Delta Financial Advisors’s Unilever UL Stock Holding History

Delta Financial 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	$276K	Buy	4,588 +8	+0.2%	+$462	0.07%	134
2026 Q1	$261K	Hold	4,580	–	–	0.07%	135
2025 Q4	$300K	Sell	4,580 -3	-0.1%	-$202	0.08%	131
2025 Q3	$306K	Buy	4,583 +448	+11%	+$30.9K	0.09%	129
2025 Q2	$285K	Buy	4,135 +3	+0.1%	+$211	0.1%	101
2025 Q1	$277K	Buy	4,132 +4	+0.1%	+$258	0.1%	101
2024 Q4	$263K	Buy	4,128 +4	+0.1%	+$270	0.1%	102
2024 Q3	$301K	Buy	4,124 +2	+0%	+$138	0.11%	100
2024 Q2	$255K	Buy	4,122 +4	+0.1%	+$236	0.1%	105
2024 Q1	$233K	Sell	4,118 -1,774	-30%	-$98.3K	0.09%	110
2023 Q4	$321K	Sell	5,892 -885	-13%	-$47.7K	0.14%	100
2023 Q3	$377K	Buy	6,777 +182	+3%	+$10.5K	0.17%	100
2023 Q2	$387K	Buy	6,595 +893	+16%	+$53K	0.17%	98
2023 Q1	$333K	Buy	5,702 +3	+0.1%	+$170	0.16%	101
2022 Q4	$323K	Buy	5,699 +4	+0.1%	+$214	0.16%	100
2022 Q3	$281K	Buy	5,695 +3	+0.1%	+$157	0.15%	103
2022 Q2	$293K	Buy	5,692 +494	+10%	+$25.2K	0.15%	106
2022 Q1	$267K	Buy	5,198 +1,092	+27%	+$60.8K	0.11%	112
2021 Q4	$248K	Buy	4,106 +698	+20%	+$41.5K	0.1%	114
2021 Q3	$208K	Buy	+3,408	New	+$217K	0.09%	117

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

Delta Financial Advisors's UL Position: Q2 2026 in Review

Delta Financial Advisors increased its Unilever (UL) stake by 0.17% in Q2 2026, buying an estimated $462 and bringing the position to 4,588 shares worth $276K. The position accounts for 0.07% of the portfolio, ranked #134.

Delta Financial Advisors first reported a position in UL in Q3 2021 and has held it in 20 quarters since. The position peaked at $387K in Q2 2023. 1,193 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Delta Financial Advisors held 4,588 shares of Unilever worth $276K as of Q2 2026.
Delta Financial Advisors bought 8 Unilever shares in Q2 2026, an estimated $462.
Unilever made up 0.07% of Delta Financial Advisors's portfolio in Q2 2026, its #134 holding.
Delta Financial Advisors first reported a position in Unilever in Q3 2021 and has held it in 20 quarters since.
Delta Financial Advisors's Unilever position peaked at $387K in Q2 2023.
1,193 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Delta Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.