Tru Independence Asset Management 2’s Unilever UL Stock Holding History

Tru Independence Asset Management 2’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	$278K	Sell	4,616 -610	-12%	-$35.3K	0.15%	80
2026 Q1	$301K	Hold	5,226	–	–	0.18%	69
2025 Q4	$342K	Sell	5,226 -6	-0.1%	-$403	0.21%	65
2025 Q3	$349K	Hold	5,232	–	–	0.23%	71
2025 Q2	$360K	Hold	5,232	–	–	0.25%	67
2025 Q1	$351K	Hold	5,232	–	–	0.26%	71
2024 Q4	$334K	Sell	5,232 -176	-3%	-$11.9K	0.28%	62
2024 Q3	$395K	Buy	+5,408	New	+$374K	0.33%	52
2023 Q1	$286K	Buy	+4,904	New	+$279K	0.29%	57
2022 Q3	$242K	Hold	4,904	–	–	0.26%	54
2022 Q2	$253K	Hold	4,904	–	–	0.21%	54
2022 Q1	$251K	Sell	4,904 -59	-1%	-$3.28K	0.14%	79
2021 Q4	$301K	Buy	+4,963	New	+$295K	0.16%	98
2021 Q1	–	Sell	-57	Closed	-$4K	–	392
2020 Q4	$4K	Buy	+57	New	+$3.87K	﹤0.01%	383

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 22.9% 1-Year Est. Return

Tru Independence Asset Management 2's UL Position: Q2 2026 in Review

Tru Independence Asset Management 2 reduced its Unilever (UL) stake by 12% in Q2 2026, selling an estimated $35.3K and leaving 4,616 shares worth $278K. The position accounts for 0.15% of the portfolio, ranked #80.

Tru Independence Asset Management 2 first reported a position in UL in Q4 2020 and has held it in 14 quarters since. The position peaked at $395K in Q3 2024. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Tru Independence Asset Management 2 held 4,616 shares of Unilever worth $278K as of Q2 2026.
Tru Independence Asset Management 2 sold 610 Unilever shares in Q2 2026, an estimated $35.3K.
Unilever made up 0.15% of Tru Independence Asset Management 2's portfolio in Q2 2026, its #80 holding.
Tru Independence Asset Management 2 first reported a position in Unilever in Q4 2020 and has held it in 14 quarters since.
Tru Independence Asset Management 2's Unilever position peaked at $395K in Q3 2024.
1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2026, filed 11 Aug 2026.