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Alvarez & Marsal Private Wealth Partners’s Unilever UL Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		$270K Buy
4,489
+135
+3% +$7.8K 0.04% 83
2026
Q1 		$250K Buy
+4,354
New +$292K 0.04% 143

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Alvarez & Marsal Private Wealth Partners's UL Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners increased its Unilever (UL) stake by 3.1% in Q2 2026, buying an estimated $7.8K and bringing the position to 4,489 shares worth $270K. The position accounts for 0.04% of the portfolio, ranked #83.

Alvarez & Marsal Private Wealth Partners first reported a position in UL in Q1 2026 and has held it in 2 quarters since. 1,185 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 4,489 shares of Unilever worth $270K as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners bought 135 Unilever shares in Q2 2026, an estimated $7.8K.
  • Unilever made up 0.04% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #83 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Unilever in Q1 2026 and has held it in 2 quarters since.
  • 1,185 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.