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Independence Wealth Advisors (Ohio)’s Unilever UL Stock Holding History

Independence Wealth Advisors (Ohio)’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 		$255K Buy
4,236
+662
+19% +$38.3K 0.13% 77
2026
Q1 		$204K Buy
+3,574
New +$240K 0.11% 90

Other funds holding UL

Wellington Management Group
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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

Independence Wealth Advisors (Ohio)'s UL Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) increased its Unilever (UL) stake by 19% in Q2 2026, buying an estimated $38.3K and bringing the position to 4,236 shares worth $255K. The position accounts for 0.13% of the portfolio, ranked #77.

Independence Wealth Advisors (Ohio) first reported a position in UL in Q1 2026 and has held it in 2 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Independence Wealth Advisors (Ohio) held 4,236 shares of Unilever worth $255K as of Q2 2026.
  • Independence Wealth Advisors (Ohio) bought 662 Unilever shares in Q2 2026, an estimated $38.3K.
  • Unilever made up 0.13% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #77 holding.
  • Independence Wealth Advisors (Ohio) first reported a position in Unilever in Q1 2026 and has held it in 2 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.