1900 Wealth Management’s Unilever UL Stock Holding History

1900 Wealth Management’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	$527K	Buy	8,763 +744	+9%	+$43K	0.03%	174
2026 Q1	$457K	Sell	8,019 -42	-0.5%	-$2.81K	0.03%	175
2025 Q4	$527K	Buy	8,061 +1,961	+32%	+$132K	0.03%	156
2025 Q3	$407K	Buy	6,100 +59	+1%	+$4.07K	0.03%	174
2025 Q2	$416K	Buy	6,041 +108	+2%	+$7.58K	0.03%	162
2025 Q1	$397K	Buy	5,933 +46	+0.8%	+$2.97K	0.03%	164
2024 Q4	$376K	Buy	5,887 +47	+0.8%	+$3.17K	0.03%	166
2024 Q3	$427K	Buy	5,840 +43	+0.7%	+$2.97K	0.04%	161
2024 Q2	$359K	Buy	5,797 +47	+0.8%	+$2.78K	0.03%	178
2024 Q1	$325K	Buy	+5,750	New	+$319K	0.03%	193
2023 Q4	–	Sell	-4,071	Closed	-$226K	–	311
2023 Q3	$226K	Buy	+4,071	New	+$235K	0.02%	274

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

1900 Wealth Management's UL Position: Q2 2026 in Review

1900 Wealth Management increased its Unilever (UL) stake by 9.3% in Q2 2026, buying an estimated $43K and bringing the position to 8,763 shares worth $527K. The position accounts for 0.03% of the portfolio, ranked #174.

1900 Wealth Management first reported a position in UL in Q3 2023 and has held it in 11 quarters since. The position peaked at $527K in Q4 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

1900 Wealth Management held 8,763 shares of Unilever worth $527K as of Q2 2026.
1900 Wealth Management bought 744 Unilever shares in Q2 2026, an estimated $43K.
Unilever made up 0.03% of 1900 Wealth Management's portfolio in Q2 2026, its #174 holding.
1900 Wealth Management first reported a position in Unilever in Q3 2023 and has held it in 11 quarters since.
1900 Wealth Management's Unilever position peaked at $527K in Q4 2025.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.