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Clearstead Advisors’s Unilever UL Stock Holding History

Clearstead 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 		$752K Buy
12,509
+11,796
+1,654% +$682K 0.01% 626
2026
Q1 		$40.6K Buy
713
+433
+155% +$29K ﹤0.01% 1319
2025
Q4 		$18.3K Buy
280
+169
+152% +$11.4K ﹤0.01% 1742
2025
Q3 		$7.41K Hold
111
– – ﹤0.01% 2019
2025
Q2 		$7.65K Sell
111
-39
-26% -$2.74K ﹤0.01% 1979
2025
Q1 		$10.1K Sell
150
-3
-2% -$194 ﹤0.01% 1601
2024
Q4 		$9.75K Buy
153
+42
+38% +$2.84K ﹤0.01% 1571
2024
Q3 		$8.12K Hold
111
– – ﹤0.01% 1624
2024
Q2 		$6.87K Hold
111
– – ﹤0.01% 1624
2024
Q1 		$6.74K Hold
111
– – ﹤0.01% 1132
2023
Q4 		$6.06K Sell
111
-471
-81% -$25.4K ﹤0.01% 1139
2023
Q3 		$32.4K Hold
582
– – ﹤0.01% 807
2023
Q2 		$34.1K Buy
582
+111
+24% +$6.59K ﹤0.01% 809
2023
Q1 		$27.5K Hold
471
– – ﹤0.01% 791
2022
Q4 		$26.7K Hold
471
– – ﹤0.01% 744
2022
Q3 		$23K Sell
471
-62
-12% -$3.24K ﹤0.01% 751
2022
Q2 		$27K Sell
533
-152
-22% -$7.74K ﹤0.01% 737
2022
Q1 		$35K Buy
685
+187
+38% +$10.4K ﹤0.01% 752
2021
Q4 		$30K Sell
498
-434
-47% -$25.8K ﹤0.01% 738
2021
Q3 		$57K Sell
932
-533
-36% -$34K ﹤0.01% 595
2021
Q2 		$96K Buy
1,465
+489
+50% +$32.5K 0.01% 458
2021
Q1 		$61K Buy
976
+27
+3% +$1.72K 0.01% 519
2020
Q4 		$64K Buy
949
+433
+84% +$29.4K 0.01% 477
2020
Q3 		$36K Hold
516
– – ﹤0.01% 512
2020
Q2 		$32K Sell
516
-124
-19% -$7.41K ﹤0.01% 480
2020
Q1 		$36K Buy
+640
New +$40.1K 0.01% 445

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

Clearstead Advisors's UL Position: Q2 2026 in Review

Clearstead Advisors increased its Unilever (UL) stake by 1,654% in Q2 2026, buying an estimated $682K and bringing the position to 12,509 shares worth $752K. The position accounts for 0.01% of the portfolio, ranked #626.

Clearstead Advisors first reported a position in UL in Q1 2020 and has held it in 26 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Clearstead Advisors held 12,509 shares of Unilever worth $752K as of Q2 2026.
  • Clearstead Advisors bought 11,796 Unilever shares in Q2 2026, an estimated $682K.
  • Unilever made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #626 holding.
  • Clearstead Advisors first reported a position in Unilever in Q1 2020 and has held it in 26 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.