NECFA
UL icon

New England Capital Financial Advisors’s Unilever UL Stock Holding History

New England Capital Financial 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 		$10K Buy
167
+2
+1% +$116 ﹤0.01% 271
2026
Q1 		$9.4K Hold
165
– – ﹤0.01% 261
2025
Q4 		$10.8K Sell
165
-2
-1% -$134 ﹤0.01% 253
2025
Q3 		$11.1K Buy
167
+1
+0.6% +$69 ﹤0.01% 247
2025
Q2 		$11.4K Buy
166
+26
+19% +$1.82K 0.01% 233
2025
Q1 		$9.4K Hold
140
– – ﹤0.01% 237
2024
Q4 		$8.88K Buy
140
+2
+1% +$135 ﹤0.01% 242
2024
Q3 		$10.1K Sell
138
-194
-58% -$13.4K 0.01% 230
2024
Q2 		$20.6K Buy
332
+91
+38% +$5.38K 0.01% 175
2024
Q1 		$13.6K Buy
241
+2
+0.8% +$111 0.01% 207
2023
Q4 		$13K Buy
239
+3
+1% +$162 0.01% 217
2023
Q3 		$13.1K Buy
236
+1
+0.4% +$58 0.01% 211
2023
Q2 		$13.7K Buy
235
+3
+1% +$178 0.01% 202
2023
Q1 		$13.6K Buy
232
+2
+0.9% +$114 0.01% 224
2022
Q4 		$13.2K Buy
+230
New +$12.3K 0.01% 228

Other funds holding UL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

New England Capital Financial Advisors's UL Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Unilever (UL) stake by 1.2% in Q2 2026, buying an estimated $116 and bringing the position to 167 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

New England Capital Financial Advisors first reported a position in UL in Q4 2022 and has held it in 15 quarters since. The position peaked at $20.6K in Q2 2024. 897 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • New England Capital Financial Advisors held 167 shares of Unilever worth $10K as of Q2 2026.
  • New England Capital Financial Advisors bought 2 Unilever shares in Q2 2026, an estimated $116.
  • Unilever made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #271 holding.
  • New England Capital Financial Advisors first reported a position in Unilever in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's Unilever position peaked at $20.6K in Q2 2024.
  • 897 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.