Insigneo Advisory Services’s Unilever UL Stock Holding History

Insigneo Advisory Services’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	$706K	Sell	11,738 -1,034	-8%	-$59.8K	0.03%	391
2026 Q1	$728K	Buy	12,772 +2,236	+21%	+$150K	0.05%	274
2025 Q4	$689K	Buy	10,536 +944	+10%	+$63.4K	0.05%	286
2025 Q3	$640K	Buy	9,592 +1,267	+15%	+$87.4K	0.04%	305
2025 Q2	$573K	Buy	8,325 +220	+3%	+$15.4K	0.05%	302
2025 Q1	$543K	Sell	8,105 -6,113	-43%	-$394K	0.06%	279
2024 Q4	$907K	Buy	14,218 +1,547	+12%	+$104K	0.09%	177
2024 Q3	$926K	Sell	12,671 -3,162	-20%	-$219K	0.09%	183
2024 Q2	$1.08M	Sell	15,833 -5,187	-25%	-$307K	0.12%	160
2024 Q1	$1.19M	Buy	21,020 +255	+1%	+$14.1K	0.14%	140
2023 Q4	$1.13M	Sell	20,765 -359	-2%	-$19.4K	0.16%	129
2023 Q3	$1.17M	Sell	21,124 -390	-2%	-$22.5K	0.24%	92
2023 Q2	$1.26M	Buy	21,514 +5,823	+37%	+$346K	0.24%	89
2023 Q1	$917K	Buy	15,691 +7,103	+83%	+$404K	0.29%	70
2022 Q4	$486K	Buy	+8,588	New	+$460K	0.18%	119

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 22.9% 1-Year Est. Return

Insigneo Advisory Services's UL Position: Q2 2026 in Review

Insigneo Advisory Services reduced its Unilever (UL) stake by 8.1% in Q2 2026, selling an estimated $59.8K and leaving 11,738 shares worth $706K. The position accounts for 0.03% of the portfolio, ranked #391.

Insigneo Advisory Services first reported a position in UL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.26M in Q2 2023. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Insigneo Advisory Services held 11,738 shares of Unilever worth $706K as of Q2 2026.
Insigneo Advisory Services sold 1,034 Unilever shares in Q2 2026, an estimated $59.8K.
Unilever made up 0.03% of Insigneo Advisory Services's portfolio in Q2 2026, its #391 holding.
Insigneo Advisory Services first reported a position in Unilever in Q4 2022 and has held it in 15 quarters since.
Insigneo Advisory Services's Unilever position peaked at $1.26M in Q2 2023.
1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

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