Lloyd Advisory Services’s Unilever UL Stock Holding History

Lloyd Advisory Services’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	$129K	Buy	2,140 +2,068	+2,872%	+$120K	0.05%	159
2026 Q1	$4.1K	Sell	72 -1,327	-95%	-$88.9K	﹤0.01%	588
2025 Q4	$91.5K	Buy	+1,399	New	+$94K	0.04%	189
2023 Q4	–	Sell	-21,367	Closed	-$1.19M	–	324
2023 Q3	$1.19M	Buy	+21,367	New	+$1.23M	0.39%	54
2022 Q1	–	Sell	-3,308	Closed	-$200K	–	660
2021 Q4	$200K	Buy	3,308 +15	+0.5%	+$891	0.09%	86
2021 Q3	$201K	Buy	3,293 +269	+9%	+$17.1K	0.1%	75
2021 Q2	$199K	Buy	3,024 +436	+17%	+$29K	0.1%	78
2021 Q1	$162K	Buy	2,588 +320	+14%	+$20.4K	0.09%	79
2020 Q4	$154K	Sell	2,268 -117	-5%	-$7.94K	0.08%	64
2020 Q3	$165K	Sell	2,385 -197	-8%	-$13.1K	0.1%	54
2020 Q2	$159K	Buy	2,582 +872	+51%	+$52.1K	0.1%	63
2020 Q1	$97K	Buy	1,710 +1,696	+12,114%	+$106K	0.07%	75
2019 Q4	$1K	Buy	+14	New	+$930	﹤0.01%	351

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 22.9% 1-Year Est. Return

Lloyd Advisory Services's UL Position: Q2 2026 in Review

Lloyd Advisory Services increased its Unilever (UL) stake by 2,872% in Q2 2026, buying an estimated $120K and bringing the position to 2,140 shares worth $129K. The position accounts for 0.05% of the portfolio, ranked #159.

Lloyd Advisory Services first reported a position in UL in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.19M in Q3 2023. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Lloyd Advisory Services held 2,140 shares of Unilever worth $129K as of Q2 2026.
Lloyd Advisory Services bought 2,068 Unilever shares in Q2 2026, an estimated $120K.
Unilever made up 0.05% of Lloyd Advisory Services's portfolio in Q2 2026, its #159 holding.
Lloyd Advisory Services first reported a position in Unilever in Q4 2019 and has held it in 13 quarters since.
Lloyd Advisory Services's Unilever position peaked at $1.19M in Q3 2023.
1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.