JFS Wealth Advisors’s Unilever UL Stock Holding History

JFS Wealth 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	$45.2K	Buy	752 +16	+2%	+$925	﹤0.01%	566
2026 Q1	$41.9K	Hold	736	–	–	﹤0.01%	559
2025 Q4	$48.1K	Hold	736	–	–	﹤0.01%	529
2025 Q3	$49.1K	Hold	736	–	–	﹤0.01%	510
2025 Q2	$50.6K	Hold	736	–	–	﹤0.01%	464
2025 Q1	$49.3K	Hold	736	–	–	﹤0.01%	475
2024 Q4	$46.9K	Sell	736 -114	-13%	-$7.7K	﹤0.01%	473
2024 Q3	$62.1K	Hold	850	–	–	﹤0.01%	433
2024 Q2	$52.6K	Buy	850 +40	+5%	+$2.36K	﹤0.01%	406
2024 Q1	$45.7K	Sell	810 -1	-0.1%	-$55	﹤0.01%	443
2023 Q4	$44.2K	Sell	811 -6	-0.7%	-$324	﹤0.01%	427
2023 Q3	$45.4K	Sell	817 -5	-0.6%	-$289	﹤0.01%	389
2023 Q2	$48.2K	Sell	822 -58	-7%	-$3.44K	﹤0.01%	372
2023 Q1	$51.4K	Sell	880 -146	-14%	-$8.29K	﹤0.01%	373
2022 Q4	$58.1K	Sell	1,026 -986	-49%	-$52.8K	0.01%	347
2022 Q3	$99K	Sell	2,012 -175	-8%	-$9.14K	0.01%	283
2022 Q2	$113K	Sell	2,187 -169	-7%	-$8.61K	0.01%	271
2022 Q1	$121K	Buy	2,356 +907	+63%	+$50.5K	0.01%	271
2021 Q4	$88K	Sell	1,449 -669	-32%	-$39.7K	0.01%	329
2021 Q3	$129K	Buy	2,118 +2,044	+2,762%	+$130K	0.01%	273
2021 Q2	$5K	Hold	74	–	–	﹤0.01%	501
2021 Q1	$5K	Hold	74	–	–	﹤0.01%	469
2020 Q4	$5K	Sell	74 -155	-68%	-$10.5K	﹤0.01%	476
2020 Q3	$16K	Hold	229	–	–	﹤0.01%	340
2020 Q2	$14K	Hold	229	–	–	﹤0.01%	351
2020 Q1	$13K	Hold	229	–	–	﹤0.01%	322
2019 Q4	$15K	Buy	+229	New	+$15.2K	﹤0.01%	345
2019 Q1	–	Sell	-168	Closed	-$10K	–	478
2018 Q4	$10K	Sell	168 -44	-21%	-$2.65K	﹤0.01%	349
2018 Q3	$13K	Sell	212 -18	-8%	-$1.14K	﹤0.01%	378
2018 Q2	$14K	Buy	+230	New	+$14.3K	﹤0.01%	344

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 22.96% 1-Year Est. Return

JFS Wealth Advisors's UL Position: Q2 2026 in Review

JFS Wealth Advisors increased its Unilever (UL) stake by 2.2% in Q2 2026, buying an estimated $925 and bringing the position to 752 shares worth $45.2K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

JFS Wealth Advisors first reported a position in UL in Q2 2018 and has held it in 30 quarters since. The position peaked at $129K in Q3 2021. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

JFS Wealth Advisors held 752 shares of Unilever worth $45.2K as of Q2 2026.
JFS Wealth Advisors bought 16 Unilever shares in Q2 2026, an estimated $925.
Unilever made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #566 holding.
JFS Wealth Advisors first reported a position in Unilever in Q2 2018 and has held it in 30 quarters since.
JFS Wealth Advisors's Unilever position peaked at $129K in Q3 2021.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.