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Sovran Advisors’s Unilever UL Stock Holding History

Sovran 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 		$290K Buy
4,335
+580
+15% +$33.5K 0.02% 496
2026
Q1 		$221K Buy
3,755
+555
+17% +$37.2K 0.02% 533
2025
Q4 		$205K Sell
3,200
-117
-4% -$7.86K 0.02% 536
2025
Q3 		$227K Buy
3,317
+121
+4% +$8.35K 0.02% 483
2025
Q2 		$219K Buy
+3,196
New +$224K 0.02% 464

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

Sovran Advisors's UL Position: Q2 2026 in Review

Sovran Advisors increased its Unilever (UL) stake by 15% in Q2 2026, buying an estimated $33.5K and bringing the position to 4,335 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #496.

Sovran Advisors first reported a position in UL in Q2 2025 and has held it in 5 quarters since. 1,185 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Sovran Advisors held 4,335 shares of Unilever worth $290K as of Q2 2026.
  • Sovran Advisors bought 580 Unilever shares in Q2 2026, an estimated $33.5K.
  • Unilever made up 0.02% of Sovran Advisors's portfolio in Q2 2026, its #496 holding.
  • Sovran Advisors first reported a position in Unilever in Q2 2025 and has held it in 5 quarters since.
  • 1,185 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.