SWA
UL icon

SOA Wealth Advisors’s Unilever UL Stock Holding History

SOA Wealth 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 		$12.1K Sell
201
-185
-48% -$10.7K ﹤0.01% 582
2026
Q1 		$22K Hold
386
– – ﹤0.01% 489
2025
Q4 		$25.2K Sell
386
-380
-50% -$25.5K ﹤0.01% 470
2025
Q3 		$51.1K Sell
766
-84
-10% -$5.8K 0.01% 374
2025
Q2 		$58.5K Buy
850
+6
+0.7% +$421 0.01% 342
2025
Q1 		$56.6K Buy
844
+4
+0.5% +$258 0.01% 326
2024
Q4 		$53.6K Buy
840
+5
+0.6% +$338 0.01% 319
2024
Q3 		$61K Buy
835
+5
+0.6% +$346 0.01% 295
2024
Q2 		$51.3K Buy
830
+453
+120% +$26.8K 0.01% 301
2024
Q1 		$21.3K Buy
377
+2
+0.5% +$111 ﹤0.01% 438
2023
Q4 		$20.5K Buy
375
+2
+0.5% +$108 ﹤0.01% 426
2023
Q3 		$20.8K Buy
373
+1
+0.3% +$58 0.01% 416
2023
Q2 		$21.8K Buy
372
+1
+0.3% +$59 0.01% 419
2023
Q1 		$21.7K Buy
371
+2
+0.5% +$114 0.01% 411
2022
Q4 		$20.9K Buy
369
+2
+0.5% +$107 0.01% 398
2022
Q3 		$18K Buy
367
+2
+0.5% +$104 0.01% 410
2022
Q2 		$18K Buy
365
+1
+0.3% +$51 0.01% 408
2022
Q1 		$18K Buy
364
+1
+0.3% +$56 ﹤0.01% 491
2021
Q4 		$21K Buy
363
+2
+0.6% +$119 0.01% 441
2021
Q3 		$22K Buy
361
+2
+0.6% +$127 0.01% 444
2021
Q2 		$23K Buy
359
+1
+0.3% +$66 0.01% 438
2021
Q1 		$22K Buy
358
+2
+0.6% +$127 0.01% 392
2020
Q4 		$21K Buy
+356
New +$24.2K 0.01% 396

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

SOA Wealth Advisors's UL Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Unilever (UL) stake by 48% in Q2 2026, selling an estimated $10.7K and leaving 201 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

SOA Wealth Advisors first reported a position in UL in Q4 2020 and has held it in 23 quarters since. The position peaked at $61K in Q3 2024. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • SOA Wealth Advisors held 201 shares of Unilever worth $12.1K as of Q2 2026.
  • SOA Wealth Advisors sold 185 Unilever shares in Q2 2026, an estimated $10.7K.
  • Unilever made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #582 holding.
  • SOA Wealth Advisors first reported a position in Unilever in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Unilever position peaked at $61K in Q3 2024.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.