Concurrent Investment Advisors’s Unilever UL Stock Holding History

Concurrent 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	$3.86M	Buy	64,207 +3,183	+5%	+$184K	0.03%	514
2026 Q1	$3.48M	Sell	61,024 -26,820	-31%	-$1.8M	0.04%	447
2025 Q4	$5.75M	Buy	87,844 +40,856	+87%	+$2.75M	0.07%	298
2025 Q3	$3.13M	Sell	46,988 -235	-0.5%	-$16.2K	0.05%	345
2025 Q2	$3.25M	Buy	47,223 +1,740	+4%	+$122K	0.06%	312
2025 Q1	$3.05M	Sell	45,483 -2,057	-4%	-$133K	0.07%	272
2024 Q4	$3.03M	Sell	47,540 -556	-1%	-$37.5K	0.08%	246
2024 Q3	$3.51M	Sell	48,096 -54	-0.1%	-$3.73K	0.1%	208
2024 Q2	$2.98M	Buy	48,150 +2,128	+5%	+$126K	0.1%	211
2024 Q1	$2.6M	Buy	46,022 +32,808	+248%	+$1.82M	0.1%	201
2023 Q4	$721K	Buy	+13,214	New	+$713K	0.03%	402

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

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

Concurrent Investment Advisors increased its Unilever (UL) stake by 5.2% in Q2 2026, buying an estimated $184K and bringing the position to 64,207 shares worth $3.86M. The position accounts for 0.03% of the portfolio, ranked #514.

Concurrent Investment Advisors first reported a position in UL in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.75M in Q4 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Concurrent Investment Advisors held 64,207 shares of Unilever worth $3.86M as of Q2 2026.
Concurrent Investment Advisors bought 3,183 Unilever shares in Q2 2026, an estimated $184K.
Unilever made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #514 holding.
Concurrent Investment Advisors first reported a position in Unilever in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Unilever position peaked at $5.75M in Q4 2025.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

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