United Advisor Group’s Unilever UL Stock Holding History

United Advisor Group’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	$389K	Buy	6,471 +729	+13%	+$42.1K	0.04%	367
2026 Q1	$328K	Buy	5,742 +119	+2%	+$7.98K	0.04%	374
2025 Q4	$368K	Buy	5,623 +721	+15%	+$48.5K	0.05%	335
2025 Q3	$327K	Buy	+4,902	New	+$338K	0.04%	342
2025 Q1	–	Sell	-5,615	Closed	-$358K	–	391
2024 Q4	$358K	Sell	5,615 -789	-12%	-$53.3K	0.07%	258
2024 Q3	$468K	Buy	+6,404	New	+$443K	0.11%	201

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

United Advisor Group's UL Position: Q2 2026 in Review

United Advisor Group increased its Unilever (UL) stake by 13% in Q2 2026, buying an estimated $42.1K and bringing the position to 6,471 shares worth $389K. The position accounts for 0.04% of the portfolio, ranked #367.

United Advisor Group first reported a position in UL in Q3 2024 and has held it in 6 quarters since. The position peaked at $468K in Q3 2024. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

United Advisor Group held 6,471 shares of Unilever worth $389K as of Q2 2026.
United Advisor Group bought 729 Unilever shares in Q2 2026, an estimated $42.1K.
Unilever made up 0.04% of United Advisor Group's portfolio in Q2 2026, its #367 holding.
United Advisor Group first reported a position in Unilever in Q3 2024 and has held it in 6 quarters since.
United Advisor Group's Unilever position peaked at $468K in Q3 2024.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.