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Pure Financial Advisors’s Unilever UL Stock Holding History

Pure 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 		$328K Sell
5,454
-2,203
-29% -$127K ﹤0.01% 478
2026
Q1 		$436K Buy
7,657
+4,044
+112% +$271K 0.01% 359
2025
Q4 		$236K Buy
+3,613
New +$243K ﹤0.01% 472

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

Pure Financial Advisors's UL Position: Q2 2026 in Review

Pure Financial Advisors reduced its Unilever (UL) stake by 29% in Q2 2026, selling an estimated $127K and leaving 5,454 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Pure Financial Advisors first reported a position in UL in Q4 2025 and has held it in 3 quarters since. The position peaked at $436K in Q1 2026. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Pure Financial Advisors held 5,454 shares of Unilever worth $328K as of Q2 2026.
  • Pure Financial Advisors sold 2,203 Unilever shares in Q2 2026, an estimated $127K.
  • Unilever made up ﹤0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #478 holding.
  • Pure Financial Advisors first reported a position in Unilever in Q4 2025 and has held it in 3 quarters since.
  • Pure Financial Advisors's Unilever position peaked at $436K in Q1 2026.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.