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Provenance Wealth Advisors’s Unilever UL Stock Holding History

Provenance 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 		$10.6K Buy
+176
New +$10.2K ﹤0.01% 348
2024
Q1 		– Sell
-58
Closed -$3.15K – 613
2023
Q4 		$3.15K Buy
+58
New +$3.13K ﹤0.01% 398

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 22.96% 1-Year Est. Return

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

Provenance Wealth Advisors opened a new position in Unilever (UL) in Q2 2026: 176 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #348 among its holdings. This is a return to the name: Provenance Wealth Advisors previously reported a position in UL as recently as Q4 2023.

Provenance Wealth Advisors first reported a position in UL in Q4 2023 and has held it in 2 quarters since. 1,193 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Provenance Wealth Advisors held 176 shares of Unilever worth $10.6K as of Q2 2026.
  • Unilever was a new Provenance Wealth Advisors position in Q2 2026.
  • Unilever made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #348 holding.
  • Provenance Wealth Advisors first reported a position in Unilever in Q4 2023 and has held it in 2 quarters since.
  • 1,193 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.