JWCA
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J.W. Cole Advisors’s Unilever UL Stock Holding History

J.W. Cole 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 		$1.15M Buy
+19,122
New +$1.11M 0.02% 707
2026
Q1 		– Sell
-17,042
Closed -$1.1M – 1429
2025
Q4 		$1.1M Buy
17,042
+469
+3% +$31.5K 0.03% 605
2025
Q3 		$1.11M Buy
16,573
+1,017
+7% +$70.2K 0.02% 679
2025
Q2 		$1.07M Buy
15,556
+1,033
+7% +$72.5K 0.02% 641
2025
Q1 		$973K Buy
14,523
+3,314
+30% +$214K 0.03% 550
2024
Q4 		$715K Buy
11,209
+1,143
+11% +$77.2K 0.03% 514
2024
Q3 		$736K Buy
10,066
+297
+3% +$20.5K 0.03% 472
2024
Q2 		$604K Buy
+9,769
New +$577K 0.03% 478
2023
Q2 		– Sell
-4,802
Closed -$281K – 820
2023
Q1 		$281K Buy
4,802
+387
+9% +$22K 0.02% 624
2022
Q4 		$250K Buy
+4,415
New +$236K 0.02% 623
2022
Q1 		– Sell
-3,929
Closed -$238K – 870
2021
Q4 		$238K Sell
3,929
-36
-0.9% -$2.14K 0.02% 734
2021
Q3 		$242K Buy
3,965
+913
+30% +$58.2K 0.02% 404
2021
Q2 		$201K Sell
3,052
-197
-6% -$13.1K 0.02% 703
2021
Q1 		$204K Buy
3,249
+89
+3% +$5.67K 0.02% 623
2020
Q4 		$215K Buy
+3,160
New +$214K 0.02% 573

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

J.W. Cole Advisors's UL Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Unilever (UL) in Q2 2026: 19,122 shares worth $1.15M. The stake represents 0.02% of the portfolio and ranks #707 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in UL as recently as Q4 2025.

J.W. Cole Advisors first reported a position in UL in Q4 2020 and has held it in 15 quarters since. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • J.W. Cole Advisors held 19,122 shares of Unilever worth $1.15M as of Q2 2026.
  • Unilever was a new J.W. Cole Advisors position in Q2 2026.
  • Unilever made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #707 holding.
  • J.W. Cole Advisors first reported a position in Unilever in Q4 2020 and has held it in 15 quarters since.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.