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Traphagen Investment Advisors’s Unilever UL Stock Holding History

Traphagen 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 		$299K Buy
4,974
+212
+4% +$12.3K 0.02% 170
2026
Q1 		$271K Sell
4,762
-15
-0.3% -$1K 0.02% 168
2025
Q4 		$312K Buy
4,777
+13
+0.3% +$874 0.03% 154
2025
Q3 		$318K Sell
4,764
-32
-0.7% -$2.21K 0.03% 149
2025
Q2 		$330K Buy
4,796
+7
+0.1% +$491 0.03% 143
2025
Q1 		$321K Buy
4,789
+15
+0.3% +$968 0.03% 135
2024
Q4 		$305K Buy
4,774
+7
+0.1% +$473 0.03% 136
2024
Q3 		$348K Buy
4,767
+51
+1% +$3.52K 0.04% 126
2024
Q2 		$292K Buy
4,716
+7
+0.1% +$414 0.03% 128
2024
Q1 		$266K Sell
4,709
-244
-5% -$13.5K 0.03% 147
2023
Q4 		$270K Buy
4,953
+13
+0.3% +$701 0.03% 135
2023
Q3 		$275K Buy
4,940
+58
+1% +$3.35K 0.03% 127
2023
Q2 		$286K Sell
4,882
-169
-3% -$10K 0.04% 125
2023
Q1 		$295K Sell
5,051
-142
-3% -$8.07K 0.04% 125
2022
Q4 		$294K Sell
5,193
-195
-4% -$10.4K 0.05% 115
2022
Q3 		$266K Sell
5,388
-680
-11% -$35.5K 0.05% 113
2022
Q2 		$313K Buy
6,068
+848
+16% +$43.2K 0.06% 101
2022
Q1 		$268K Sell
5,220
-392
-7% -$21.8K 0.04% 116
2021
Q4 		$340K Buy
5,612
+28
+0.5% +$1.66K 0.06% 103
2021
Q3 		$341K Buy
5,584
+2,157
+63% +$137K 0.06% 92
2021
Q2 		$848K Hold
3,427
– – 0.14% 55
2021
Q1 		$850K Hold
3,427
– – 0.16% 56
2020
Q4 		$803K Hold
3,427
– – 0.14% 55
2020
Q3 		$759K Buy
+3,427
New +$229K 0.15% 48

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

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

Traphagen Investment Advisors increased its Unilever (UL) stake by 4.5% in Q2 2026, buying an estimated $12.3K and bringing the position to 4,974 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #170.

Traphagen Investment Advisors first reported a position in UL in Q3 2020 and has held it in 24 quarters since. The position peaked at $850K in Q1 2021. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Traphagen Investment Advisors held 4,974 shares of Unilever worth $299K as of Q2 2026.
  • Traphagen Investment Advisors bought 212 Unilever shares in Q2 2026, an estimated $12.3K.
  • Unilever made up 0.02% of Traphagen Investment Advisors's portfolio in Q2 2026, its #170 holding.
  • Traphagen Investment Advisors first reported a position in Unilever in Q3 2020 and has held it in 24 quarters since.
  • Traphagen Investment Advisors's Unilever position peaked at $850K in Q1 2021.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.