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Waverly Advisors’s Unilever UL Stock Holding History

Waverly 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 		$7.32M Sell
121,688
-856
-0.7% -$49.5K 0.04% 349
2026
Q1 		$6.98M Buy
122,544
+75
+0.1% +$5.03K 0.05% 333
2025
Q4 		$8.01M Buy
122,469
+8,300
+7% +$558K 0.06% 282
2025
Q3 		$7.61M Sell
114,169
-5,076
-4% -$350K 0.08% 246
2025
Q2 		$8.21M Sell
119,245
-5,170
-4% -$363K 0.09% 218
2025
Q1 		$8.34M Sell
124,415
-17,021
-12% -$1.1M 0.1% 205
2024
Q4 		$9.02M Buy
141,436
+6,235
+5% +$421K 0.14% 155
2024
Q3 		$9.88M Sell
135,201
-17,548
-11% -$1.21M 0.18% 119
2024
Q2 		$9.45M Buy
152,749
+147,286
+2,696% +$8.7M 0.19% 112
2024
Q1 		$308K Buy
+5,463
New +$303K 0.01% 562
2015
Q4 		– Sell
-82
Closed -$4K – 378
2015
Q3 		$4K Hold
82
– – ﹤0.01% 392
2015
Q2 		$4K Buy
+82
New +$4.05K ﹤0.01% 324
2014
Q1 		– Sell
-82
Closed -$4K – 825
2013
Q4 		$4K Hold
82
– – ﹤0.01% 718
2013
Q3 		$4K Buy
+82
New +$3.72K ﹤0.01% 513

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

Waverly Advisors's UL Position: Q2 2026 in Review

Waverly Advisors reduced its Unilever (UL) stake by 0.7% in Q2 2026, selling an estimated $49.5K and leaving 121,688 shares worth $7.32M. The position accounts for 0.04% of the portfolio, ranked #349.

Waverly Advisors first reported a position in UL in Q3 2013 and has held it in 14 quarters since. The position peaked at $9.88M in Q3 2024. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Waverly Advisors held 121,688 shares of Unilever worth $7.32M as of Q2 2026.
  • Waverly Advisors sold 856 Unilever shares in Q2 2026, an estimated $49.5K.
  • Unilever made up 0.04% of Waverly Advisors's portfolio in Q2 2026, its #349 holding.
  • Waverly Advisors first reported a position in Unilever in Q3 2013 and has held it in 14 quarters since.
  • Waverly Advisors's Unilever position peaked at $9.88M in Q3 2024.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.