Benjamin Edwards Inc’s Unilever UL Stock Holding History

Benjamin Edwards Inc’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	$5.53M	Buy	92,064 +9,282	+11%	+$537K	0.05%	330
2026 Q1	$4.72M	Buy	82,782 +24,990	+43%	+$1.68M	0.05%	349
2025 Q4	$3.78M	Buy	57,792 +13,872	+32%	+$932K	0.04%	364
2025 Q3	$2.93M	Buy	43,920 +5,940	+16%	+$410K	0.03%	419
2025 Q2	$2.61M	Buy	37,980 +15,529	+69%	+$1.09M	0.03%	405
2025 Q1	$1.5M	Buy	22,451 +1,570	+8%	+$101K	0.02%	484
2024 Q4	$1.33M	Buy	20,881 +4,620	+28%	+$312K	0.02%	531
2024 Q3	$1.19M	Buy	+16,261	New	+$1.12M	0.02%	548
2021 Q1	–	Sell	-793	Closed	-$54K	–	398
2020 Q4	$54K	Sell	793 -22	-3%	-$1.49K	0.04%	245
2020 Q3	$57K	Buy	815 +697	+591%	+$46.5K	0.05%	207
2020 Q2	$7K	Hold	118	–	–	0.01%	318
2020 Q1	$7K	Buy	+118	New	+$7.4K	0.01%	308

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

Benjamin Edwards Inc's UL Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Unilever (UL) stake by 11% in Q2 2026, buying an estimated $537K and bringing the position to 92,064 shares worth $5.53M. The position accounts for 0.05% of the portfolio, ranked #330.

Benjamin Edwards Inc first reported a position in UL in Q1 2020 and has held it in 12 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Benjamin Edwards Inc held 92,064 shares of Unilever worth $5.53M as of Q2 2026.
Benjamin Edwards Inc bought 9,282 Unilever shares in Q2 2026, an estimated $537K.
Unilever made up 0.05% of Benjamin Edwards Inc's portfolio in Q2 2026, its #330 holding.
Benjamin Edwards Inc first reported a position in Unilever in Q1 2020 and has held it in 12 quarters since.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.