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Capital Investment Advisory Services’s Unilever UL Stock Holding History

Capital Investment Advisory Services’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 		$416K Sell
6,914
-97
-1% -$5.61K 0.03% 483
2026
Q1 		$399K Buy
7,011
+274
+4% +$18.4K 0.03% 444
2025
Q4 		$441K Sell
6,737
-4,530
-40% -$304K 0.03% 411
2025
Q3 		$751K Sell
11,267
-198
-2% -$13.7K 0.06% 291
2025
Q2 		$789K Sell
11,465
-499
-4% -$35K 0.06% 263
2025
Q1 		$802K Sell
11,964
-502
-4% -$32.4K 0.07% 244
2024
Q4 		$795K Sell
12,466
-2,153
-15% -$145K 0.08% 220
2024
Q3 		$1.07M Sell
14,619
-5,347
-27% -$370K 0.1% 196
2024
Q2 		$1.24M Sell
19,966
-553
-3% -$32.7K 0.13% 164
2024
Q1 		$1.16M Sell
20,519
-129
-0.6% -$7.15K 0.12% 176
2023
Q4 		$1.13M Sell
20,648
-353
-2% -$19K 0.1% 172
2023
Q3 		$1.17M Buy
21,001
+168
+0.8% +$9.71K 0.11% 160
2023
Q2 		$1.22M Sell
20,833
-211
-1% -$12.5K 0.12% 151
2023
Q1 		$1.23M Sell
21,044
-1,697
-7% -$96.4K 0.15% 140
2022
Q4 		$1.29M Buy
22,741
+623
+3% +$33.3K 0.15% 130
2022
Q3 		$1.09M Buy
22,118
+1,153
+5% +$60.2K 0.14% 133
2022
Q2 		$1.08M Buy
20,965
+798
+4% +$40.6K 0.13% 146
2022
Q1 		$1.03M Buy
+20,167
New +$1.12M 0.11% 164
2021
Q2 		– Sell
-3,306
Closed -$208K – 805
2021
Q1 		$208K Sell
3,306
-1,022
-24% -$65.1K 0.03% 413
2020
Q4 		$294K Buy
+4,328
New +$294K 0.04% 338
2019
Q4 		– Sell
-2,119
Closed -$143K – 1221
2019
Q3 		$143K Buy
2,119
+222
+12% +$15.4K 0.04% 318
2019
Q2 		$134K Sell
1,897
-278
-13% -$18.9K 0.04% 337
2019
Q1 		$141K Sell
2,175
-178
-8% -$10.8K 0.05% 270
2018
Q4 		$138K Buy
+2,353
New +$142K 0.06% 244

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 22.9% 1-Year Est. Return

Capital Investment Advisory Services's UL Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Unilever (UL) stake by 1.4% in Q2 2026, selling an estimated $5.61K and leaving 6,914 shares worth $416K. The position accounts for 0.03% of the portfolio, ranked #483.

Capital Investment Advisory Services first reported a position in UL in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.29M in Q4 2022. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Capital Investment Advisory Services held 6,914 shares of Unilever worth $416K as of Q2 2026.
  • Capital Investment Advisory Services sold 97 Unilever shares in Q2 2026, an estimated $5.61K.
  • Unilever made up 0.03% of Capital Investment Advisory Services's portfolio in Q2 2026, its #483 holding.
  • Capital Investment Advisory Services first reported a position in Unilever in Q4 2018 and has held it in 24 quarters since.
  • Capital Investment Advisory Services's Unilever position peaked at $1.29M in Q4 2022.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.