Focus Partners Advisor Solutions’s Unilever UL Stock Holding History

Focus Partners Advisor 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	$638K	Buy	10,610 +1,109	+12%	+$64.1K	0.01%	722
2026 Q1	$541K	Sell	9,501 -1,002	-10%	-$67.2K	0.01%	758
2025 Q4	$687K	Buy	10,503 +417	+4%	+$28K	0.01%	611
2025 Q3	$678K	Sell	10,086 -265	-3%	-$18.3K	0.01%	651
2025 Q2	$712K	Sell	10,351 -287	-3%	-$20.1K	0.01%	550
2025 Q1	$713K	Buy	10,638 +3,991	+60%	+$257K	0.01%	478
2024 Q4	$424K	Buy	6,647 +2,085	+46%	+$141K	0.01%	513
2024 Q3	$333K	Buy	4,562 +453	+11%	+$31.3K	0.01%	538
2024 Q2	$254K	Sell	4,109 -3,001	-42%	-$177K	0.01%	532
2024 Q1	$401K	Buy	+7,110	New	+$394K	0.01%	403

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

Focus Partners Advisor Solutions's UL Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Unilever (UL) stake by 12% in Q2 2026, buying an estimated $64.1K and bringing the position to 10,610 shares worth $638K. The position accounts for 0.01% of the portfolio, ranked #722.

Focus Partners Advisor Solutions first reported a position in UL in Q1 2024 and has held it in 10 quarters since. The position peaked at $713K in Q1 2025. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Focus Partners Advisor Solutions held 10,610 shares of Unilever worth $638K as of Q2 2026.
Focus Partners Advisor Solutions bought 1,109 Unilever shares in Q2 2026, an estimated $64.1K.
Unilever made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #722 holding.
Focus Partners Advisor Solutions first reported a position in Unilever in Q1 2024 and has held it in 10 quarters since.
Focus Partners Advisor Solutions's Unilever position peaked at $713K in Q1 2025.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.