Financial Engines Advisors’s Unilever UL Stock Holding History

Financial Engines 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 Q1	$250K	Buy	4,381 +117	+3%	+$7.84K	﹤0.01%	492
2025 Q4	$279K	Sell	4,264 -114	-3%	-$7.66K	﹤0.01%	479
2025 Q3	$292K	Buy	4,378 +200	+5%	+$13.8K	﹤0.01%	476
2025 Q2	$287K	Buy	+4,178	New	+$293K	﹤0.01%	457
2018 Q1	–	Sell	-39	Closed	-$2K	–	227
2017 Q4	$2K	Buy	+39	New	+$2.47K	﹤0.01%	158

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

Financial Engines Advisors's UL Position: Q1 2026 in Review

Financial Engines Advisors increased its Unilever (UL) stake by 2.7% in Q1 2026, buying an estimated $7.84K and bringing the position to 4,381 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Financial Engines Advisors first reported a position in UL in Q4 2017 and has held it in 5 quarters since. The position peaked at $292K in Q3 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Financial Engines Advisors held 4,381 shares of Unilever worth $250K as of Q1 2026.
Financial Engines Advisors bought 117 Unilever shares in Q1 2026, an estimated $7.84K.
Unilever made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #492 holding.
Financial Engines Advisors first reported a position in Unilever in Q4 2017 and has held it in 5 quarters since.
Financial Engines Advisors's Unilever position peaked at $292K in Q3 2025.
1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.