Opal Wealth Advisors’s Unilever UL Stock Holding History

Opal 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	–	Sell	-1,006	Closed	-$57.3K	–	558
2026 Q1	$57.3K	Buy	+1,006	New	+$67.4K	0.01%	376
2025 Q3	–	Sell	-1,151	Closed	-$79.2K	–	520
2025 Q2	$79.2K	Buy	1,151 +212	+23%	+$14.9K	0.02%	302
2025 Q1	$62.9K	Buy	+939	New	+$60.6K	0.02%	330
2024 Q3	–	Sell	-2,210	Closed	-$137K	–	1108
2024 Q2	$137K	Sell	2,210 -692	-24%	-$40.9K	0.04%	234
2024 Q1	$164K	Buy	+2,902	New	+$161K	0.06%	180

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

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

Opal Wealth Advisors sold out of Unilever (UL) in Q2 2026, closing a stake of 1,006 shares — an estimated $57.3K sold.

Opal Wealth Advisors first reported a position in UL in Q1 2024 and held it in 5 quarters. The position peaked at $164K in Q1 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Opal Wealth Advisors reported no remaining Unilever position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 1,006 Unilever shares in Q2 2026, an estimated $57.3K.
Opal Wealth Advisors first reported a position in Unilever in Q1 2024 and held it in 5 quarters.
Opal Wealth Advisors's Unilever position peaked at $164K in Q1 2024.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.