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Plante Moran Financial Advisors’s Unilever UL Stock Holding History

Plante Moran 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 		$6.55K Buy
109
+94
+627% +$5.43K ﹤0.01% 603
2026
Q1 		$855 Hold
15
– – ﹤0.01% 672
2025
Q4 		$981 Hold
15
– – ﹤0.01% 747
2025
Q3 		$1.01K Hold
15
– – ﹤0.01% 701
2025
Q2 		$1.04K Hold
15
– – ﹤0.01% 695
2025
Q1 		$1.01K Hold
15
– – ﹤0.01% 722
2024
Q4 		$964 Hold
15
– – ﹤0.01% 822
2024
Q3 		$1.1K Hold
15
– – ﹤0.01% 776
2024
Q2 		$935 Hold
15
– – ﹤0.01% 728
2024
Q1 		$853 Hold
15
– – ﹤0.01% 792
2023
Q4 		$824 Sell
15
-409
-96% -$22.1K ﹤0.01% 766
2023
Q3 		$23.6K Sell
424
-54
-11% -$3.12K ﹤0.01% 400
2023
Q2 		$28.1K Hold
478
– – ﹤0.01% 384
2023
Q1 		$28K Buy
478
+3
+0.6% +$170 ﹤0.01% 382
2022
Q4 		$26.9K Buy
475
+3
+0.6% +$161 ﹤0.01% 407
2022
Q3 		$23K Sell
472
-55
-10% -$2.87K ﹤0.01% 433
2022
Q2 		$27K Buy
527
+63
+14% +$3.21K ﹤0.01% 410
2022
Q1 		$24K Sell
464
-148
-24% -$8.24K ﹤0.01% 463
2021
Q4 		$37K Buy
612
+15
+3% +$891 0.01% 420
2021
Q3 		$36K Buy
597
+145
+32% +$9.24K 0.01% 443
2021
Q2 		$30K Buy
452
+64
+16% +$4.26K 0.01% 476
2021
Q1 		$24K Buy
388
+16
+4% +$1.02K 0.01% 518
2020
Q4 		$25K Buy
372
+97
+35% +$6.58K 0.01% 484
2020
Q3 		$19K Hold
275
– – 0.01% 517
2020
Q2 		$17K Hold
275
– – 0.01% 459
2020
Q1 		$16K Sell
275
-32
-10% -$2.01K 0.01% 428
2019
Q4 		$20K Sell
307
-14
-4% -$930 0.01% 468
2019
Q3 		$22K Buy
321
+14
+5% +$970 0.01% 478
2019
Q2 		$21K Buy
307
+32
+12% +$2.17K 0.01% 473
2019
Q1 		$18K Buy
275
+257
+1,428% +$15.7K 0.01% 492
2018
Q4 		$1K Buy
+18
New +$1.08K ﹤0.01% 841
2018
Q3 		– Sell
-1,092
Closed -$68K – 846
2018
Q2 		$68K Buy
1,092
+313
+40% +$19.4K 0.03% 276
2018
Q1 		$49K Buy
779
+47
+6% +$2.86K 0.03% 350
2017
Q4 		$46K Sell
732
-155
-17% -$9.82K 0.03% 363
2017
Q3 		$58K Buy
887
+2
+0.2% +$129 0.03% 276
2017
Q2 		$54K Buy
885
+249
+39% +$14.8K 0.03% 295
2017
Q1 		$35K Buy
636
+314
+98% +$15.9K 0.02% 379
2016
Q4 		$15K Buy
322
+103
+47% +$4.8K 0.01% 526
2016
Q3 		$12K Sell
219
-115
-34% -$6.07K 0.01% 576
2016
Q2 		$18K Buy
334
+119
+55% +$6.11K 0.01% 448
2016
Q1 		$11K Buy
215
+17
+9% +$827 0.01% 478
2015
Q4 		$10K Buy
198
+2
+1% +$98 0.01% 584
2015
Q3 		$9K Buy
196
+19
+11% +$909 0.01% 500
2015
Q2 		$9K Buy
177
+2
+1% +$99 0.01% 547
2015
Q1 		$8K Sell
175
-22
-11% -$1.05K 0.01% 550
2014
Q4 		$9K Buy
197
+33
+20% +$1.51K 0.01% 565
2014
Q3 		$8K Sell
164
-390
-70% -$19.3K 0.01% 593
2014
Q2 		$28K Buy
554
+411
+287% +$20.6K 0.03% 330
2014
Q1 		$7K Buy
143
+40
+39% +$1.8K 0.01% 430
2013
Q4 		$5K Buy
103
+49
+91% +$2.19K ﹤0.01% 542
2013
Q3 		$2K Sell
54
-569
-91% -$25.8K ﹤0.01% 569
2013
Q2 		$28K Buy
+623
New +$29.6K 0.02% 218

Other funds holding UL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Plante Moran Financial Advisors's UL Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Unilever (UL) stake by 627% in Q2 2026, buying an estimated $5.43K and bringing the position to 109 shares worth $6.55K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Plante Moran Financial Advisors first reported a position in UL in Q2 2013 and has held it in 52 quarters since. The position peaked at $68K in Q2 2018. 745 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Plante Moran Financial Advisors held 109 shares of Unilever worth $6.55K as of Q2 2026.
  • Plante Moran Financial Advisors bought 94 Unilever shares in Q2 2026, an estimated $5.43K.
  • Unilever made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #603 holding.
  • Plante Moran Financial Advisors first reported a position in Unilever in Q2 2013 and has held it in 52 quarters since.
  • Plante Moran Financial Advisors's Unilever position peaked at $68K in Q2 2018.
  • 745 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.