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WealthTrust Axiom’s Unilever UL Stock Holding History

WealthTrust Axiom’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 		$372K Buy
6,186
+29
+0.5% +$1.68K 0.08% 194
2026
Q1 		$351K Buy
6,157
+107
+2% +$7.17K 0.09% 179
2025
Q4 		$396K Buy
6,050
+207
+4% +$13.9K 0.1% 164
2025
Q3 		$390K Sell
5,843
-889
-13% -$61.4K 0.1% 166
2025
Q2 		$463K Hold
6,732
– – 0.14% 143
2025
Q1 		$451K Sell
6,732
-473
-7% -$30.5K 0.14% 139
2024
Q4 		$460K Sell
7,205
-43
-0.6% -$2.9K 0.14% 142
2024
Q3 		$530K Buy
7,248
+68
+0.9% +$4.7K 0.16% 134
2024
Q2 		$444K Hold
7,180
– – 0.15% 141
2024
Q1 		$405K Sell
7,180
-67
-0.9% -$3.71K 0.13% 153
2023
Q4 		$395K Buy
7,247
+403
+6% +$21.7K 0.13% 151
2023
Q3 		$380K Sell
6,844
-412
-6% -$23.8K 0.14% 150
2023
Q2 		$426K Hold
7,256
– – 0.14% 151
2023
Q1 		$424K Hold
7,256
– – 0.14% 145
2022
Q4 		$411K Hold
7,256
– – 0.14% 146
2022
Q3 		$357K Hold
7,256
– – 0.14% 143
2022
Q2 		$374K Hold
7,256
– – 0.13% 147
2022
Q1 		$371K Buy
7,256
+267
+4% +$14.9K 0.12% 159
2021
Q4 		$422K Sell
6,989
-151
-2% -$8.97K 0.13% 144
2021
Q3 		$435K Sell
7,140
-89
-1% -$5.67K 0.15% 132
2021
Q2 		$475K Hold
7,229
– – 0.15% 125
2021
Q1 		$454K Sell
7,229
-445
-6% -$28.3K 0.15% 126
2020
Q4 		$521K Buy
+7,674
New +$521K 0.19% 109
2019
Q4 		– Sell
-3,004
Closed -$203K – 243
2019
Q3 		$203K Hold
3,004
– – 0.07% 199
2019
Q2 		$209K Buy
+3,004
New +$204K 0.07% 197

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 22.96% 1-Year Est. Return

WealthTrust Axiom's UL Position: Q2 2026 in Review

WealthTrust Axiom increased its Unilever (UL) stake by 0.47% in Q2 2026, buying an estimated $1.68K and bringing the position to 6,186 shares worth $372K. The position accounts for 0.08% of the portfolio, ranked #194.

WealthTrust Axiom first reported a position in UL in Q2 2019 and has held it in 25 quarters since. The position peaked at $530K in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • WealthTrust Axiom held 6,186 shares of Unilever worth $372K as of Q2 2026.
  • WealthTrust Axiom bought 29 Unilever shares in Q2 2026, an estimated $1.68K.
  • Unilever made up 0.08% of WealthTrust Axiom's portfolio in Q2 2026, its #194 holding.
  • WealthTrust Axiom first reported a position in Unilever in Q2 2019 and has held it in 25 quarters since.
  • WealthTrust Axiom's Unilever position peaked at $530K in Q3 2024.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.