World Investment Advisors’s Unilever UL Stock Holding History

World Investment 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	$4.98M	Sell	87,298 -165	-0.2%	-$9.54K	0.08%	266
2026 Q1	$4.98M	Buy	87,463 +5,764	+7%	+$386K	0.08%	263
2025 Q4	$5.34M	Buy	81,699 +8,686	+12%	+$584K	0.09%	247
2025 Q3	$4.87M	Buy	73,013 +2,156	+3%	+$149K	0.1%	230
2025 Q2	$4.88M	Sell	70,857 -690	-1%	-$48.4K	0.11%	213
2025 Q1	$4.79M	Buy	71,547 +8,830	+14%	+$570K	0.12%	195
2024 Q4	$4M	Buy	62,717 +17,424	+38%	+$1.18M	0.11%	207
2024 Q3	$3.31M	Buy	+45,293	New	+$3.13M	0.1%	221

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

World Investment Advisors's UL Position: Q2 2026 in Review

World Investment Advisors reduced its Unilever (UL) stake by 0.19% in Q2 2026, selling an estimated $9.54K and leaving 87,298 shares worth $4.98M. The position accounts for 0.08% of the portfolio, ranked #266.

World Investment Advisors first reported a position in UL in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.34M in Q4 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

World Investment Advisors held 87,298 shares of Unilever worth $4.98M as of Q2 2026.
World Investment Advisors sold 165 Unilever shares in Q2 2026, an estimated $9.54K.
Unilever made up 0.08% of World Investment Advisors's portfolio in Q2 2026, its #266 holding.
World Investment Advisors first reported a position in Unilever in Q3 2024 and has held it in 8 quarters since.
World Investment Advisors's Unilever position peaked at $5.34M in Q4 2025.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

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