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Innovative Asset Advisors Group’s Unilever UL Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-911
Closed -$52.4K – 982
2026
Q1 		$52.4K Buy
+911
New +$61.1K 0.03% 299

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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
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Innovative Asset Advisors Group's UL Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Unilever (UL) in Q2 2026, closing a stake of 911 shares — an estimated $52.4K sold.

Innovative Asset Advisors Group first reported a position in UL in Q1 2026 and held it in 1 quarter. The position peaked at $52.4K in Q1 2026. 1,145 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Unilever position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 911 Unilever shares in Q2 2026, an estimated $52.4K.
  • Innovative Asset Advisors Group first reported a position in Unilever in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Unilever position peaked at $52.4K in Q1 2026.
  • 1,145 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.