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Baker Tilly Wealth Management’s Unilever UL Stock Holding History

Baker Tilly 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 		$989K Sell
16,455
-957
-5% -$55.3K 0.21% 89
2026
Q1 		$992K Buy
17,412
+318
+2% +$21.3K 0.24% 81
2025
Q4 		$1.12M Sell
17,094
-674
-4% -$45.3K 0.28% 67
2025
Q3 		$1.18M Buy
17,768
+1,526
+9% +$105K 0.27% 65
2025
Q2 		$1.12M Buy
16,242
+607
+4% +$42.6K 0.4% 52
2025
Q1 		$1.05M Buy
15,635
+5,452
+54% +$352K 0.41% 57
2024
Q4 		$650K Buy
10,183
+6,990
+219% +$472K 0.25% 93
2024
Q3 		$233K Sell
3,193
-5,059
-61% -$350K 0.1% 213
2024
Q2 		$510K Sell
8,252
-23,382
-74% -$1.38M 0.21% 117
2024
Q1 		$1.79M Buy
31,634
+5,426
+21% +$301K 0.32% 70
2023
Q4 		$1.43M Buy
26,208
+1,633
+7% +$88.1K 0.23% 98
2023
Q3 		$1.37M Buy
24,575
+1,969
+9% +$114K 0.23% 94
2023
Q2 		$1.33M Sell
22,606
-400
-2% -$23.8K 0.14% 160
2023
Q1 		$1.34M Buy
23,006
+6,975
+44% +$396K 0.15% 148
2022
Q4 		$908K Sell
16,031
-4,545
-22% -$243K 0.11% 203
2022
Q3 		$1.01M Buy
20,576
+23
+0.1% +$1.2K 0.14% 160
2022
Q2 		$1.06M Buy
20,553
+1,161
+6% +$59.1K 0.14% 157
2022
Q1 		$994K Sell
19,392
-635
-3% -$35.3K 0.11% 197
2021
Q4 		$1.21M Sell
20,027
-2,574
-11% -$153K 0.13% 164
2021
Q3 		$1.38M Buy
22,601
+5,747
+34% +$366K 0.18% 108
2021
Q2 		$1.11M Buy
16,854
+2,480
+17% +$165K 0.18% 129
2021
Q1 		$903K Buy
14,374
+3,194
+29% +$203K 0.18% 133
2020
Q4 		$759K Buy
+11,180
New +$759K 0.23% 105

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

Baker Tilly Wealth Management's UL Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Unilever (UL) stake by 5.5% in Q2 2026, selling an estimated $55.3K and leaving 16,455 shares worth $989K. The position accounts for 0.21% of the portfolio, ranked #89.

Baker Tilly Wealth Management first reported a position in UL in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.79M in Q1 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Baker Tilly Wealth Management held 16,455 shares of Unilever worth $989K as of Q2 2026.
  • Baker Tilly Wealth Management sold 957 Unilever shares in Q2 2026, an estimated $55.3K.
  • Unilever made up 0.21% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Baker Tilly Wealth Management first reported a position in Unilever in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Unilever position peaked at $1.79M in Q1 2024.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.