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Argonautica Private Wealth Management’s Unilever UL Stock Holding History

Argonautica Private 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 		– Sell
-10,521
Closed -$599K – 202
2026
Q1 		$599K Buy
10,521
+994
+10% +$66.6K 0.18% 111
2025
Q4 		$623K Buy
9,527
+3,491
+58% +$235K 0.18% 105
2025
Q3 		$403K Buy
6,036
+414
+7% +$28.6K 0.12% 142
2025
Q2 		$387K Sell
5,622
-125
-2% -$8.77K 0.12% 141
2025
Q1 		$385K Buy
5,747
+690
+14% +$44.5K 0.13% 142
2024
Q4 		$323K Buy
5,057
+16
+0.3% +$1.08K 0.1% 156
2024
Q3 		$368K Buy
5,041
+18
+0.4% +$1.24K 0.12% 143
2024
Q2 		$311K Buy
5,023
+8
+0.2% +$473 0.11% 154
2024
Q1 		$283K Sell
5,015
-485
-9% -$26.9K 0.1% 168
2023
Q4 		$300K Buy
5,500
+72
+1% +$3.88K 0.12% 154
2023
Q3 		$302K Buy
5,428
+37
+0.7% +$2.14K 0.14% 140
2023
Q2 		$316K Buy
5,391
+1,437
+36% +$85.3K 0.14% 136
2023
Q1 		$231K Sell
3,954
-541
-12% -$30.7K 0.12% 142
2022
Q4 		$255K Buy
+4,495
New +$241K 0.13% 131

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 22.9% 1-Year Est. Return

Argonautica Private Wealth Management's UL Position: Q2 2026 in Review

Argonautica Private Wealth Management sold out of Unilever (UL) in Q2 2026, closing a stake of 10,521 shares — an estimated $599K sold.

Argonautica Private Wealth Management first reported a position in UL in Q4 2022 and held it in 14 quarters. The position peaked at $623K in Q4 2025. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Argonautica Private Wealth Management reported no remaining Unilever position as of Q2 2026 after selling out during the quarter.
  • Argonautica Private Wealth Management sold 10,521 Unilever shares in Q2 2026, an estimated $599K.
  • Argonautica Private Wealth Management first reported a position in Unilever in Q4 2022 and held it in 14 quarters.
  • Argonautica Private Wealth Management's Unilever position peaked at $623K in Q4 2025.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Argonautica Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.