Capital Advantage’s Unilever UL Stock Holding History

Capital Advantage’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	$231K	Buy	3,842 +11	+0.3%	+$636	0.03%	145
2026 Q1	$218K	Hold	3,831	–	–	0.03%	141
2025 Q4	$251K	Buy	3,831 +5	+0.1%	+$336	0.03%	135
2025 Q3	$255K	Buy	3,826 +11	+0.3%	+$759	0.04%	127
2025 Q2	$263K	Buy	3,815 +21	+0.6%	+$1.47K	0.04%	120
2025 Q1	$242K	Hold	3,794	–	–	0.04%	125
2024 Q4	$242K	Buy	+3,794	New	+$256K	0.04%	125
2021 Q2	–	Sell	-6,104	Closed	-$383K	–	100
2021 Q1	$383K	Buy	6,104 +929	+18%	+$59.2K	0.1%	76
2020 Q4	$353K	Buy	5,175 +1,870	+57%	+$127K	0.11%	78
2020 Q3	$231K	Buy	+3,305	New	+$221K	0.08%	82

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

Capital Advantage's UL Position: Q2 2026 in Review

Capital Advantage increased its Unilever (UL) stake by 0.29% in Q2 2026, buying an estimated $636 and bringing the position to 3,842 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #145.

Capital Advantage first reported a position in UL in Q3 2020 and has held it in 10 quarters since. The position peaked at $383K in Q1 2021. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Capital Advantage held 3,842 shares of Unilever worth $231K as of Q2 2026.
Capital Advantage bought 11 Unilever shares in Q2 2026, an estimated $636.
Unilever made up 0.03% of Capital Advantage's portfolio in Q2 2026, its #145 holding.
Capital Advantage first reported a position in Unilever in Q3 2020 and has held it in 10 quarters since.
Capital Advantage's Unilever position peaked at $383K in Q1 2021.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Capital Advantage's 13F filing for Q2 2026, filed 13 Jul 2026.