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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
Q2 		$1.32K Hold
22
– – ﹤0.01% 794
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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Fisher Asset Management
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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 22.9% 1-Year Est. Return

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

DHJJ Financial Advisors held its Unilever (UL) position steady in Q2 2026 at 22 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

DHJJ Financial Advisors first reported a position in UL in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.48K in Q3 2025. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • DHJJ Financial Advisors held 22 shares of Unilever worth $1.32K as of Q2 2026.
  • DHJJ Financial Advisors left its Unilever share count unchanged in Q2 2026.
  • Unilever made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #794 holding.
  • DHJJ Financial Advisors first reported a position in Unilever in Q3 2025 and has held it in 4 quarters since.
  • DHJJ Financial Advisors's Unilever position peaked at $1.48K in Q3 2025.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.