Envestnet Portfolio Solutions’s Unilever UL Stock Holding History

Envestnet Portfolio Solutions’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	$2.33M	Sell	38,745 -2,046	-5%	-$118K	0.01%	465
2026 Q1	$2.32M	Sell	40,791 -14,318	-26%	-$960K	0.01%	425
2025 Q4	$3.6M	Buy	55,109 +23,949	+77%	+$1.61M	0.01%	428
2025 Q3	$2.08M	Sell	31,160 -43,644	-58%	-$3.01M	0.01%	517
2025 Q2	$5.15M	Sell	74,804 -31,358	-30%	-$2.2M	0.02%	355
2025 Q1	$7.11M	Sell	106,162 -36,535	-26%	-$2.36M	0.03%	285
2024 Q4	$9.1M	Buy	142,697 +8,525	+6%	+$576K	0.03%	267
2024 Q3	$9.81M	Buy	134,172 +1,784	+1%	+$123K	0.03%	247
2024 Q2	$8.19M	Sell	132,388 -10,636	-7%	-$629K	0.03%	272
2024 Q1	$8.08M	Sell	143,024 -16,593	-10%	-$919K	0.03%	273
2023 Q4	$8.71M	Sell	159,617 -19,115	-11%	-$1.03M	0.04%	223
2023 Q3	$9.93M	Buy	+178,732	New	+$10.3M	0.05%	190

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

Envestnet Portfolio Solutions's UL Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Unilever (UL) stake by 5% in Q2 2026, selling an estimated $118K and leaving 38,745 shares worth $2.33M. The position accounts for 0.01% of the portfolio, ranked #465.

Envestnet Portfolio Solutions first reported a position in UL in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.93M in Q3 2023. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Envestnet Portfolio Solutions held 38,745 shares of Unilever worth $2.33M as of Q2 2026.
Envestnet Portfolio Solutions sold 2,046 Unilever shares in Q2 2026, an estimated $118K.
Unilever made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #465 holding.
Envestnet Portfolio Solutions first reported a position in Unilever in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Unilever position peaked at $9.93M in Q3 2023.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.