CCA
UL icon

Carrera Capital Advisors’s Unilever UL Stock Holding History

Carrera Capital 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 		$231K Buy
3,850
+70
+2% +$4.05K 0.03% 185
2026
Q1 		$217K Hold
3,780
– – 0.03% 173
2025
Q4 		$247K Buy
3,780
+632
+20% +$42.5K 0.04% 149
2025
Q3 		$210K Buy
3,148
+3
+0.1% +$207 0.04% 141
2025
Q2 		$216K Buy
+3,145
New +$221K 0.04% 133

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

Carrera Capital Advisors's UL Position: Q2 2026 in Review

Carrera Capital Advisors increased its Unilever (UL) stake by 1.9% in Q2 2026, buying an estimated $4.05K and bringing the position to 3,850 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #185.

Carrera Capital Advisors first reported a position in UL in Q2 2025 and has held it in 5 quarters since. The position peaked at $247K in Q4 2025. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Carrera Capital Advisors held 3,850 shares of Unilever worth $231K as of Q2 2026.
  • Carrera Capital Advisors bought 70 Unilever shares in Q2 2026, an estimated $4.05K.
  • Unilever made up 0.03% of Carrera Capital Advisors's portfolio in Q2 2026, its #185 holding.
  • Carrera Capital Advisors first reported a position in Unilever in Q2 2025 and has held it in 5 quarters since.
  • Carrera Capital Advisors's Unilever position peaked at $247K in Q4 2025.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.