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Foundations Investment Advisors’s Unilever UL Stock Holding History

Foundations Investment 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 		$261K Buy
4,340
+14
+0.3% +$809 ﹤0.01% 1028
2026
Q1 		$246K Buy
4,326
+538
+14% +$36.1K ﹤0.01% 997
2025
Q4 		$248K Sell
3,788
-1,305
-26% -$87.7K ﹤0.01% 969
2025
Q3 		$340K Sell
5,093
-592
-10% -$40.9K ﹤0.01% 798
2025
Q2 		$391K Buy
5,685
+213
+4% +$14.9K 0.01% 652
2025
Q1 		$367K Sell
5,472
-812
-13% -$52.4K 0.01% 653
2024
Q4 		$401K Buy
6,284
+941
+18% +$63.5K 0.01% 591
2024
Q3 		$390K Buy
5,343
+232
+5% +$16K 0.01% 575
2024
Q2 		$316K Sell
5,111
-40
-0.8% -$2.36K 0.01% 597
2024
Q1 		$291K Buy
5,151
+704
+16% +$39K 0.01% 584
2023
Q4 		$248K Sell
4,447
-58,830
-93% -$3.17M 0.01% 597
2023
Q3 		$3.52M Sell
63,277
-3,203
-5% -$185K 0.11% 149
2023
Q2 		$3.9M Sell
66,480
-1,864
-3% -$111K 0.13% 115
2023
Q1 		$3.99M Buy
68,344
+50,702
+287% +$2.88M 0.14% 98
2022
Q4 		$999K Buy
17,642
+6,121
+53% +$328K 0.04% 200
2022
Q3 		$568K Buy
+11,521
New +$602K 0.02% 218
2019
Q4 		– Sell
-3,854
Closed -$258K – 140
2019
Q3 		$258K Buy
3,854
+106
+3% +$7.34K 0.03% 110
2019
Q2 		$269K Buy
3,748
+236
+7% +$16K 0.04% 102
2019
Q1 		$228K Buy
3,512
+25
+0.7% +$1.52K 0.04% 88
2018
Q4 		$215K Sell
3,487
-96
-3% -$5.79K 0.05% 93
2018
Q3 		$222K Buy
3,583
+69
+2% +$4.35K 0.05% 92
2018
Q2 		$219K Buy
+3,514
New +$218K 0.06% 83

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

Foundations Investment Advisors's UL Position: Q2 2026 in Review

Foundations Investment Advisors increased its Unilever (UL) stake by 0.32% in Q2 2026, buying an estimated $809 and bringing the position to 4,340 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Foundations Investment Advisors first reported a position in UL in Q2 2018 and has held it in 22 quarters since. The position peaked at $3.99M in Q1 2023. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Foundations Investment Advisors held 4,340 shares of Unilever worth $261K as of Q2 2026.
  • Foundations Investment Advisors bought 14 Unilever shares in Q2 2026, an estimated $809.
  • Unilever made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1028 holding.
  • Foundations Investment Advisors first reported a position in Unilever in Q2 2018 and has held it in 22 quarters since.
  • Foundations Investment Advisors's Unilever position peaked at $3.99M in Q1 2023.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

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