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 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 $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Diversify Advisory Services's UL Position: Q1 2026 in Review

Diversify Advisory Services reduced its Unilever (UL) stake by 58% in Q1 2026, selling an estimated $522K and leaving 5,748 shares worth $327K. The position accounts for 0.05% of the portfolio, ranked #157.

Diversify Advisory Services first reported a position in UL in Q1 2024 and has held it in 9 quarters since. The position peaked at $996K in Q3 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Diversify Advisory Services held 5,748 shares of Unilever worth $327K as of Q1 2026.
Diversify Advisory Services sold 7,795 Unilever shares in Q1 2026, an estimated $522K.
Unilever made up 0.05% of Diversify Advisory Services's portfolio in Q1 2026, its #157 holding.
Diversify Advisory Services first reported a position in Unilever in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's Unilever position peaked at $996K in Q3 2025.
1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.