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Intrua Financial’s Unilever UL Stock Holding History

Intrua Financial’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 		$444K Buy
7,384
+2,131
+41% +$123K 0.04% 307
2026
Q1 		$299K Sell
5,253
-655
-11% -$43.9K 0.03% 367
2025
Q4 		$386K Buy
5,908
+698
+13% +$46.9K 0.04% 307
2025
Q3 		$347K Buy
5,210
+1,127
+28% +$77.8K 0.04% 320
2025
Q2 		$281K Sell
4,083
-260
-6% -$18.2K 0.04% 297
2025
Q1 		$291K Buy
4,343
+11
+0.3% +$710 0.04% 286
2024
Q4 		$276K Sell
4,332
-81
-2% -$5.47K 0.04% 286
2024
Q3 		$323K Sell
4,413
-859
-16% -$59.4K 0.05% 291
2024
Q2 		$326K Sell
5,272
-3,017
-36% -$178K 0.05% 292
2024
Q1 		$468K Sell
8,289
-239
-3% -$13.2K 0.07% 249
2023
Q4 		$465K Sell
8,528
-517
-6% -$27.9K 0.07% 238
2023
Q3 		$503K Buy
9,045
+326
+4% +$18.8K 0.09% 191
2023
Q2 		$511K Buy
8,719
+951
+12% +$56.5K 0.09% 197
2023
Q1 		$474K Buy
7,768
+2,012
+35% +$114K 0.1% 189
2022
Q4 		$326K Sell
5,756
-6,114
-52% -$327K 0.08% 243
2022
Q3 		$585K Sell
11,870
-293
-2% -$15.3K 0.16% 144
2022
Q2 		$627K Buy
12,163
+738
+6% +$37.6K 0.13% 165
2022
Q1 		$586K Buy
11,425
+4,134
+57% +$230K 0.1% 201
2021
Q4 		$441K Buy
7,291
+755
+12% +$44.8K 0.08% 240
2021
Q3 		$394K Buy
6,536
+1,928
+42% +$123K 0.07% 250
2021
Q2 		$297K Sell
4,608
-1,942
-30% -$129K 0.07% 228
2021
Q1 		$416K Sell
6,550
-1,788
-21% -$114K 0.11% 181
2020
Q4 		$566K Buy
8,338
+1,860
+29% +$126K 0.25% 82
2020
Q3 		$457K Buy
6,478
+234
+4% +$15.6K 0.22% 99
2020
Q2 		$421K Buy
+6,244
New +$373K 0.16% 132

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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

Intrua Financial's UL Position: Q2 2026 in Review

Intrua Financial increased its Unilever (UL) stake by 41% in Q2 2026, buying an estimated $123K and bringing the position to 7,384 shares worth $444K. The position accounts for 0.04% of the portfolio, ranked #307.

Intrua Financial first reported a position in UL in Q2 2020 and has held it in 25 quarters since. The position peaked at $627K in Q2 2022. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Intrua Financial held 7,384 shares of Unilever worth $444K as of Q2 2026.
  • Intrua Financial bought 2,131 Unilever shares in Q2 2026, an estimated $123K.
  • Unilever made up 0.04% of Intrua Financial's portfolio in Q2 2026, its #307 holding.
  • Intrua Financial first reported a position in Unilever in Q2 2020 and has held it in 25 quarters since.
  • Intrua Financial's Unilever position peaked at $627K in Q2 2022.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.