Glass Jacobson Investment Advisors’s Unilever UL Stock Holding History

Glass Jacobson 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	$6.61K	Hold	110	–	–	﹤0.01%	495
2026 Q1	$6.27K	Hold	110	–	–	﹤0.01%	489
2025 Q4	$7.19K	Hold	110	–	–	﹤0.01%	473
2025 Q3	$7.35K	Hold	110	–	–	﹤0.01%	469
2025 Q2	$7.59K	Sell	110 -47	-30%	-$3.3K	﹤0.01%	446
2025 Q1	$10K	Hold	157	–	–	﹤0.01%	594
2024 Q4	$10K	Buy	157 +47	+43%	+$3.17K	﹤0.01%	594
2024 Q3	$8.06K	Hold	110	–	–	﹤0.01%	590
2024 Q2	$6.82K	Hold	110	–	–	﹤0.01%	596
2024 Q1	$6.22K	Hold	110	–	–	﹤0.01%	604
2023 Q4	$6.01K	Buy	110 +83	+307%	+$4.48K	﹤0.01%	575
2023 Q3	$1.48K	Hold	27	–	–	﹤0.01%	663
2023 Q2	$1.56K	Buy	+27	New	+$1.6K	﹤0.01%	669
2022 Q4	$1.51K	Buy	+27	New	+$1.45K	﹤0.01%	697

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

Glass Jacobson Investment Advisors's UL Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its Unilever (UL) position steady in Q2 2026 at 110 shares worth $6.61K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Glass Jacobson Investment Advisors first reported a position in UL in Q4 2022 and has held it in 14 quarters since. The position peaked at $10K in Q1 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Glass Jacobson Investment Advisors held 110 shares of Unilever worth $6.61K as of Q2 2026.
Glass Jacobson Investment Advisors left its Unilever share count unchanged in Q2 2026.
Unilever made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #495 holding.
Glass Jacobson Investment Advisors first reported a position in Unilever in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's Unilever position peaked at $10K in Q1 2025.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.