Diversify Advisory Services’s Unilever UL Stock Holding History

Diversify Advisory Services’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	$2.36M	Buy	38,407 +32,659	+568%	+$1.89M	0.04%	353
2026 Q1	$327K	Sell	5,748 -7,795	-58%	-$522K	0.05%	157
2025 Q4	$874K	Sell	13,543 -1,054	-7%	-$70.8K	0.03%	432
2025 Q3	$996K	Buy	14,597 +250	+2%	+$17.3K	0.03%	371
2025 Q2	$986K	Buy	14,347 +4,982	+53%	+$350K	0.04%	336
2025 Q1	$665K	Buy	9,365 +25	+0.3%	+$1.61K	0.04%	292
2024 Q4	$579K	Sell	9,340 -309	-3%	-$20.9K	0.03%	336
2024 Q3	$672K	Sell	9,649 -205	-2%	-$14.2K	0.04%	327
2024 Q2	$616K	Sell	9,854 -5,542	-36%	-$327K	0.03%	342
2024 Q1	$863K	Buy	+15,396	New	+$853K	0.05%	288

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

Diversify Advisory Services's UL Position: Q2 2026 in Review

Diversify Advisory Services increased its Unilever (UL) stake by 568% in Q2 2026, buying an estimated $1.89M and bringing the position to 38,407 shares worth $2.36M. The position accounts for 0.04% of the portfolio, ranked #353.

Diversify Advisory Services first reported a position in UL in Q1 2024 and has held it in 10 quarters since. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Diversify Advisory Services held 38,407 shares of Unilever worth $2.36M as of Q2 2026.
Diversify Advisory Services bought 32,659 Unilever shares in Q2 2026, an estimated $1.89M.
Unilever made up 0.04% of Diversify Advisory Services's portfolio in Q2 2026, its #353 holding.
Diversify Advisory Services first reported a position in Unilever in Q1 2024 and has held it in 10 quarters since.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.