SFS
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Sunrise Financial Services’s Unilever UL Stock Holding History

Sunrise Financial Services’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 		$10.6K Sell
177
-9
-5% -$520 0.01% 228
2026
Q1 		$10.6K Buy
186
+9
+5% +$603 0.01% 230
2025
Q4 		$11.6K Buy
+177
New +$11.9K 0.01% 202

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
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T. Rowe Price Associates
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State Farm Mutual Automobile Insurance
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sunrise Financial Services's UL Position: Q2 2026 in Review

Sunrise Financial Services reduced its Unilever (UL) stake by 4.8% in Q2 2026, selling an estimated $520 and leaving 177 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #228.

Sunrise Financial Services first reported a position in UL in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.6K in Q4 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Sunrise Financial Services held 177 shares of Unilever worth $10.6K as of Q2 2026.
  • Sunrise Financial Services sold 9 Unilever shares in Q2 2026, an estimated $520.
  • Unilever made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #228 holding.
  • Sunrise Financial Services first reported a position in Unilever in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Unilever position peaked at $11.6K in Q4 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.