Powers Advisory Group’s Unilever UL Stock Holding History

Powers Advisory Group’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	$455K	Sell	7,574 -33	-0.4%	-$1.91K	0.14%	86
2026 Q1	$433K	Sell	7,607 -242	-3%	-$16.2K	0.15%	80
2025 Q4	$513K	Sell	7,849 -99	-1%	-$6.65K	0.19%	73
2025 Q3	$530K	Sell	7,948 -3	-0%	-$207	0.21%	69
2025 Q2	$547K	Buy	7,951 +27	+0.3%	+$1.9K	0.24%	64
2025 Q1	$531K	Sell	7,924 -426	-5%	-$27.5K	0.25%	64
2024 Q4	$533K	Buy	8,350 +28	+0.3%	+$1.89K	0.27%	58
2024 Q3	$608K	Sell	8,322 -23	-0.3%	-$1.59K	0.3%	53
2024 Q2	$516K	Sell	8,345 -262	-3%	-$15.5K	0.28%	57
2024 Q1	$486K	Sell	8,607 -549	-6%	-$30.4K	0.28%	59
2023 Q4	$499K	Sell	9,156 -468	-5%	-$25.2K	0.31%	56
2023 Q3	$535K	Sell	9,624 -126	-1%	-$7.28K	0.36%	51
2023 Q2	$572K	Buy	9,750 +36	+0.4%	+$2.14K	0.38%	50
2023 Q1	$567K	Sell	9,714 -59	-0.6%	-$3.35K	0.4%	49
2022 Q4	$554K	Sell	9,773 -294	-3%	-$15.7K	0.41%	51
2022 Q3	$496K	Buy	10,067 +39	+0.4%	+$2.04K	0.4%	54
2022 Q2	$517K	Sell	10,028 -219	-2%	-$11.2K	0.4%	58
2022 Q1	$525K	Buy	10,247 +152	+2%	+$8.46K	0.37%	62
2021 Q4	$611K	Buy	+10,095	New	+$600K	0.43%	52

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

Powers Advisory Group's UL Position: Q2 2026 in Review

Powers Advisory Group reduced its Unilever (UL) stake by 0.43% in Q2 2026, selling an estimated $1.91K and leaving 7,574 shares worth $455K. The position accounts for 0.14% of the portfolio, ranked #86.

Powers Advisory Group first reported a position in UL in Q4 2021 and has held it in 19 quarters since. The position peaked at $611K in Q4 2021. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Powers Advisory Group held 7,574 shares of Unilever worth $455K as of Q2 2026.
Powers Advisory Group sold 33 Unilever shares in Q2 2026, an estimated $1.91K.
Unilever made up 0.14% of Powers Advisory Group's portfolio in Q2 2026, its #86 holding.
Powers Advisory Group first reported a position in Unilever in Q4 2021 and has held it in 19 quarters since.
Powers Advisory Group's Unilever position peaked at $611K in Q4 2021.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.