Wescott Financial Advisory Group’s Unilever UL Stock Holding History

Wescott Financial Advisory 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	$367K	Sell	6,105 -176	-3%	-$10.2K	0.03%	154
2026 Q1	$358K	Buy	6,281 +176	+3%	+$11.8K	0.03%	144
2025 Q4	$399K	Sell	6,105 -1,035	-14%	-$69.6K	0.03%	139
2025 Q3	$476K	Sell	7,140 -898	-11%	-$62K	0.04%	123
2025 Q2	$553K	Buy	8,038 +10	+0.1%	+$702	0.05%	112
2025 Q1	$538K	Hold	8,028	–	–	0.06%	109
2024 Q4	$512K	Hold	8,028	–	–	0.05%	111
2024 Q3	$587K	Sell	8,028 -1,067	-12%	-$73.8K	0.06%	104
2024 Q2	$563K	Buy	9,095 +65	+0.7%	+$3.84K	0.07%	110
2024 Q1	$510K	Sell	9,030 -781	-8%	-$43.3K	0.06%	107
2023 Q4	$535K	Hold	9,811	–	–	0.07%	101
2023 Q3	$545K	Hold	9,811	–	–	0.1%	93
2023 Q2	$575K	Sell	9,811 -217	-2%	-$12.9K	0.1%	91
2023 Q1	$586K	Buy	10,028 +176	+2%	+$10K	0.13%	82
2022 Q4	$558K	Buy	9,852 +217	+2%	+$11.6K	0.12%	86
2022 Q3	$475K	Hold	9,635	–	–	0.13%	87
2022 Q2	$497K	Buy	9,635 +71	+0.7%	+$3.62K	0.13%	79
2022 Q1	$490K	Buy	+9,564	New	+$532K	0.13%	83

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

Wescott Financial Advisory Group's UL Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its Unilever (UL) stake by 2.8% in Q2 2026, selling an estimated $10.2K and leaving 6,105 shares worth $367K. The position accounts for 0.03% of the portfolio, ranked #154.

Wescott Financial Advisory Group first reported a position in UL in Q1 2022 and has held it in 18 quarters since. The position peaked at $587K in Q3 2024. 1,192 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Wescott Financial Advisory Group held 6,105 shares of Unilever worth $367K as of Q2 2026.
Wescott Financial Advisory Group sold 176 Unilever shares in Q2 2026, an estimated $10.2K.
Unilever made up 0.03% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #154 holding.
Wescott Financial Advisory Group first reported a position in Unilever in Q1 2022 and has held it in 18 quarters since.
Wescott Financial Advisory Group's Unilever position peaked at $587K in Q3 2024.
1,192 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.