4WM
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44 Wealth Management’s Unilever UL Stock Holding History

44 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 		$1.99M Sell
33,027
-1,255
-4% -$72.6K 0.66% 48
2026
Q1 		$1.95M Sell
34,282
-620
-2% -$41.6K 0.68% 44
2025
Q4 		$2.28M Sell
34,902
-2,265
-6% -$152K 0.77% 37
2025
Q3 		$2.48M Buy
37,167
+25,258
+212% +$1.74M 0.84% 30
2025
Q2 		$820K Sell
11,909
-1,651
-12% -$116K 0.29% 109
2025
Q1 		$908K Buy
13,560
+5,838
+76% +$377K 0.34% 98
2024
Q4 		$493K Sell
7,722
-4
-0.1% -$270 0.19% 130
2024
Q3 		$527K Buy
+7,726
New +$534K 0.19% 133
2023
Q2 		$3.71M Buy
63,299
+1,117
+2% +$66.3K 1.27% 21
2023
Q1 		$3.63M Buy
62,182
+3,145
+5% +$179K 1.23% 19
2022
Q4 		$3.34M Buy
59,037
+4,794
+9% +$257K 1.16% 20
2022
Q3 		$2.67M Buy
54,243
+5,343
+11% +$279K 1.1% 19
2022
Q2 		$2.52M Buy
48,900
+5,194
+12% +$265K 0.97% 20
2022
Q1 		$2.24M Buy
43,706
+6,475
+17% +$360K 0.81% 31
2021
Q4 		$2.25M Buy
37,231
+1,146
+3% +$68.1K 0.78% 33
2021
Q3 		$2.2M Buy
36,085
+3,114
+9% +$198K 0.84% 31
2021
Q2 		$2.17M Buy
32,971
+8,107
+33% +$539K 0.83% 29
2021
Q1 		$1.56M Buy
24,864
+8,627
+53% +$549K 0.65% 44
2020
Q4 		$1.1M Buy
+16,237
New +$1.1M 0.5% 46

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

44 Wealth Management reduced its Unilever (UL) stake by 3.7% in Q2 2026, selling an estimated $72.6K and leaving 33,027 shares worth $1.99M. The position accounts for 0.66% of the portfolio, ranked #48.

44 Wealth Management first reported a position in UL in Q4 2020 and has held it in 19 quarters since. The position peaked at $3.71M in Q2 2023. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • 44 Wealth Management held 33,027 shares of Unilever worth $1.99M as of Q2 2026.
  • 44 Wealth Management sold 1,255 Unilever shares in Q2 2026, an estimated $72.6K.
  • Unilever made up 0.66% of 44 Wealth Management's portfolio in Q2 2026, its #48 holding.
  • 44 Wealth Management first reported a position in Unilever in Q4 2020 and has held it in 19 quarters since.
  • 44 Wealth Management's Unilever position peaked at $3.71M in Q2 2023.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.