Wealth Enhancement Advisory Services’s Unilever UL Stock Holding History

Wealth Enhancement Advisory Services’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	$12M	Buy	298,018 +57,623	+24%	+$3.33M	0.02%	598
2026 Q1	$7.85M	Buy	240,395 +50,603	+27%	+$3.39M	0.02%	681
2025 Q4	$12.3M	Sell	189,792 -9,791	-5%	-$658K	0.02%	622
2025 Q3	$13.2M	Buy	199,583 +11,346	+6%	+$783K	0.02%	559
2025 Q2	$13M	Buy	188,237 +13,707	+8%	+$962K	0.02%	550
2025 Q1	$11.7M	Buy	174,530 +35,446	+25%	+$2.29M	0.02%	533
2024 Q4	$8.87M	Buy	139,084 +40,837	+42%	+$2.76M	0.02%	601
2024 Q3	$7.18M	Buy	98,247 +14,170	+17%	+$980K	0.02%	615
2024 Q2	$5.2M	Buy	84,077 +1,145	+1%	+$67.7K	0.01%	675
2024 Q1	$4.68M	Sell	82,932 -4,660	-5%	-$258K	0.01%	682
2023 Q4	$4.78M	Sell	87,592 -6,007	-6%	-$324K	0.01%	624
2023 Q3	$5.2M	Buy	+93,599	New	+$5.41M	0.02%	572
2023 Q2	–	Sell	-4,095	Closed	-$239K	–	568
2023 Q1	$239K	Buy	+4,095	New	+$233K	﹤0.01%	479

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

Wealth Enhancement Advisory Services's UL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Unilever (UL) stake by 24% in Q2 2026, buying an estimated $3.33M and bringing the position to 298,018 shares worth $12M. The position accounts for 0.02% of the portfolio, ranked #598.

Wealth Enhancement Advisory Services first reported a position in UL in Q1 2023 and has held it in 13 quarters since. The position peaked at $13.2M in Q3 2025. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Wealth Enhancement Advisory Services held 298,018 shares of Unilever worth $12M as of Q2 2026.
Wealth Enhancement Advisory Services bought 57,623 Unilever shares in Q2 2026, an estimated $3.33M.
Unilever made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #598 holding.
Wealth Enhancement Advisory Services first reported a position in Unilever in Q1 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's Unilever position peaked at $13.2M in Q3 2025.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.