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Dana Investment Advisors’s Unilever UL Stock Holding History

Dana 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 		$392K Sell
6,518
-1,249
-16% -$72.2K 0.01% 503
2026
Q1 		$442K Sell
7,767
-1
-0% -$67 0.01% 475
2025
Q4 		$508K Sell
7,768
-100
-1% -$6.72K 0.01% 461
2025
Q3 		$525K Sell
7,868
-21
-0.3% -$1.45K 0.02% 456
2025
Q2 		$543K Sell
7,889
-178
-2% -$12.5K 0.02% 445
2025
Q1 		$540K Buy
8,067
+53
+0.7% +$3.42K 0.02% 439
2024
Q4 		$511K Sell
8,014
-1
-0% -$68 0.02% 458
2024
Q3 		$586K Hold
8,015
– – 0.02% 436
2024
Q2 		$496K Sell
8,015
-84
-1% -$4.96K 0.02% 435
2024
Q1 		$457K Sell
8,099
-4,590
-36% -$254K 0.02% 447
2023
Q4 		$692K Sell
12,689
-1,636
-11% -$88.3K 0.03% 293
2023
Q3 		$796K Buy
14,325
+6,049
+73% +$350K 0.04% 261
2023
Q2 		$485K Buy
8,276
+98
+1% +$5.82K 0.02% 322
2023
Q1 		$478K Sell
8,178
-1,576
-16% -$89.5K 0.02% 315
2022
Q4 		$552K Sell
9,754
-1,027
-10% -$55K 0.03% 298
2022
Q3 		$532K Sell
10,781
-209
-2% -$10.9K 0.03% 292
2022
Q2 		$567K Buy
+10,990
New +$560K 0.03% 291
2016
Q1 		– Sell
-333
Closed -$375K – 305
2015
Q4 		$375K Sell
333
-9,706
-97% -$474K 0.02% 237
2015
Q3 		$461K Sell
10,039
-648
-6% -$31K 0.02% 222
2015
Q2 		$517K Buy
10,687
+92
+0.9% +$4.55K 0.02% 215
2015
Q1 		$497K Sell
10,595
-149
-1% -$7.14K 0.02% 219
2014
Q4 		$489K Buy
10,744
+194
+2% +$8.9K 0.02% 228
2014
Q3 		$497K Sell
10,550
-261
-2% -$12.9K 0.03% 221
2014
Q2 		$551K Buy
10,811
+701
+7% +$35.1K 0.03% 217
2014
Q1 		$487K Buy
+10,110
New +$456K 0.03% 226

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

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

Dana Investment Advisors reduced its Unilever (UL) stake by 16% in Q2 2026, selling an estimated $72.2K and leaving 6,518 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #503.

Dana Investment Advisors first reported a position in UL in Q1 2014 and has held it in 25 quarters since. The position peaked at $796K in Q3 2023. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Dana Investment Advisors held 6,518 shares of Unilever worth $392K as of Q2 2026.
  • Dana Investment Advisors sold 1,249 Unilever shares in Q2 2026, an estimated $72.2K.
  • Unilever made up 0.01% of Dana Investment Advisors's portfolio in Q2 2026, its #503 holding.
  • Dana Investment Advisors first reported a position in Unilever in Q1 2014 and has held it in 25 quarters since.
  • Dana Investment Advisors's Unilever position peaked at $796K in Q3 2023.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.