Frazier Financial Advisors’s Unilever UL Stock Holding History

Frazier Financial 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	$28.6K	Sell	475 -170	-26%	-$9.83K	0.01%	258
2026 Q1	$36.7K	Buy	645 +453	+236%	+$30.4K	0.02%	228
2025 Q4	$12.6K	Buy	192 +29	+18%	+$1.95K	0.01%	325
2025 Q3	$10.8K	Hold	163	–	–	0.01%	340
2025 Q2	$11.2K	Hold	163	–	–	0.01%	338
2025 Q1	$10.9K	Hold	163	–	–	0.01%	319
2024 Q4	$10.4K	Sell	163 -56	-26%	-$3.78K	0.01%	333
2024 Q3	$16K	Sell	219 -124	-36%	-$8.57K	0.01%	288
2024 Q2	$21.2K	Buy	343 +19	+6%	+$1.12K	0.02%	279
2024 Q1	$18.3K	Buy	324 +72	+29%	+$3.99K	0.02%	282
2023 Q4	$13.8K	Buy	+252	New	+$13.6K	0.01%	292

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

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

Frazier Financial Advisors reduced its Unilever (UL) stake by 26% in Q2 2026, selling an estimated $9.83K and leaving 475 shares worth $28.6K. The position accounts for 0.01% of the portfolio, ranked #258.

Frazier Financial Advisors first reported a position in UL in Q4 2023 and has held it in 11 quarters since. The position peaked at $36.7K in Q1 2026. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Frazier Financial Advisors held 475 shares of Unilever worth $28.6K as of Q2 2026.
Frazier Financial Advisors sold 170 Unilever shares in Q2 2026, an estimated $9.83K.
Unilever made up 0.01% of Frazier Financial Advisors's portfolio in Q2 2026, its #258 holding.
Frazier Financial Advisors first reported a position in Unilever in Q4 2023 and has held it in 11 quarters since.
Frazier Financial Advisors's Unilever position peaked at $36.7K in Q1 2026.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.