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Sandy Cove Advisors’s Unilever UL Stock Holding History

Sandy Cove 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 		$659K Buy
10,969
+249
+2% +$14.4K 0.17% 73
2026
Q1 		$611K Buy
10,720
+337
+3% +$22.6K 0.18% 75
2025
Q4 		$679K Sell
10,383
-40
-0.4% -$2.69K 0.2% 67
2025
Q3 		$695K Buy
10,423
+58
+0.6% +$4K 0.22% 65
2025
Q2 		$713K Hold
10,365
– – 0.26% 60
2025
Q1 		$694K Buy
10,365
+266
+3% +$17.2K 0.28% 57
2024
Q4 		$644K Buy
10,099
+36
+0.4% +$2.43K 0.25% 57
2024
Q3 		$735K Buy
10,063
+1
+0% +$69 0.3% 53
2024
Q2 		$622K Buy
10,062
+533
+6% +$31.5K 0.28% 55
2024
Q1 		$538K Buy
9,529
+480
+5% +$26.6K 0.25% 62
2023
Q4 		$494K Sell
9,049
-6,114
-40% -$330K 0.25% 63
2023
Q3 		$843K Buy
15,163
+56
+0.4% +$3.24K 0.49% 41
2023
Q2 		$886K Sell
15,107
-658
-4% -$39.1K 0.5% 40
2023
Q1 		$921K Buy
15,765
+1
+0% +$57 0.67% 33
2022
Q4 		$893K Buy
15,764
+9
+0.1% +$482 0.72% 28
2022
Q3 		$777K Buy
15,755
+10
+0.1% +$522 0.7% 29
2022
Q2 		$812K Buy
15,745
+1
+0% +$51 0.74% 29
2022
Q1 		$807K Buy
15,744
+1
+0% +$56 0.67% 28
2021
Q4 		$953K Buy
+15,743
New +$935K 0.8% 23

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

Sandy Cove Advisors's UL Position: Q2 2026 in Review

Sandy Cove Advisors increased its Unilever (UL) stake by 2.3% in Q2 2026, buying an estimated $14.4K and bringing the position to 10,969 shares worth $659K. The position accounts for 0.17% of the portfolio, ranked #73.

Sandy Cove Advisors first reported a position in UL in Q4 2021 and has held it in 19 quarters since. The position peaked at $953K in Q4 2021. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Sandy Cove Advisors held 10,969 shares of Unilever worth $659K as of Q2 2026.
  • Sandy Cove Advisors bought 249 Unilever shares in Q2 2026, an estimated $14.4K.
  • Unilever made up 0.17% of Sandy Cove Advisors's portfolio in Q2 2026, its #73 holding.
  • Sandy Cove Advisors first reported a position in Unilever in Q4 2021 and has held it in 19 quarters since.
  • Sandy Cove Advisors's Unilever position peaked at $953K in Q4 2021.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.