IWA
UL icon

Icon Wealth Advisors’s Unilever UL Stock Holding History

Icon Wealth 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 		$238K Sell
3,963
-2,904
-42% -$168K 0.01% 377
2026
Q1 		$391K Sell
6,867
-438
-6% -$29.4K 0.03% 286
2025
Q4 		$478K Buy
7,305
+355
+5% +$23.9K 0.03% 256
2025
Q3 		$464K Buy
6,950
+64
+0.9% +$4.42K 0.03% 256
2025
Q2 		$474K Buy
6,886
+35
+0.5% +$2.46K 0.03% 250
2025
Q1 		$459K Sell
6,851
-638
-9% -$41.2K 0.04% 223
2024
Q4 		$478K Sell
7,489
-421
-5% -$28.4K 0.04% 219
2024
Q3 		$578K Buy
7,910
+514
+7% +$35.5K 0.05% 195
2024
Q2 		$511K Buy
7,396
+930
+14% +$55K 0.05% 205
2024
Q1 		$365K Buy
6,466
+486
+8% +$26.9K 0.03% 244
2023
Q4 		$326K Buy
+5,980
New +$323K 0.03% 252
2022
Q4 		$355K Buy
6,260
+459
+8% +$24.6K 0.04% 225
2022
Q3 		$286K Buy
+5,801
New +$303K 0.03% 249

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

Icon Wealth Advisors's UL Position: Q2 2026 in Review

Icon Wealth Advisors reduced its Unilever (UL) stake by 42% in Q2 2026, selling an estimated $168K and leaving 3,963 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #377.

Icon Wealth Advisors first reported a position in UL in Q3 2022 and has held it in 13 quarters since. The position peaked at $578K in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Icon Wealth Advisors held 3,963 shares of Unilever worth $238K as of Q2 2026.
  • Icon Wealth Advisors sold 2,904 Unilever shares in Q2 2026, an estimated $168K.
  • Unilever made up 0.01% of Icon Wealth Advisors's portfolio in Q2 2026, its #377 holding.
  • Icon Wealth Advisors first reported a position in Unilever in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's Unilever position peaked at $578K in Q3 2024.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.