CIA
UL icon

Cohen Investment Advisors’s Unilever UL Stock Holding History

Cohen Investment 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 		$537K Buy
8,938
+2,185
+32% +$126K 0.24% 64
2026
Q1 		$385K Buy
6,753
+192
+3% +$12.9K 0.18% 71
2025
Q4 		$429K Sell
6,561
-24
-0.4% -$1.61K 0.2% 68
2025
Q3 		$439K Buy
6,585
+229
+4% +$15.8K 0.21% 67
2025
Q2 		$437K Sell
6,356
-436
-6% -$30.6K 0.23% 60
2025
Q1 		$455K Buy
6,792
+59
+0.9% +$3.81K 0.26% 63
2024
Q4 		$430K Buy
6,733
+139
+2% +$9.39K 0.26% 63
2024
Q3 		$482K Sell
6,594
-866
-12% -$59.9K 0.29% 57
2024
Q2 		$415K Buy
7,460
+704
+10% +$41.6K 0.33% 59
2024
Q1 		$381K Sell
6,756
-192
-3% -$10.6K 0.25% 62
2023
Q4 		$379K Sell
6,948
-512
-7% -$27.6K 0.28% 64
2023
Q3 		$415K Sell
7,460
-315
-4% -$18.2K 0.33% 59
2023
Q2 		$456K Buy
7,775
+58
+0.8% +$3.44K 0.37% 60
2023
Q1 		$451K Buy
7,717
+339
+5% +$19.3K 0.36% 63
2022
Q4 		$418K Buy
7,378
+413
+6% +$22.1K 0.35% 62
2022
Q3 		$344K Buy
6,965
+132
+2% +$6.9K 0.32% 64
2022
Q2 		$352K Buy
6,833
+229
+3% +$11.7K 0.3% 68
2022
Q1 		$339K Buy
6,604
+105
+2% +$5.84K 0.25% 75
2021
Q4 		$393K Buy
6,499
+164
+3% +$9.74K 0.28% 69
2021
Q3 		$386K Buy
6,335
+47
+0.7% +$3K 0.3% 66
2021
Q2 		$414K Buy
6,288
+63
+1% +$4.19K 0.32% 63
2021
Q1 		$391K Sell
6,225
-90
-1% -$5.73K 0.32% 67
2020
Q4 		$429K Buy
+6,315
New +$428K 0.39% 54

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

Cohen Investment Advisors's UL Position: Q2 2026 in Review

Cohen Investment Advisors increased its Unilever (UL) stake by 32% in Q2 2026, buying an estimated $126K and bringing the position to 8,938 shares worth $537K. The position accounts for 0.24% of the portfolio, ranked #64.

Cohen Investment Advisors first reported a position in UL in Q4 2020 and has held it in 23 quarters since. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Cohen Investment Advisors held 8,938 shares of Unilever worth $537K as of Q2 2026.
  • Cohen Investment Advisors bought 2,185 Unilever shares in Q2 2026, an estimated $126K.
  • Unilever made up 0.24% of Cohen Investment Advisors's portfolio in Q2 2026, its #64 holding.
  • Cohen Investment Advisors first reported a position in Unilever in Q4 2020 and has held it in 23 quarters since.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Cohen Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.