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Roehl & Yi Investment Advisors’s Unilever UL Stock Holding History

Roehl & Yi Investment 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 		$918K Sell
15,274
-2,283
-13% -$132K 0.3% 75
2026
Q1 		$1M Buy
17,557
+181
+1% +$12.1K 0.38% 53
2025
Q4 		$1.14M Buy
+17,376
New +$1.17M 0.45% 45

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Fisher Asset Management
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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

Roehl & Yi Investment Advisors's UL Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Unilever (UL) stake by 13% in Q2 2026, selling an estimated $132K and leaving 15,274 shares worth $918K. The position accounts for 0.3% of the portfolio, ranked #75.

Roehl & Yi Investment Advisors first reported a position in UL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.14M in Q4 2025. 1,186 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Roehl & Yi Investment Advisors held 15,274 shares of Unilever worth $918K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 2,283 Unilever shares in Q2 2026, an estimated $132K.
  • Unilever made up 0.3% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #75 holding.
  • Roehl & Yi Investment Advisors first reported a position in Unilever in Q4 2025 and has held it in 3 quarters since.
  • Roehl & Yi Investment Advisors's Unilever position peaked at $1.14M in Q4 2025.
  • 1,186 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.