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Bell Investment Advisors’s Unilever UL Stock Holding History

Bell Investment 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 		$12.7K Buy
212
+36
+20% +$2.08K ﹤0.01% 630
2026
Q1 		$10K Sell
176
-122
-41% -$8.18K ﹤0.01% 680
2025
Q4 		$19.5K Buy
298
+154
+107% +$10.3K ﹤0.01% 457
2025
Q3 		$9.6K Buy
144
+30
+26% +$2.07K ﹤0.01% 656
2025
Q2 		$7.83K Hold
114
– – ﹤0.01% 778
2025
Q1 		$7.62K Hold
114
– – ﹤0.01% 715
2024
Q4 		$7.26K Hold
114
– – ﹤0.01% 744
2024
Q3 		$8.31K Hold
114
– – ﹤0.01% 693
2024
Q2 		$7.04K Hold
114
– – ﹤0.01% 761
2024
Q1 		$6.42K Buy
114
+65
+133% +$3.6K ﹤0.01% 789
2023
Q4 		$2.67K Sell
49
-53
-52% -$2.86K ﹤0.01% 1204
2023
Q3 		$5.68K Buy
102
+6
+6% +$347 ﹤0.01% 744
2023
Q2 		$5.63K Buy
96
+33
+52% +$1.96K ﹤0.01% 754
2023
Q1 		$3.69K Sell
63
-121
-66% -$6.87K ﹤0.01% 939
2022
Q4 		$10.4K Sell
184
-31
-14% -$1.66K ﹤0.01% 473
2022
Q3 		$11K Buy
215
+21
+11% +$1.1K ﹤0.01% 401
2022
Q2 		$10K Buy
+194
New +$9.88K ﹤0.01% 440
2021
Q4 		$23K Buy
385
+65
+20% +$3.86K 0.01% 288
2021
Q3 		$20K Buy
+320
New +$20.4K 0.01% 291

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

Bell Investment Advisors's UL Position: Q2 2026 in Review

Bell Investment Advisors increased its Unilever (UL) stake by 20% in Q2 2026, buying an estimated $2.08K and bringing the position to 212 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Bell Investment Advisors first reported a position in UL in Q3 2021 and has held it in 19 quarters since. The position peaked at $23K in Q4 2021. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Bell Investment Advisors held 212 shares of Unilever worth $12.7K as of Q2 2026.
  • Bell Investment Advisors bought 36 Unilever shares in Q2 2026, an estimated $2.08K.
  • Unilever made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #630 holding.
  • Bell Investment Advisors first reported a position in Unilever in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Unilever position peaked at $23K in Q4 2021.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.