Transamerica Financial Advisors’s Unilever UL Stock Holding History

Transamerica Financial 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	$494K	Buy	8,215 +482	+6%	+$27.9K	0.04%	290
2026 Q1	$442K	Buy	7,733 +2,029	+36%	+$136K	0.04%	299
2025 Q4	$373K	Sell	5,704 -791	-12%	-$53.2K	0.03%	287
2025 Q3	$433K	Buy	6,495 +1,484	+30%	+$102K	0.04%	247
2025 Q2	$345K	Sell	5,011 -1,095	-18%	-$76.8K	0.03%	197
2025 Q1	$410K	Buy	6,106 +1,926	+46%	+$124K	0.04%	197
2024 Q4	$267K	Buy	4,180 +399	+11%	+$26.9K	0.03%	210
2024 Q3	$277K	Sell	3,781 -801	-17%	-$55.4K	0.03%	207
2024 Q2	$284K	Hold	4,582	–	–	0.03%	184
2024 Q1	$259K	Buy	4,582 +3,651	+392%	+$202K	0.03%	210
2023 Q4	$51K	Buy	931 +698	+300%	+$37.7K	0.01%	297
2023 Q3	$13K	Buy	+233	New	+$13.5K	﹤0.01%	325
2022 Q4	–	Sell	-59	Closed	-$3K	–	716
2022 Q3	$3K	Buy	+59	New	+$3.08K	﹤0.01%	367

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Transamerica Financial Advisors's UL Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Unilever (UL) stake by 6.2% in Q2 2026, buying an estimated $27.9K and bringing the position to 8,215 shares worth $494K. The position accounts for 0.04% of the portfolio, ranked #290.

Transamerica Financial Advisors first reported a position in UL in Q3 2022 and has held it in 13 quarters since. 1,185 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Transamerica Financial Advisors held 8,215 shares of Unilever worth $494K as of Q2 2026.
Transamerica Financial Advisors bought 482 Unilever shares in Q2 2026, an estimated $27.9K.
Unilever made up 0.04% of Transamerica Financial Advisors's portfolio in Q2 2026, its #290 holding.
Transamerica Financial Advisors first reported a position in Unilever in Q3 2022 and has held it in 13 quarters since.
1,185 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.