Resonant Capital Advisors’s Unilever UL Stock Holding History

Resonant Capital 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	$548K	Buy	9,118 +2,639	+41%	+$153K	0.03%	276
2026 Q1	$373K	Sell	6,479 -298	-4%	-$20K	0.02%	331
2025 Q4	$443K	Sell	6,777 -580	-8%	-$39K	0.02%	261
2025 Q3	$491K	Sell	7,357 -372	-5%	-$25.7K	0.03%	252
2025 Q2	$532K	Buy	7,729 +1,717	+29%	+$120K	0.03%	230
2025 Q1	$403K	Buy	6,012 +1,077	+22%	+$69.5K	0.03%	241
2024 Q4	$315K	Buy	4,935 +328	+7%	+$22.1K	0.02%	263
2024 Q3	$337K	Buy	+4,607	New	+$318K	0.02%	259

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 22.9% 1-Year Est. Return

Resonant Capital Advisors's UL Position: Q2 2026 in Review

Resonant Capital Advisors increased its Unilever (UL) stake by 41% in Q2 2026, buying an estimated $153K and bringing the position to 9,118 shares worth $548K. The position accounts for 0.03% of the portfolio, ranked #276.

Resonant Capital Advisors first reported a position in UL in Q3 2024 and has held it in 8 quarters since. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Resonant Capital Advisors held 9,118 shares of Unilever worth $548K as of Q2 2026.
Resonant Capital Advisors bought 2,639 Unilever shares in Q2 2026, an estimated $153K.
Unilever made up 0.03% of Resonant Capital Advisors's portfolio in Q2 2026, its #276 holding.
Resonant Capital Advisors first reported a position in Unilever in Q3 2024 and has held it in 8 quarters since.
1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.