IFG Advisory’s Unilever UL Stock Holding History

IFG Advisory’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	$321K	Buy	5,340 +4,824	+935%	+$279K	0.01%	725
2026 Q1	$29.4K	Sell	516 -3,601	-87%	-$241K	0.08%	173
2025 Q4	$269K	Buy	4,117 +443	+12%	+$29.8K	0.01%	662
2025 Q3	$245K	Sell	3,674 -369	-9%	-$25.5K	0.01%	688
2025 Q2	$278K	Sell	4,043 -1	-0%	-$70	0.01%	630
2025 Q1	$271K	Sell	4,044 -61	-1%	-$3.94K	0.02%	589
2024 Q4	$262K	Buy	+4,105	New	+$277K	0.01%	566
2024 Q3	–	Sell	-5,197	Closed	-$322K	–	604
2024 Q2	$322K	Buy	+5,197	New	+$307K	0.02%	497
2024 Q1	–	Sell	-4,338	Closed	-$237K	–	566
2023 Q4	$237K	Buy	4,338 +365	+9%	+$19.7K	0.02%	524
2023 Q3	$221K	Sell	3,973 -5,823	-59%	-$337K	0.02%	501
2023 Q2	$575K	Buy	9,796 +971	+11%	+$57.7K	0.05%	265
2023 Q1	$516K	Sell	8,825 -398	-4%	-$22.6K	0.05%	314
2022 Q4	$522K	Buy	9,223 +4,983	+118%	+$267K	0.05%	301
2022 Q3	$209K	Buy	+4,240	New	+$222K	0.02%	485
2019 Q3	–	Sell	-3,040	Closed	-$211K	–	450
2019 Q2	$211K	Buy	+3,040	New	+$206K	0.04%	324

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

IFG Advisory's UL Position: Q2 2026 in Review

IFG Advisory increased its Unilever (UL) stake by 935% in Q2 2026, buying an estimated $279K and bringing the position to 5,340 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #725.

IFG Advisory first reported a position in UL in Q2 2019 and has held it in 15 quarters since. The position peaked at $575K in Q2 2023. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

IFG Advisory held 5,340 shares of Unilever worth $321K as of Q2 2026.
IFG Advisory bought 4,824 Unilever shares in Q2 2026, an estimated $279K.
Unilever made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #725 holding.
IFG Advisory first reported a position in Unilever in Q2 2019 and has held it in 15 quarters since.
IFG Advisory's Unilever position peaked at $575K in Q2 2023.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.