FLC Capital Advisors’s Unilever UL Stock Holding History

FLC Capital 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	$420K	Sell	6,993 -3,555	-34%	-$206K	0.07%	146
2026 Q1	$601K	Hold	10,548	–	–	0.11%	118
2025 Q4	$690K	Sell	10,548 -6	-0.1%	-$403	0.13%	101
2025 Q3	$704K	Hold	10,554	–	–	0.14%	94
2025 Q2	$726K	Sell	10,554 -378	-3%	-$26.5K	0.15%	88
2025 Q1	$732K	Hold	10,932	–	–	0.16%	87
2024 Q4	$697K	Sell	10,932 -412	-4%	-$27.8K	0.16%	88
2024 Q3	$829K	Hold	11,344	–	–	0.19%	74
2024 Q2	$702K	Hold	11,344	–	–	0.17%	78
2024 Q1	$641K	Hold	11,344	–	–	0.16%	80
2023 Q4	$619K	Buy	11,344 +1,442	+15%	+$77.8K	0.17%	84
2023 Q3	$550K	Sell	9,902 -2,901	-23%	-$168K	0.17%	83
2023 Q2	$751K	Hold	12,803	–	–	0.22%	68
2023 Q1	$748K	Hold	12,803	–	–	0.23%	67
2022 Q4	$725K	Buy	12,803 +365	+3%	+$19.5K	0.23%	70
2022 Q3	$613K	Buy	12,438 +3,769	+43%	+$197K	0.21%	81
2022 Q2	$447K	Buy	+8,669	New	+$442K	0.15%	108

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

FLC Capital Advisors's UL Position: Q2 2026 in Review

FLC Capital Advisors reduced its Unilever (UL) stake by 34% in Q2 2026, selling an estimated $206K and leaving 6,993 shares worth $420K. The position accounts for 0.07% of the portfolio, ranked #146.

FLC Capital Advisors first reported a position in UL in Q2 2022 and has held it in 17 quarters since. The position peaked at $829K in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

FLC Capital Advisors held 6,993 shares of Unilever worth $420K as of Q2 2026.
FLC Capital Advisors sold 3,555 Unilever shares in Q2 2026, an estimated $206K.
Unilever made up 0.07% of FLC Capital Advisors's portfolio in Q2 2026, its #146 holding.
FLC Capital Advisors first reported a position in Unilever in Q2 2022 and has held it in 17 quarters since.
FLC Capital Advisors's Unilever position peaked at $829K in Q3 2024.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.