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Elevated Capital Advisors’s Unilever UL Stock Holding History

Elevated Capital 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 		$842 Hold
14
– – ﹤0.01% 757
2026
Q1 		$798 Hold
14
– – ﹤0.01% 758
2025
Q4 		$916 Buy
+14
New +$941 ﹤0.01% 719

Other funds holding UL

Wellington Management Group
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Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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 22.96% 1-Year Est. Return

Elevated Capital Advisors's UL Position: Q2 2026 in Review

Elevated Capital Advisors held its Unilever (UL) position steady in Q2 2026 at 14 shares worth $842. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Elevated Capital Advisors first reported a position in UL in Q4 2025 and has held it in 3 quarters since. The position peaked at $916 in Q4 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Elevated Capital Advisors held 14 shares of Unilever worth $842 as of Q2 2026.
  • Elevated Capital Advisors left its Unilever share count unchanged in Q2 2026.
  • Unilever made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #757 holding.
  • Elevated Capital Advisors first reported a position in Unilever in Q4 2025 and has held it in 3 quarters since.
  • Elevated Capital Advisors's Unilever position peaked at $916 in Q4 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.