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Capstone Financial Advisors’s Unilever UL Stock Holding History

Capstone 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 		$1.42M Sell
23,571
-69
-0.3% -$3.99K 0.07% 59
2026
Q1 		$1.35M Hold
23,640
– – 0.07% 52
2025
Q4 		$1.55M Sell
23,640
-1
-0% -$67 0.08% 52
2025
Q3 		$1.58M Buy
23,641
+195
+0.8% +$13.5K 0.09% 49
2025
Q2 		$1.61M Buy
23,446
+260
+1% +$18.2K 0.09% 48
2025
Q1 		$1.55M Buy
23,186
+180
+0.8% +$11.6K 0.1% 47
2024
Q4 		$1.47M Buy
23,006
+186
+0.8% +$12.6K 0.09% 46
2024
Q3 		$1.67M Buy
22,820
+165
+0.7% +$11.4K 0.1% 43
2024
Q2 		$1.4M Buy
22,655
+184
+0.8% +$10.9K 0.09% 42
2024
Q1 		$1.27M Buy
22,471
+203
+0.9% +$11.2K 0.09% 49
2023
Q4 		$1.21M Buy
22,268
+212
+1% +$11.4K 0.09% 46
2023
Q3 		$1.23M Buy
22,056
+204
+0.9% +$11.8K 0.1% 44
2023
Q2 		$1.28M Buy
21,852
+34
+0.2% +$2.02K 0.1% 46
2023
Q1 		$1.27M Sell
21,818
-141
-0.6% -$8.01K 0.1% 43
2022
Q4 		$1.24M Sell
21,959
-196
-0.9% -$10.5K 0.11% 43
2022
Q3 		$1.09M Buy
22,155
+204
+0.9% +$10.7K 0.1% 44
2022
Q2 		$1.13M Sell
21,951
-2,523
-10% -$129K 0.1% 47
2022
Q1 		$1.25M Sell
24,474
-1,375
-5% -$76.5K 0.09% 44
2021
Q4 		$1.56M Sell
25,849
-632
-2% -$37.5K 0.11% 40
2021
Q3 		$1.61M Buy
26,481
+4,114
+18% +$262K 0.13% 33
2021
Q2 		$1.47M Buy
22,367
+632
+3% +$42K 0.12% 33
2021
Q1 		$1.36M Hold
21,735
– – 0.12% 32
2020
Q4 		$1.48M Buy
+21,735
New +$1.47M 0.14% 29
2019
Q3 		– Sell
-2,875
Closed -$200K – 105
2019
Q2 		$200K Buy
+2,875
New +$195K 0.03% 82
2014
Q3 		– Sell
-10,120
Closed -$516K – 85
2014
Q2 		$516K Sell
10,120
-30
-0.3% -$1.5K 0.36% 28
2014
Q1 		$489K Buy
10,150
+6
+0.1% +$271 0.3% 27
2013
Q4 		$470K Buy
+10,144
New +$454K 0.3% 29

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

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

Capstone Financial Advisors reduced its Unilever (UL) stake by 0.29% in Q2 2026, selling an estimated $3.99K and leaving 23,571 shares worth $1.42M. The position accounts for 0.07% of the portfolio, ranked #59.

Capstone Financial Advisors first reported a position in UL in Q4 2013 and has held it in 27 quarters since. The position peaked at $1.67M in Q3 2024. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Capstone Financial Advisors held 23,571 shares of Unilever worth $1.42M as of Q2 2026.
  • Capstone Financial Advisors sold 69 Unilever shares in Q2 2026, an estimated $3.99K.
  • Unilever made up 0.07% of Capstone Financial Advisors's portfolio in Q2 2026, its #59 holding.
  • Capstone Financial Advisors first reported a position in Unilever in Q4 2013 and has held it in 27 quarters since.
  • Capstone Financial Advisors's Unilever position peaked at $1.67M in Q3 2024.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.