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Trifecta Capital Advisors’s Unilever UL Stock Holding History

Trifecta Capital 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 		$1.14K Buy
+19
New +$1.1K ﹤0.01% 348
2024
Q1 		– Sell
-140
Closed -$7.61K – 442
2023
Q4 		$7.61K Buy
+140
New +$7.55K ﹤0.01% 220

Other funds holding UL

Wellington Management Group
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Fisher Asset Management
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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 22.96% 1-Year Est. Return

Trifecta Capital Advisors's UL Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in Unilever (UL) in Q2 2026: 19 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #348 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in UL as recently as Q4 2023.

Trifecta Capital Advisors first reported a position in UL in Q4 2023 and has held it in 2 quarters since. The position peaked at $7.61K in Q4 2023. 1,192 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Trifecta Capital Advisors held 19 shares of Unilever worth $1.14K as of Q2 2026.
  • Unilever was a new Trifecta Capital Advisors position in Q2 2026.
  • Unilever made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #348 holding.
  • Trifecta Capital Advisors first reported a position in Unilever in Q4 2023 and has held it in 2 quarters since.
  • Trifecta Capital Advisors's Unilever position peaked at $7.61K in Q4 2023.
  • 1,192 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.