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Benedict Financial Advisors’s Unilever UL Stock Holding History

Benedict Financial 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 		$2.62M Buy
43,619
+234
+0.5% +$13.5K 0.51% 70
2026
Q1 		$2.47M Sell
43,385
-648
-1% -$43.4K 0.51% 70
2025
Q4 		$2.88M Buy
44,033
+311
+0.7% +$20.9K 0.61% 55
2025
Q3 		$2.92M Sell
43,722
-338
-0.8% -$23.3K 0.63% 56
2025
Q2 		$3.03M Buy
44,060
+375
+0.9% +$26.3K 0.69% 54
2025
Q1 		$2.93M Sell
43,685
-27
-0.1% -$1.74K 0.68% 52
2024
Q4 		$2.79M Sell
43,712
-96
-0.2% -$6.48K 0.68% 60
2024
Q3 		$3.2M Sell
43,808
-471
-1% -$32.6K 0.76% 51
2024
Q2 		$2.74M Sell
44,279
-334
-0.7% -$19.7K 0.69% 54
2024
Q1 		$2.52M Sell
44,613
-129
-0.3% -$7.15K 0.64% 58
2023
Q4 		$2.44M Sell
44,742
-63
-0.1% -$3.4K 0.66% 57
2023
Q3 		$2.49M Buy
44,805
+162
+0.4% +$9.36K 0.72% 51
2023
Q2 		$2.62M Buy
44,643
+712
+2% +$42.3K 0.72% 52
2023
Q1 		$2.57M Buy
43,931
+109
+0.2% +$6.19K 0.72% 52
2022
Q4 		$2.48M Buy
43,822
+1,151
+3% +$61.6K 0.74% 50
2022
Q3 		$2.1M Buy
42,671
+592
+1% +$30.9K 0.67% 55
2022
Q2 		$2.17M Buy
42,079
+558
+1% +$28.4K 0.64% 55
2022
Q1 		$2.13M Buy
41,521
+713
+2% +$39.7K 0.57% 63
2021
Q4 		$2.47M Sell
40,808
-217
-0.5% -$12.9K 0.64% 60
2021
Q3 		$2.5M Buy
41,025
+1,068
+3% +$68.1K 0.7% 58
2021
Q2 		$2.63M Buy
39,957
+299
+0.8% +$19.9K 0.73% 52
2021
Q1 		$2.49M Buy
39,658
+1,553
+4% +$98.9K 0.72% 51
2020
Q4 		$2.59M Buy
38,105
+17,937
+89% +$1.22M 0.93% 41
2020
Q3 		$1.4M Buy
20,168
+353
+2% +$23.6K 0.54% 61
2020
Q2 		$1.22M Buy
19,815
+73
+0.4% +$4.36K 0.5% 64
2020
Q1 		$1.12M Buy
19,742
+116
+0.6% +$7.28K 0.53% 62
2019
Q4 		$1.26M Buy
19,626
+107
+0.5% +$7.11K 0.49% 70
2019
Q3 		$1.32M Sell
19,519
-93
-0.5% -$6.44K 0.54% 63
2019
Q2 		$1.37M Buy
19,612
+99
+0.5% +$6.72K 0.57% 61
2019
Q1 		$1.27M Buy
19,513
+73
+0.4% +$4.45K 0.55% 60
2018
Q4 		$1.14M Buy
19,440
+484
+3% +$29.2K 0.56% 59
2018
Q3 		$1.17M Buy
18,956
+228
+1% +$14.4K 0.53% 64
2018
Q2 		$1.17M Buy
18,728
+80
+0.4% +$4.97K 0.58% 60
2018
Q1 		$1.17M Sell
18,648
-301
-2% -$18.3K 0.59% 58
2017
Q4 		$1.18M Sell
18,949
-180
-0.9% -$11.4K 0.57% 61
2017
Q3 		$1.25M Sell
19,129
-343
-2% -$22K 0.64% 53
2017
Q2 		$1.25M Buy
19,472
+543
+3% +$32.4K 0.65% 51
2017
Q1 		$1.05M Buy
18,929
+1,205
+7% +$61K 0.57% 56
2016
Q4 		$812K Buy
17,724
+409
+2% +$19.1K 0.47% 62
2016
Q3 		$927K Buy
17,315
+412
+2% +$21.8K 0.54% 55
2016
Q2 		$913K Buy
16,903
+42
+0.2% +$2.16K 0.53% 56
2016
Q1 		$857K Buy
16,861
+127
+0.8% +$6.18K 0.52% 57
2015
Q4 		$812K Buy
16,734
+490
+3% +$23.9K 0.52% 57
2015
Q3 		$745K Buy
16,244
+508
+3% +$24.3K 0.52% 57
2015
Q2 		$796K Buy
15,736
+556
+4% +$27.5K 0.52% 57
2015
Q1 		$727K Buy
15,180
+635
+4% +$30.4K 0.47% 60
2014
Q4 		$698K Buy
+14,545
New +$667K 0.46% 60

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

Benedict Financial Advisors's UL Position: Q2 2026 in Review

Benedict Financial Advisors increased its Unilever (UL) stake by 0.54% in Q2 2026, buying an estimated $13.5K and bringing the position to 43,619 shares worth $2.62M. The position accounts for 0.51% of the portfolio, ranked #70.

Benedict Financial Advisors first reported a position in UL in Q4 2014 and has held it in 47 quarters since. The position peaked at $3.2M in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Benedict Financial Advisors held 43,619 shares of Unilever worth $2.62M as of Q2 2026.
  • Benedict Financial Advisors bought 234 Unilever shares in Q2 2026, an estimated $13.5K.
  • Unilever made up 0.51% of Benedict Financial Advisors's portfolio in Q2 2026, its #70 holding.
  • Benedict Financial Advisors first reported a position in Unilever in Q4 2014 and has held it in 47 quarters since.
  • Benedict Financial Advisors's Unilever position peaked at $3.2M in Q3 2024.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

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