Net Worth Advisory Group’s Unilever UL Stock Holding History

Net Worth Advisory Group’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	$243K	Sell	4,043 -8	-0.2%	-$462	0.06%	340
2026 Q1	$231K	Sell	4,051 -50	-1%	-$3.35K	0.05%	378
2025 Q4	$268K	Buy	4,101 +125	+3%	+$8.4K	0.05%	360
2025 Q3	$265K	Sell	3,976 -235	-6%	-$16.2K	0.08%	331
2025 Q2	$290K	Sell	4,211 -50	-1%	-$3.51K	0.06%	317
2025 Q1	$285K	Sell	4,261 -201	-5%	-$13K	0.09%	267
2024 Q4	$285K	Sell	4,462 -149	-3%	-$10.1K	0.09%	262
2024 Q3	$337K	Buy	+4,611	New	+$319K	0.1%	237

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

Net Worth Advisory Group's UL Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Unilever (UL) stake by 0.2% in Q2 2026, selling an estimated $462 and leaving 4,043 shares worth $243K. The position accounts for 0.06% of the portfolio, ranked #340.

Net Worth Advisory Group first reported a position in UL in Q3 2024 and has held it in 8 quarters since. The position peaked at $337K in Q3 2024. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Net Worth Advisory Group held 4,043 shares of Unilever worth $243K as of Q2 2026.
Net Worth Advisory Group sold 8 Unilever shares in Q2 2026, an estimated $462.
Unilever made up 0.06% of Net Worth Advisory Group's portfolio in Q2 2026, its #340 holding.
Net Worth Advisory Group first reported a position in Unilever in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's Unilever position peaked at $337K in Q3 2024.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.