Empower Advisory Group
UL icon

Empower Advisory Group’s Unilever UL Stock Holding History

Empower Advisory Group’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 		– Sell
-4,315
Closed -$246K – 552
2026
Q1 		$246K Buy
+4,315
New +$289K ﹤0.01% 454
2025
Q4 		– Sell
-4,476
Closed -$299K – 550
2025
Q3 		$299K Buy
4,476
+238
+6% +$16.4K ﹤0.01% 431
2025
Q2 		$292K Buy
4,238
+107
+3% +$7.51K ﹤0.01% 413
2025
Q1 		$277K Buy
4,131
+138
+3% +$8.9K ﹤0.01% 412
2024
Q4 		$255K Sell
3,993
-8
-0.2% -$540 ﹤0.01% 437
2024
Q3 		$292K Sell
4,001
-602
-13% -$41.6K ﹤0.01% 408
2024
Q2 		$285K Sell
4,603
-2,320
-34% -$137K ﹤0.01% 407
2024
Q1 		$391K Buy
6,923
+955
+16% +$52.9K ﹤0.01% 350
2023
Q4 		$325K Buy
5,968
+158
+3% +$8.52K ﹤0.01% 377
2023
Q3 		$323K Sell
5,810
-121
-2% -$6.99K ﹤0.01% 361
2023
Q2 		$348K Sell
5,931
-14
-0.2% -$831 ﹤0.01% 359
2023
Q1 		$352K Buy
+5,945
New +$338K ﹤0.01% 355

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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

Empower Advisory Group's UL Position: Q2 2026 in Review

Empower Advisory Group sold out of Unilever (UL) in Q2 2026, closing a stake of 4,315 shares — an estimated $246K sold.

Empower Advisory Group first reported a position in UL in Q1 2023 and held it in 12 quarters. The position peaked at $391K in Q1 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Empower Advisory Group reported no remaining Unilever position as of Q2 2026 after selling out during the quarter.
  • Empower Advisory Group sold 4,315 Unilever shares in Q2 2026, an estimated $246K.
  • Empower Advisory Group first reported a position in Unilever in Q1 2023 and held it in 12 quarters.
  • Empower Advisory Group's Unilever position peaked at $391K in Q1 2024.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.