025 Q1	$3.95M	Buy	58,975 +1,565	+3%	+$101K	0.43%	60
2024 Q4	$3.66M	Sell	57,410 -1,292	-2%	-$87.2K	0.39%	64
2024 Q3	$4.29M	Sell	58,702 -2,170	-4%	-$150K	0.46%	61
2024 Q2	$3.77M	Sell	60,872 -2,033	-3%	-$120K	0.43%	63
2024 Q1	$3.55M	Buy	62,905 +1,509	+2%	+$83.6K	0.41%	66
2023 Q4	$3.35M	Sell	61,396 -398	-0.6%	-$21.5K	0.41%	65
2023 Q3	$3.55M	Buy	61,794 +2,110	+4%	+$122K	0.5%	64
2023 Q2	$3.46M	Sell	59,684 -1,875	-3%	-$111K	0.47%	68
2023 Q1	$3.71M	Sell	61,559 -947	-2%	-$53.8K	0.52%	64
2022 Q4	$3.51M	Sell	62,506 -5,168	-8%	-$277K	0.48%	64
2022 Q3	$3.37M	Buy	67,674 +916	+1%	+$47.9K	0.52%	55
2022 Q2	$3.47M	Buy	66,758 +2,930	+5%	+$149K	0.52%	63
2022 Q1	$3.27M	Buy	63,828 +1,312	+2%	+$73K	0.44%	71
2021 Q4	$3.8M	Buy	62,516 +4,815	+8%	+$286K	0.49%	63
2021 Q3	$3.56M	Sell	57,701 -1,289	-2%	-$82.1K	0.48%	68
2021 Q2	$3.9M	Buy	58,990 +7,007	+13%	+$466K	0.55%	62
2021 Q1	$3.5M	Hold	51,983	–	–	0.55%	60
2020 Q4	$3.5M	Sell	51,983 -445	-0.8%	-$30.2K	0.55%	60
2020 Q3	$3.64M	Sell	52,428 -1,822	-3%	-$122K	0.65%	50
2020 Q2	$3.37M	Buy	54,250 +14,679	+37%	+$877K	0.65%	50
2020 Q1	$2.3M	Buy	39,571 +217	+0.6%	+$13.6K	0.51%	58
2019 Q4	$2.53M	Buy	39,354 +53	+0.1%	+$3.52K	0.32%	70
2019 Q3	$2.67M	Sell	39,301 -976	-2%	-$67.6K	0.46%	67
2019 Q2	$2.81M	Buy	40,277 +165	+0.4%	+$11.2K	0.48%	65
2019 Q1	$2.6M	Sell	40,112 -336	-0.8%	-$20.5K	0.43%	65
2018 Q4	$2.37M	Sell	40,448 -1,546	-4%	-$93.2K	0.44%	67
2018 Q3	$2.6M	Sell	41,994 -1,111	-3%	-$70.1K	0.44%	70
2018 Q2	$2.68M	Sell	43,105 -1,034	-2%	-$64.2K	0.45%	66
2018 Q1	$2.76M	Buy	44,139 +1,303	+3%	+$79.3K	0.47%	62
2017 Q4	$2.67M	Buy	42,836 +1,095	+3%	+$69.4K	0.46%	60
2017 Q3	$2.72M	Sell	41,741 -691	-2%	-$44.4K	0.49%	55
2017 Q2	$2.56M	Buy	42,432 +2,126	+5%	+$127K	0.49%	55
2017 Q1	$2.25M	Buy	40,306 +6,062	+18%	+$307K	0.43%	58
2016 Q4	$1.57M	Buy	34,244 +4,661	+16%	+$217K	0.32%	68
2016 Q3	$1.57M	Sell	29,583 -37	-0.1%	-$1.95K	0.33%	66
2016 Q2	$1.55M	Sell	29,620 -1,477	-5%	-$75.8K	0.34%	59
2016 Q1	$1.6M	Sell	31,097 -7,627	-20%	-$371K	0.35%	61
2015 Q4	$1.91M	Buy	38,724 +3,080	+9%	+$150K	0.44%	57
2015 Q3	$1.59M	Buy	35,644 +1,545	+5%	+$73.9K	0.39%	61
2015 Q2	$1.65M	Buy	34,099 +5,007	+17%	+$248K	0.36%	63
2015 Q1	$1.4M	Sell	29,092 -30,573	-51%	-$1.47M	0.31%	66
2014 Q4	$2.73M	Buy	59,665 +4,317	+8%	+$198K	0.57%	63
2014 Q3	$2.6M	Buy	55,348 +1,564	+3%	+$77.2K	0.56%	57
2014 Q2	$2.72M	Buy	53,784 +7,988	+17%	+$400K	0.6%	57
2014 Q1	$2.19M	Buy	45,796 +16,360	+56%	+$738K	0.45%	61
2013 Q4	$1.36M	Buy	29,436 +2,157	+8%	+$96.5K	0.26%	80
2013 Q3	$1.22M	Buy	+27,279	New	+$1.24M	0.26%	79

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

Beacon Financial Group's UL Position: Q2 2026 in Review

Beacon Financial Group increased its Unilever (UL) stake by 4.6% in Q2 2026, buying an estimated $147K and bringing the position to 57,733 shares worth $3.47M. The position accounts for 0.32% of the portfolio, ranked #76.

Beacon Financial Group first reported a position in UL in Q3 2013 and has held it in 52 quarters since. The position peaked at $4.29M in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Beacon Financial Group held 57,733 shares of Unilever worth $3.47M as of Q2 2026.
Beacon Financial Group bought 2,545 Unilever shares in Q2 2026, an estimated $147K.
Unilever made up 0.32% of Beacon Financial Group's portfolio in Q2 2026, its #76 holding.
Beacon Financial Group first reported a position in Unilever in Q3 2013 and has held it in 52 quarters since.
Beacon Financial Group's Unilever position peaked at $4.29M in Q3 2024.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.