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Symphony Financial’s Unilever UL Stock Holding History

Symphony Financial’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 		$226K Sell
3,701
-145
-4% -$8.38K 0.02% 331
2026
Q1 		$216K Buy
+3,846
New +$258K 0.03% 292
2025
Q1 		– Sell
-3,173
Closed -$203K – 215
2024
Q4 		$203K Sell
3,173
-511
-14% -$34.5K 0.03% 219
2024
Q3 		$271K Buy
3,684
+15
+0.4% +$1.04K 0.04% 193
2024
Q2 		$228K Sell
3,669
-682
-16% -$40.3K 0.04% 193
2024
Q1 		$246K Sell
4,351
-521
-11% -$28.9K 0.06% 162
2023
Q4 		$264K Buy
4,872
+631
+15% +$34K 0.06% 173
2023
Q3 		$233K Sell
4,241
-4
-0.1% -$231 0.06% 146
2023
Q2 		$246K Sell
4,245
-37
-0.9% -$2.2K 0.06% 166
2023
Q1 		$250K Buy
4,282
+8
+0.2% +$455 0.06% 186
2022
Q4 		$244K Sell
4,274
-235
-5% -$12.6K 0.06% 179
2022
Q3 		$227K Sell
4,509
-128
-3% -$6.69K 0.07% 174
2022
Q2 		$238K Sell
4,637
-1,300
-22% -$66.2K 0.07% 168
2022
Q1 		$308K Buy
5,937
+599
+11% +$33.3K 0.07% 161
2021
Q4 		$325K Sell
5,338
-331
-6% -$19.7K 0.09% 141
2021
Q3 		$350K Sell
5,669
-710
-11% -$45.2K 0.12% 122
2021
Q2 		$419K Sell
6,379
-472
-7% -$31.4K 0.14% 110
2021
Q1 		$435K Buy
6,851
+175
+3% +$11.1K 0.12% 122
2020
Q4 		$455K Buy
+6,676
New +$453K 0.16% 100

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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
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

Symphony Financial's UL Position: Q2 2026 in Review

Symphony Financial reduced its Unilever (UL) stake by 3.8% in Q2 2026, selling an estimated $8.38K and leaving 3,701 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #331.

Symphony Financial first reported a position in UL in Q4 2020 and has held it in 19 quarters since. The position peaked at $455K in Q4 2020. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Symphony Financial held 3,701 shares of Unilever worth $226K as of Q2 2026.
  • Symphony Financial sold 145 Unilever shares in Q2 2026, an estimated $8.38K.
  • Unilever made up 0.02% of Symphony Financial's portfolio in Q2 2026, its #331 holding.
  • Symphony Financial first reported a position in Unilever in Q4 2020 and has held it in 19 quarters since.
  • Symphony Financial's Unilever position peaked at $455K in Q4 2020.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.