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Savvy Advisors Inc’s Unilever UL Stock Holding History

Savvy Advisors Inc’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 		$371K Buy
6,178
+647
+12% +$37.4K 0.01% 892
2026
Q1 		$315K Buy
5,531
+1,221
+28% +$81.8K 0.01% 849
2025
Q4 		$282K Buy
+4,310
New +$290K 0.01% 797
2025
Q3 		– Sell
-2,953
Closed -$203K – 847
2025
Q2 		$203K Buy
+2,953
New +$207K 0.01% 607

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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 22.9% 1-Year Est. Return

Savvy Advisors Inc's UL Position: Q2 2026 in Review

Savvy Advisors Inc increased its Unilever (UL) stake by 12% in Q2 2026, buying an estimated $37.4K and bringing the position to 6,178 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #892.

Savvy Advisors Inc first reported a position in UL in Q2 2025 and has held it in 4 quarters since. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Savvy Advisors Inc held 6,178 shares of Unilever worth $371K as of Q2 2026.
  • Savvy Advisors Inc bought 647 Unilever shares in Q2 2026, an estimated $37.4K.
  • Unilever made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #892 holding.
  • Savvy Advisors Inc first reported a position in Unilever in Q2 2025 and has held it in 4 quarters since.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.