Lineweaver Wealth Advisors’s Unilever UL Stock Holding History

Lineweaver 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	$2.18M	Buy	36,226 +5,682	+19%	+$328K	0.26%	83
2026 Q1	$1.74M	Buy	30,544 +2,377	+8%	+$159K	0.23%	86
2025 Q4	$1.84M	Buy	28,167 +2,148	+8%	+$144K	0.25%	78
2025 Q3	$1.74M	Buy	26,019 +1,854	+8%	+$128K	0.25%	77
2025 Q2	$1.66M	Sell	24,165 -2,241	-8%	-$157K	0.26%	78
2025 Q1	$1.77M	Buy	26,406 +2,296	+10%	+$148K	0.3%	65
2024 Q4	$1.54M	Buy	24,110 +752	+3%	+$50.8K	0.28%	68
2024 Q3	$1.71M	Sell	23,358 -115	-0.5%	-$7.95K	0.33%	60
2024 Q2	$1.45M	Sell	23,473 -287	-1%	-$17K	0.3%	60
2024 Q1	$1.34M	Buy	23,760 +865	+4%	+$47.9K	0.32%	63
2023 Q4	$1.25M	Sell	22,895 -13,628	-37%	-$735K	0.32%	61
2023 Q3	$2.03M	Sell	36,523 -7,700	-17%	-$445K	0.59%	34
2023 Q2	$2.59M	Buy	44,223 +411	+0.9%	+$24.4K	0.74%	26
2023 Q1	$2.56M	Buy	43,812 +35,814	+448%	+$2.03M	0.79%	24
2022 Q4	$453K	Sell	7,998 -1,335	-14%	-$71.4K	0.14%	88
2022 Q3	$460K	Buy	9,333 +4,270	+84%	+$223K	0.15%	87
2022 Q2	$261K	Buy	+5,063	New	+$258K	0.09%	111

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

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

Lineweaver Wealth Advisors increased its Unilever (UL) stake by 19% in Q2 2026, buying an estimated $328K and bringing the position to 36,226 shares worth $2.18M. The position accounts for 0.26% of the portfolio, ranked #83.

Lineweaver Wealth Advisors first reported a position in UL in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.59M in Q2 2023. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Lineweaver Wealth Advisors held 36,226 shares of Unilever worth $2.18M as of Q2 2026.
Lineweaver Wealth Advisors bought 5,682 Unilever shares in Q2 2026, an estimated $328K.
Unilever made up 0.26% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #83 holding.
Lineweaver Wealth Advisors first reported a position in Unilever in Q2 2022 and has held it in 17 quarters since.
Lineweaver Wealth Advisors's Unilever position peaked at $2.59M in Q2 2023.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.