IFP Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.02M | Buy |
66,896
+5,984
| +10% | +$346K | 0.07% | 300 |
|
|
2026
Q1 | $3.47M | Sell |
60,912
-51,494
| -46% | -$3.45M | 0.07% | 305 |
|
|
2025
Q4 | $6.75M | Buy |
112,406
+59,094
| +111% | +$3.97M | 0.15% | 139 |
|
|
2025
Q3 | $3.56M | Buy |
53,312
+364
| +0.7% | +$25.1K | 0.09% | 236 |
|
|
2025
Q2 | $3.64M | Sell |
52,948
-1,247
| -2% | -$87.5K | 0.1% | 216 |
|
|
2025
Q1 | $3.63M | Buy |
54,195
+11,772
| +28% | +$759K | 0.11% | 203 |
|
|
2024
Q4 | $2.71M | Buy |
42,423
+37,878
| +833% | +$2.56M | 0.09% | 257 |
|
|
2024
Q3 | $332K | Buy |
4,545
+265
| +6% | +$18.3K | 0.01% | 858 |
|
|
2024
Q2 | $265K | Buy |
4,280
+338
| +9% | +$20K | 0.01% | 896 |
|
|
2024
Q1 | $223K | Sell |
3,942
-315
| -7% | -$17.5K | 0.01% | 954 |
|
|
2023
Q4 | $232K | Sell |
4,257
-618
| -13% | -$33.3K | 0.01% | 882 |
|
|
2023
Q3 | $271K | Sell |
4,875
-403
| -8% | -$23.3K | 0.01% | 825 |
|
|
2023
Q2 | $310K | Buy |
5,278
+348
| +7% | +$20.7K | 0.01% | 830 |
|
|
2023
Q1 | $205K | Sell |
4,930
-6,835
| -58% | -$388K | 0.01% | 935 |
|
|
2022
Q4 | $504K | Sell |
11,765
-65
| -0.5% | -$3.48K | 0.01% | 896 |
|
|
2022
Q3 | $515K | Buy |
11,830
+3,042
| +35% | +$159K | 0.01% | 919 |
|
|
2022
Q2 | $374K | Hold |
8,788
| – | – | 0.01% | 971 |
|
|
2022
Q1 | $374K | Buy |
8,788
+5,739
| +188% | +$319K | 0.01% | 971 |
|
|
2021
Q4 | $184K | Buy |
3,049
+29
| +1% | +$1.72K | ﹤0.01% | 988 |
|
|
2021
Q3 | $184K | Buy |
3,020
+1,493
| +98% | +$95.1K | ﹤0.01% | 998 |
|
|
2021
Q2 | $101K | Buy |
1,527
+87
| +6% | +$5.79K | ﹤0.01% | 1240 |
|
|
2021
Q1 | $90K | Sell |
1,440
-1,878
| -57% | -$120K | ﹤0.01% | 1219 |
|
|
2020
Q4 | $225K | Buy |
3,318
+714
| +27% | +$48.4K | 0.01% | 752 |
|
|
2020
Q3 | $181K | Sell |
2,604
-436
| -14% | -$29.1K | 0.01% | 741 |
|
|
2020
Q2 | $190K | Buy |
3,040
+352
| +13% | +$21K | 0.02% | 690 |
|
|
2020
Q1 | $148K | Buy |
2,688
+596
| +28% | +$37.4K | 0.01% | 682 |
|
|
2019
Q4 | $136K | Buy |
2,092
+255
| +14% | +$16.9K | 0.01% | 794 |
|
|
2019
Q3 | $125K | Buy |
+1,837
| New | +$127K | 0.01% | 955 |
|
|
2019
Q1 | $203K | Sell |
3,022
-2,127
| -41% | -$130K | 0.03% | 466 |
|
|
2018
Q4 | $301K | Sell |
5,149
-1,658
| -24% | -$99.9K | 0.02% | 713 |
|
|
2018
Q3 | $421K | Sell |
6,807
-404
| -6% | -$25.5K | 0.02% | 747 |
|
|
2018
Q2 | $448K | Sell |
7,211
-822
| -10% | -$51.1K | 0.02% | 701 |
|
|
2018
Q1 | $500K | Hold |
8,033
| – | – | 0.02% | 627 |
|
|
2017
Q4 | $500K | Sell |
8,033
-1,592
| -17% | -$101K | 0.02% | 627 |
|
|
2017
Q3 | $628K | Buy |
9,625
+1,249
| +15% | +$80.3K | 0.02% | 602 |
|
|
2017
Q2 | $510K | Buy |
8,376
+1,108
| +15% | +$66.1K | 0.02% | 672 |
|
|
2017
Q1 | $403K | Sell |
7,268
-2,922
| -29% | -$148K | 0.02% | 775 |
|
|
2016
Q4 | $467K | Sell |
10,190
-328
| -3% | -$15.3K | 0.02% | 644 |
|
|
2016
Q3 | $561K | Sell |
10,518
-304
| -3% | -$16.1K | 0.03% | 519 |
|
|
2016
Q2 | $583K | Buy |
10,822
+7,800
| +258% | +$400K | 0.03% | 498 |
|
|
2016
Q1 | $203K | Sell |
3,022
-3,526
| -54% | -$172K | 0.03% | 466 |
|
|
2015
Q4 | $318K | Buy |
+6,548
| New | +$319K | 0.02% | 635 |
|
Other funds holding UL
IFP Advisors's UL Position: Q2 2026 in Review
IFP Advisors increased its Unilever (UL) stake by 9.8% in Q2 2026, buying an estimated $346K and bringing the position to 66,896 shares worth $4.02M. The position accounts for 0.07% of the portfolio, ranked #300.
IFP Advisors first reported a position in UL in Q4 2015 and has held it in 42 quarters since. The position peaked at $6.75M in Q4 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.
- IFP Advisors held 66,896 shares of Unilever worth $4.02M as of Q2 2026.
- IFP Advisors bought 5,984 Unilever shares in Q2 2026, an estimated $346K.
- Unilever made up 0.07% of IFP Advisors's portfolio in Q2 2026, its #300 holding.
- IFP Advisors first reported a position in Unilever in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Unilever position peaked at $6.75M in Q4 2025.
- 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.