Continuum Advisory’s Unilever UL Stock Holding History

Continuum Advisory’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	$125K	Buy	+2,082	New	+$120K	0.01%	583
2025 Q2	–	Sell	-1,139	Closed	-$76.3K	–	1495
2025 Q1	$76.3K	Sell	1,139 -46	-4%	-$2.97K	0.01%	575
2024 Q4	$75.6K	Buy	1,185 +295	+33%	+$19.9K	0.01%	573
2024 Q3	$57.5K	Buy	890 +27	+3%	+$1.87K	0.01%	629
2024 Q2	$53.4K	Buy	863 +54	+7%	+$3.19K	0.01%	602
2024 Q1	$48.6K	Sell	809 -6,987	-90%	-$387K	0.01%	607
2023 Q4	$425K	Sell	7,796 -2,796	-26%	-$151K	0.06%	308
2023 Q3	$589K	Sell	10,592 -395	-4%	-$22.8K	0.09%	248
2023 Q2	$644K	Buy	10,987 +394	+4%	+$23.4K	0.1%	234
2023 Q1	$619K	Buy	10,593 +113	+1%	+$6.42K	0.11%	231
2022 Q4	$594K	Buy	10,480 +284	+3%	+$15.2K	0.11%	226
2022 Q3	$503K	Buy	10,196 +231	+2%	+$12.1K	0.09%	235
2022 Q2	$514K	Buy	+9,965	New	+$508K	0.09%	246
2019 Q1	–	Sell	-3,954	Closed	-$232K	–	159
2018 Q4	$232K	Sell	3,954 -1,554	-28%	-$93.7K	0.17%	133
2018 Q3	$342K	Sell	5,508 -210	-4%	-$13.2K	0.23%	100
2018 Q2	$356K	Buy	5,718 +626	+12%	+$38.9K	0.26%	95
2018 Q1	$318K	Sell	5,092 -1,526	-23%	-$92.9K	0.27%	99
2017 Q4	$412K	Buy	6,618 +115	+2%	+$7.29K	0.32%	89
2017 Q3	$424K	Buy	6,503 +346	+6%	+$22.2K	0.37%	76
2017 Q2	$375K	Buy	6,157 +1,056	+21%	+$63K	0.37%	86
2017 Q1	$283K	Buy	+5,101	New	+$258K	0.34%	85

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

Continuum Advisory's UL Position: Q2 2026 in Review

Continuum Advisory opened a new position in Unilever (UL) in Q2 2026: 2,082 shares worth $125K. The stake represents 0.01% of the portfolio and ranks #583 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in UL as recently as Q1 2025.

Continuum Advisory first reported a position in UL in Q1 2017 and has held it in 21 quarters since. The position peaked at $644K in Q2 2023. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Continuum Advisory held 2,082 shares of Unilever worth $125K as of Q2 2026.
Unilever was a new Continuum Advisory position in Q2 2026.
Unilever made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #583 holding.
Continuum Advisory first reported a position in Unilever in Q1 2017 and has held it in 21 quarters since.
Continuum Advisory's Unilever position peaked at $644K in Q2 2023.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.