Octavia Wealth Advisors’s Unilever UL Stock Holding History

Octavia 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	$384K	Sell	6,383 -899	-12%	-$52K	0.03%	151
2026 Q1	$419K	Buy	7,282 +276	+4%	+$18.5K	0.04%	142
2025 Q4	$458K	Buy	7,006 +218	+3%	+$14.7K	0.04%	142
2025 Q3	$453K	Buy	6,788 +1,058	+18%	+$73K	0.05%	142
2025 Q2	$394K	Sell	5,730 -1,297	-18%	-$91K	0.04%	139
2025 Q1	$471K	Buy	7,027 +1,089	+18%	+$70.3K	0.06%	125
2024 Q4	$379K	Buy	5,938 +390	+7%	+$26.3K	0.05%	141
2024 Q3	$405K	Buy	5,548 +367	+7%	+$25.4K	0.05%	140
2024 Q2	$321K	Buy	5,181 +1,570	+43%	+$92.8K	0.04%	159
2024 Q1	$204K	Buy	+3,611	New	+$200K	0.03%	208

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

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

Octavia Wealth Advisors reduced its Unilever (UL) stake by 12% in Q2 2026, selling an estimated $52K and leaving 6,383 shares worth $384K. The position accounts for 0.03% of the portfolio, ranked #151.

Octavia Wealth Advisors first reported a position in UL in Q1 2024 and has held it in 10 quarters since. The position peaked at $471K in Q1 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Octavia Wealth Advisors held 6,383 shares of Unilever worth $384K as of Q2 2026.
Octavia Wealth Advisors sold 899 Unilever shares in Q2 2026, an estimated $52K.
Unilever made up 0.03% of Octavia Wealth Advisors's portfolio in Q2 2026, its #151 holding.
Octavia Wealth Advisors first reported a position in Unilever in Q1 2024 and has held it in 10 quarters since.
Octavia Wealth Advisors's Unilever position peaked at $471K in Q1 2025.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

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