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DHJJ Financial Advisors’s Unilever UL Stock Holding History

DHJJ 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
Q1 		$1.25K Hold
22
– – ﹤0.01% 789
2025
Q4 		$1.44K Hold
22
– – ﹤0.01% 743
2025
Q3 		$1.48K Buy
+22
New +$1.52K ﹤0.01% 716

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DHJJ Financial Advisors's UL Position: Q1 2026 in Review

DHJJ Financial Advisors held its Unilever (UL) position steady in Q1 2026 at 22 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

DHJJ Financial Advisors first reported a position in UL in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.48K in Q3 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • DHJJ Financial Advisors held 22 shares of Unilever worth $1.25K as of Q1 2026.
  • DHJJ Financial Advisors left its Unilever share count unchanged in Q1 2026.
  • Unilever made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #789 holding.
  • DHJJ Financial Advisors first reported a position in Unilever in Q3 2025 and has held it in 3 quarters since.
  • DHJJ Financial Advisors's Unilever position peaked at $1.48K in Q3 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.