FWA
UL icon

Flagship Wealth Advisors’s Unilever UL Stock Holding History

Flagship Wealth 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 		$57.2K Sell
952
-119
-11% -$6.88K 0.01% 256
2026
Q1 		$65.5K Buy
1,071
+107
+11% +$7.17K 0.03% 174
2025
Q4 		$63K Hold
964
– – 0.02% 201
2025
Q3 		$64.3K Buy
964
+12
+1% +$828 0.02% 201
2025
Q2 		$65.5K Hold
952
– – 0.02% 186
2025
Q1 		$63.8K Hold
952
– – 0.03% 186
2024
Q4 		$60.7K Buy
+952
New +$64.3K 0.04% 174

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

Flagship Wealth Advisors's UL Position: Q2 2026 in Review

Flagship Wealth Advisors reduced its Unilever (UL) stake by 11% in Q2 2026, selling an estimated $6.88K and leaving 952 shares worth $57.2K. The position accounts for 0.01% of the portfolio, ranked #256.

Flagship Wealth Advisors first reported a position in UL in Q4 2024 and has held it in 7 quarters since. The position peaked at $65.5K in Q1 2026. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Flagship Wealth Advisors held 952 shares of Unilever worth $57.2K as of Q2 2026.
  • Flagship Wealth Advisors sold 119 Unilever shares in Q2 2026, an estimated $6.88K.
  • Unilever made up 0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #256 holding.
  • Flagship Wealth Advisors first reported a position in Unilever in Q4 2024 and has held it in 7 quarters since.
  • Flagship Wealth Advisors's Unilever position peaked at $65.5K in Q1 2026.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.