Superior Planning, LLC’s Unilever UL Stock Holding History

Superior Planning, LLC’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 Q3	$100K	Buy	+1,646	New	+$103K	0.04%	242

Other funds holding UL

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Superior Planning, LLC's UL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Unilever (UL) in Q3 2026: 1,646 shares worth $100K. The stake represents 0.04% of the portfolio and ranks #242 among its holdings.

881 funds tracked by Wall St. Rank hold UL as of Q3 2026.

Superior Planning, LLC held 1,646 shares of Unilever worth $100K as of Q3 2026.
Unilever was a new Superior Planning, LLC position in Q3 2026.
Unilever made up 0.04% of Superior Planning, LLC's portfolio in Q3 2026, its #242 holding.
881 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.