TAFW
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Tred Avon Family Wealth’s Unilever UL Stock Holding History

Tred Avon Family Wealth’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 		$1.09M Buy
18,078
+4,690
+35% +$271K 0.33% 80
2026
Q1 		$763K Sell
13,388
-196
-1% -$13.1K 0.25% 115
2025
Q4 		$888K Buy
13,584
+1,983
+17% +$133K 0.29% 90
2025
Q3 		$774K Buy
+11,601
New +$801K 0.27% 108

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

Tred Avon Family Wealth's UL Position: Q2 2026 in Review

Tred Avon Family Wealth increased its Unilever (UL) stake by 35% in Q2 2026, buying an estimated $271K and bringing the position to 18,078 shares worth $1.09M. The position accounts for 0.33% of the portfolio, ranked #80.

Tred Avon Family Wealth first reported a position in UL in Q3 2025 and has held it in 4 quarters since. 1,195 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Tred Avon Family Wealth held 18,078 shares of Unilever worth $1.09M as of Q2 2026.
  • Tred Avon Family Wealth bought 4,690 Unilever shares in Q2 2026, an estimated $271K.
  • Unilever made up 0.33% of Tred Avon Family Wealth's portfolio in Q2 2026, its #80 holding.
  • Tred Avon Family Wealth first reported a position in Unilever in Q3 2025 and has held it in 4 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.