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Unilever shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of Unilever (UL) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in Unilever

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All positions including Unilever held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unilever by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $365k 7.3k 50.19
2023-12-31 $326k 6.7k 48.48
2022-12-31 $355k 7.0k 50.35
2022-09-30 $286k 6.5k 43.82

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Top funds holding Unilever

Wellington Management Company
BlackRock
Fisher Investments
FMR
Bank of America Corporation
Morgan Stanley
State Farm Mutual Automobile Insurance Company
Hotchkis and Wiley Capital Management
Wells Fargo & Company
Goldman Sachs Group
Envestnet Asset Management
Fiduciary Management
American Century Companies
Dimensional Fund Advisors
Lazard Asset Management

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