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Sound View Wealth Advisors Group’s Unilever UL Stock Holding History

Sound View Wealth Advisors Group’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 		$299K Sell
4,973
-888
-15% -$51.3K 0.02% 356
2026
Q1 		$334K Sell
5,861
-888
-13% -$59.5K 0.02% 330
2025
Q4 		$441K Sell
6,749
-24
-0.4% -$1.61K 0.03% 287
2025
Q3 		$452K Sell
6,773
-1,612
-19% -$111K 0.03% 284
2025
Q2 		$577K Buy
8,385
+2,098
+33% +$147K 0.04% 250
2025
Q1 		$421K Hold
6,287
– – 0.03% 282
2024
Q4 		$401K Hold
6,287
– – 0.03% 287
2024
Q3 		$459K Sell
6,287
-436
-6% -$30.1K 0.04% 265
2024
Q2 		$416K Sell
6,723
-464
-6% -$27.4K 0.04% 259
2024
Q1 		$406K Sell
7,187
-385
-5% -$21.3K 0.04% 261
2023
Q4 		$413K Sell
7,572
-178
-2% -$9.6K 0.05% 262
2023
Q3 		$431K Buy
7,750
+18
+0.2% +$1.04K 0.05% 240
2023
Q2 		$453K Sell
7,732
-472
-6% -$28K 0.06% 231
2023
Q1 		$479K Buy
8,204
+632
+8% +$35.9K 0.07% 225
2022
Q4 		$413K Sell
7,572
-250
-3% -$13.4K 0.05% 262
2022
Q3 		$386K Sell
7,822
-12
-0.2% -$627 0.09% 184
2022
Q2 		$404K Sell
7,834
-1,158
-13% -$59K 0.08% 185
2022
Q1 		$461K Sell
8,992
-852
-9% -$47.4K 0.09% 183
2021
Q4 		$596K Buy
9,844
+264
+3% +$15.7K 0.11% 163
2021
Q3 		$584K Buy
9,580
+80
+0.8% +$5.1K 0.12% 153
2021
Q2 		$625K Sell
9,500
-459
-5% -$30.5K 0.13% 149
2021
Q1 		$626K Sell
9,959
-331
-3% -$21.1K 0.15% 139
2020
Q4 		$699K Buy
10,290
+4,067
+65% +$276K 0.17% 125
2020
Q3 		$432K Sell
6,223
-133
-2% -$8.88K 0.11% 159
2020
Q2 		$392K Sell
6,356
-191
-3% -$11.4K 0.11% 159
2020
Q1 		$372K Buy
6,547
+337
+5% +$21.1K 0.13% 145
2019
Q4 		$399K Buy
6,210
+72
+1% +$4.78K 0.11% 160
2019
Q3 		$415K Sell
6,138
-51
-0.8% -$3.53K 0.12% 156
2019
Q2 		$431K Buy
+6,189
New +$420K 0.13% 156

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

Sound View Wealth Advisors Group's UL Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Unilever (UL) stake by 15% in Q2 2026, selling an estimated $51.3K and leaving 4,973 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #356.

Sound View Wealth Advisors Group first reported a position in UL in Q2 2019 and has held it in 29 quarters since. The position peaked at $699K in Q4 2020. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Sound View Wealth Advisors Group held 4,973 shares of Unilever worth $299K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 888 Unilever shares in Q2 2026, an estimated $51.3K.
  • Unilever made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #356 holding.
  • Sound View Wealth Advisors Group first reported a position in Unilever in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's Unilever position peaked at $699K in Q4 2020.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.