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Unilever shares owned by Ballast Advisors

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

Historical chart of Ballast Advisors investment in Unilever

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

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Quarterly reported holdings in Unilever by Ballast Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.4k 130 56.97

More positions owned by Ballast Advisors

Schwab U.s. Large-cap Value Etf Etf (SCHV)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab International Etf (SCHF)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Ishares Core Us Etf (AGG)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Enterprise Products Partners (EPD)
Microsoft Corporation (MSFT)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Taiwan Semiconductor Mfg (TSM)
Berkshire Hathaway (BRK.B)
NVIDIA Corporation (NVDA)
Schwab U.s. Small-cap Etf Etf (SCHA)
Uber Technologies (UBER)

View all positions for Ballast Advisors

Top funds holding Unilever

Wellington Management Company
Fisher Investments
GQG Partners
Morgan Stanley
Bank of America Corporation
State Farm Mutual Automobile Insurance Company
ClearBridge Advisors
FMR
Goldman Sachs Group
Envestnet Asset Management
Wells Fargo & Company
Dimensional Fund Advisors
Raymond James Financial
Barrow, Hanley, Mewhinney & Strauss
Royal Bank of Canada

View all funds holding Unilever