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Invested Advisors’s Unilever UL Stock Holding History

Invested Advisors’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 		$237K Sell
3,937
-54
-1% -$3.12K 0.21% 131
2026
Q1 		$227K Buy
3,991
+4
+0.1% +$268 0.23% 121
2025
Q4 		$261K Buy
3,987
+606
+18% +$40.7K 0.27% 101
2025
Q3 		$214K Buy
+3,381
New +$233K 0.31% 97

Other funds holding UL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Invested Advisors's UL Position: Q2 2026 in Review

Invested Advisors reduced its Unilever (UL) stake by 1.4% in Q2 2026, selling an estimated $3.12K and leaving 3,937 shares worth $237K. The position accounts for 0.21% of the portfolio, ranked #131.

Invested Advisors first reported a position in UL in Q3 2025 and has held it in 4 quarters since. The position peaked at $261K in Q4 2025. 649 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Invested Advisors held 3,937 shares of Unilever worth $237K as of Q2 2026.
  • Invested Advisors sold 54 Unilever shares in Q2 2026, an estimated $3.12K.
  • Unilever made up 0.21% of Invested Advisors's portfolio in Q2 2026, its #131 holding.
  • Invested Advisors first reported a position in Unilever in Q3 2025 and has held it in 4 quarters since.
  • Invested Advisors's Unilever position peaked at $261K in Q4 2025.
  • 649 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.