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Pinion Investment Advisors’s Unilever UL Stock Holding History

Pinion Investment 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 		$510K Buy
8,485
+377
+5% +$21.8K 0.1% 128
2026
Q1 		$462K Sell
8,108
-1,635
-17% -$110K 0.11% 116
2025
Q4 		$637K Sell
9,743
-1,175
-11% -$79K 0.16% 94
2025
Q3 		$770K Buy
10,918
+978
+10% +$67.5K 0.21% 85
2025
Q2 		$684K Sell
9,940
-9,742
-49% -$684K 0.24% 80
2025
Q1 		$1.32M Buy
19,682
+11,460
+139% +$739K 0.29% 55
2024
Q4 		$524K Buy
8,222
+157
+2% +$10.6K 0.21% 87
2024
Q3 		$589K Buy
8,065
+877
+12% +$60.6K 0.25% 78
2024
Q2 		$445K Buy
7,188
+536
+8% +$31.7K 0.22% 88
2024
Q1 		$376K Buy
6,652
+752
+13% +$41.7K 0.2% 105
2023
Q4 		$322K Buy
5,900
+688
+13% +$37.1K 0.19% 113
2023
Q3 		$290K Buy
5,212
+621
+14% +$35.9K 0.19% 125
2023
Q2 		$269K Sell
4,591
-1,302
-22% -$77.3K 0.18% 136
2023
Q1 		$344K Buy
5,893
+828
+16% +$47K 0.32% 78
2022
Q4 		$287K Buy
5,065
+802
+19% +$42.9K 0.27% 102
2022
Q3 		$210K Buy
+4,263
New +$223K 0.18% 146
2021
Q1 		– Sell
-5,464
Closed -$371K – 157
2020
Q4 		$371K Sell
5,464
-86
-2% -$5.83K 0.39% 85
2020
Q3 		$343K Hold
5,550
– – 0.52% 74
2020
Q2 		$343K Sell
5,550
-619
-10% -$37K 0.52% 74
2020
Q1 		$351K Buy
6,169
+693
+13% +$43.5K 0.75% 65
2019
Q4 		$352K Buy
5,476
+190
+4% +$12.6K 0.65% 75
2019
Q3 		$357K Buy
5,286
+27
+0.5% +$1.87K 0.73% 67
2019
Q2 		$367K Sell
5,259
-507
-9% -$34.4K 0.79% 63
2019
Q1 		$374K Buy
5,766
+262
+5% +$16K 0.65% 79
2018
Q4 		$324K Buy
5,504
+362
+7% +$21.8K 0.68% 73
2018
Q3 		$318K Buy
5,142
+20
+0.4% +$1.26K 0.61% 83
2018
Q2 		$319K Buy
5,122
+365
+8% +$22.7K 0.62% 79
2018
Q1 		$297K Buy
+4,757
New +$289K 0.64% 84

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.9% 1-Year Est. Return

Pinion Investment Advisors's UL Position: Q2 2026 in Review

Pinion Investment Advisors increased its Unilever (UL) stake by 4.6% in Q2 2026, buying an estimated $21.8K and bringing the position to 8,485 shares worth $510K. The position accounts for 0.1% of the portfolio, ranked #128.

Pinion Investment Advisors first reported a position in UL in Q1 2018 and has held it in 28 quarters since. The position peaked at $1.32M in Q1 2025. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Pinion Investment Advisors held 8,485 shares of Unilever worth $510K as of Q2 2026.
  • Pinion Investment Advisors bought 377 Unilever shares in Q2 2026, an estimated $21.8K.
  • Unilever made up 0.1% of Pinion Investment Advisors's portfolio in Q2 2026, its #128 holding.
  • Pinion Investment Advisors first reported a position in Unilever in Q1 2018 and has held it in 28 quarters since.
  • Pinion Investment Advisors's Unilever position peaked at $1.32M in Q1 2025.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.