Medallion Wealth Advisors’s Unilever UL Stock Holding History

Medallion 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	$4.63K	Sell	77 -355	-82%	-$20.5K	﹤0.01%	868
2026 Q1	$24.6K	Hold	432	–	–	0.01%	612
2025 Q4	$28.3K	Sell	432 -1	-0.2%	-$67	0.01%	573
2025 Q3	$28.9K	Hold	433	–	–	0.01%	569
2025 Q2	$29.8K	Hold	433	–	–	0.01%	550
2025 Q1	$29K	Sell	433 -302	-41%	-$19.5K	0.01%	520
2024 Q4	$48K	Buy	+735	New	+$49.6K	0.02%	415

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

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

Medallion Wealth Advisors reduced its Unilever (UL) stake by 82% in Q2 2026, selling an estimated $20.5K and leaving 77 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Medallion Wealth Advisors first reported a position in UL in Q4 2024 and has held it in 7 quarters since. The position peaked at $48K in Q4 2024. 1,193 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Medallion Wealth Advisors held 77 shares of Unilever worth $4.63K as of Q2 2026.
Medallion Wealth Advisors sold 355 Unilever shares in Q2 2026, an estimated $20.5K.
Unilever made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #868 holding.
Medallion Wealth Advisors first reported a position in Unilever in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Unilever position peaked at $48K in Q4 2024.
1,193 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.