NIA Impact Advisors’s Unilever UL Stock Holding History

NIA Impact 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	–	Sell	-10,417	Closed	-$593K	–	91
2026 Q1	$593K	Sell	10,417 -11,330	-52%	-$759K	0.26%	65
2025 Q4	$1.42M	Sell	21,747 -17	-0.1%	-$1.14K	0.48%	60
2025 Q3	$1.45M	Buy	21,764 +400	+2%	+$27.6K	0.47%	60
2025 Q2	$1.47M	Buy	21,364 +31	+0.1%	+$2.17K	0.51%	63
2025 Q1	$1.43M	Sell	21,333 -151	-0.7%	-$9.74K	0.53%	65
2024 Q4	$1.37M	Buy	21,484 +103	+0.5%	+$6.96K	0.45%	66
2024 Q3	$1.56M	Buy	21,381 +25	+0.1%	+$1.73K	0.52%	59
2024 Q2	$1.32M	Buy	21,356 +89	+0.4%	+$5.26K	0.47%	61
2024 Q1	$1.2M	Buy	+21,267	New	+$1.18M	0.48%	61

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

NIA Impact Advisors's UL Position: Q2 2026 in Review

NIA Impact Advisors sold out of Unilever (UL) in Q2 2026, closing a stake of 10,417 shares — an estimated $593K sold.

NIA Impact Advisors first reported a position in UL in Q1 2024 and held it in 9 quarters. The position peaked at $1.56M in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

NIA Impact Advisors reported no remaining Unilever position as of Q2 2026 after selling out during the quarter.
NIA Impact Advisors sold 10,417 Unilever shares in Q2 2026, an estimated $593K.
NIA Impact Advisors first reported a position in Unilever in Q1 2024 and held it in 9 quarters.
NIA Impact Advisors's Unilever position peaked at $1.56M in Q3 2024.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on NIA Impact Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.