Action Point Financial Planning’s Unilever UL Stock Holding History

Action Point Financial Planning’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	$17.8K	Buy	+298	New	+$17.2K	﹤0.01%	1179

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

Action Point Financial Planning's UL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Unilever (UL) in Q2 2026: 298 shares worth $17.8K. The stake represents ﹤0.01% of the portfolio and ranks #1179 among its holdings.

1,185 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Action Point Financial Planning held 298 shares of Unilever worth $17.8K as of Q2 2026.
Unilever was a new Action Point Financial Planning position in Q2 2026.
Unilever made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1179 holding.
1,185 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.