HIW
UL icon

Holos Integrated Wealth’s Unilever UL Stock Holding History

Holos Integrated Wealth’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 		$4.33K Hold
69
– – ﹤0.01% 309
2026
Q1 		$3.84K Hold
69
– – ﹤0.01% 313
2025
Q4 		$4.49K Hold
69
– – ﹤0.01% 244
2025
Q3 		$4.71K Hold
69
– – ﹤0.01% 236
2025
Q2 		$4.76K Hold
69
– – ﹤0.01% 234
2025
Q1 		$4.64K Hold
69
– – ﹤0.01% 236
2024
Q4 		$4.42K Buy
+69
New +$4.66K ﹤0.01% 238

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

Holos Integrated Wealth's UL Position: Q2 2026 in Review

Holos Integrated Wealth held its Unilever (UL) position steady in Q2 2026 at 69 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Holos Integrated Wealth first reported a position in UL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.76K in Q2 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Holos Integrated Wealth held 69 shares of Unilever worth $4.33K as of Q2 2026.
  • Holos Integrated Wealth left its Unilever share count unchanged in Q2 2026.
  • Unilever made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #309 holding.
  • Holos Integrated Wealth first reported a position in Unilever in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Unilever position peaked at $4.76K in Q2 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.