Cerro Pacific Wealth Advisors’s Unilever UL Stock Holding History

Cerro Pacific Wealth 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	$498K	Buy	8,277 +1,132	+16%	+$65.4K	0.11%	115
2026 Q1	$407K	Sell	7,145 -270	-4%	-$18.1K	0.11%	114
2025 Q4	$485K	Buy	7,415 +86	+1%	+$5.78K	0.13%	104
2025 Q3	$489K	Sell	7,329 -3,010	-29%	-$208K	0.13%	106
2025 Q2	$711K	Buy	10,339 +25	+0.2%	+$1.75K	0.2%	89
2025 Q1	$658K	Buy	10,314 +132	+1%	+$8.52K	0.21%	87
2024 Q4	$744K	Buy	10,182 +10	+0.1%	+$675	0.25%	80
2024 Q3	$629K	Hold	10,172	–	–	0.24%	86
2024 Q2	$629K	Buy	+10,172	New	+$601K	0.24%	87
2023 Q1	$477K	Buy	8,156 +2,826	+53%	+$161K	0.26%	93
2022 Q4	$302K	Buy	+5,330	New	+$285K	0.16%	130

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

Cerro Pacific Wealth Advisors's UL Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its Unilever (UL) stake by 16% in Q2 2026, buying an estimated $65.4K and bringing the position to 8,277 shares worth $498K. The position accounts for 0.11% of the portfolio, ranked #115.

Cerro Pacific Wealth Advisors first reported a position in UL in Q4 2022 and has held it in 11 quarters since. The position peaked at $744K in Q4 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Cerro Pacific Wealth Advisors held 8,277 shares of Unilever worth $498K as of Q2 2026.
Cerro Pacific Wealth Advisors bought 1,132 Unilever shares in Q2 2026, an estimated $65.4K.
Unilever made up 0.11% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #115 holding.
Cerro Pacific Wealth Advisors first reported a position in Unilever in Q4 2022 and has held it in 11 quarters since.
Cerro Pacific Wealth Advisors's Unilever position peaked at $744K in Q4 2024.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.