SIA
UL icon

Strategic Investment Advisors’s Unilever UL Stock Holding History

Strategic Investment 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 		$704K Sell
11,705
-1,755
-13% -$101K 0.04% 178
2026
Q1 		$767K Buy
+13,460
New +$902K 0.05% 175
2020
Q4 		– Sell
-3,796
Closed -$264K – 212
2020
Q3 		$264K Sell
3,796
-333
-8% -$22.2K 0.09% 154
2020
Q2 		$255K Buy
+4,129
New +$247K 0.1% 150

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 22.9% 1-Year Est. Return

Strategic Investment Advisors's UL Position: Q2 2026 in Review

Strategic Investment Advisors reduced its Unilever (UL) stake by 13% in Q2 2026, selling an estimated $101K and leaving 11,705 shares worth $704K. The position accounts for 0.04% of the portfolio, ranked #178.

Strategic Investment Advisors first reported a position in UL in Q2 2020 and has held it in 4 quarters since. The position peaked at $767K in Q1 2026. 1,195 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Strategic Investment Advisors held 11,705 shares of Unilever worth $704K as of Q2 2026.
  • Strategic Investment Advisors sold 1,755 Unilever shares in Q2 2026, an estimated $101K.
  • Unilever made up 0.04% of Strategic Investment Advisors's portfolio in Q2 2026, its #178 holding.
  • Strategic Investment Advisors first reported a position in Unilever in Q2 2020 and has held it in 4 quarters since.
  • Strategic Investment Advisors's Unilever position peaked at $767K in Q1 2026.
  • 1,195 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.