Cetera Trust Company’s Unilever UL Stock Holding History

Cetera Trust Company’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	$362K	Buy	6,020 +90	+2%	+$5.2K	0.18%	102
2026 Q1	$338K	Buy	+5,930	New	+$397K	0.19%	100
2025 Q4	–	Sell	-5,938	Closed	-$396K	–	361
2025 Q3	$396K	Buy	5,938 +178	+3%	+$12.3K	0.22%	82
2025 Q2	$396K	Buy	5,760 +222	+4%	+$15.6K	0.24%	77
2025 Q1	$371K	Hold	5,538	–	–	0.24%	70
2024 Q4	$353K	Buy	5,538 +31	+0.6%	+$2.09K	0.23%	79
2024 Q3	$402K	Hold	5,507	–	–	0.25%	72
2024 Q2	$341K	Hold	5,507	–	–	0.21%	80
2024 Q1	$311K	Sell	5,507 -333	-6%	-$18.4K	0.19%	93
2023 Q4	$319K	Buy	+5,840	New	+$315K	0.2%	86

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

Cetera Trust Company's UL Position: Q2 2026 in Review

Cetera Trust Company increased its Unilever (UL) stake by 1.5% in Q2 2026, buying an estimated $5.2K and bringing the position to 6,020 shares worth $362K. The position accounts for 0.18% of the portfolio, ranked #102.

Cetera Trust Company first reported a position in UL in Q4 2023 and has held it in 10 quarters since. The position peaked at $402K in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Cetera Trust Company held 6,020 shares of Unilever worth $362K as of Q2 2026.
Cetera Trust Company bought 90 Unilever shares in Q2 2026, an estimated $5.2K.
Unilever made up 0.18% of Cetera Trust Company's portfolio in Q2 2026, its #102 holding.
Cetera Trust Company first reported a position in Unilever in Q4 2023 and has held it in 10 quarters since.
Cetera Trust Company's Unilever position peaked at $402K in Q3 2024.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.