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 Q2	$298K	Buy	4,965 +584	+13%	+$33.8K	﹤0.01%	496
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 $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 22.9% 1-Year Est. Return

Financial Engines Advisors's UL Position: Q2 2026 in Review

Financial Engines Advisors increased its Unilever (UL) stake by 13% in Q2 2026, buying an estimated $33.8K and bringing the position to 4,965 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Financial Engines Advisors first reported a position in UL in Q4 2017 and has held it in 6 quarters since. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Financial Engines Advisors held 4,965 shares of Unilever worth $298K as of Q2 2026.
Financial Engines Advisors bought 584 Unilever shares in Q2 2026, an estimated $33.8K.
Unilever made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #496 holding.
Financial Engines Advisors first reported a position in Unilever in Q4 2017 and has held it in 6 quarters since.
1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.