Basepoint Wealth’s Unilever UL Stock Holding History

Basepoint Wealth’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	-109	Closed	-$6.21K	–	703
2026 Q1	$6.21K	Hold	109	–	–	﹤0.01%	461
2025 Q4	$7.13K	Buy	+109	New	+$7.33K	﹤0.01%	426

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

Basepoint Wealth's UL Position: Q2 2026 in Review

Basepoint Wealth sold out of Unilever (UL) in Q2 2026, closing a stake of 109 shares — an estimated $6.21K sold.

Basepoint Wealth first reported a position in UL in Q4 2025 and held it in 2 quarters. The position peaked at $7.13K in Q4 2025. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Basepoint Wealth reported no remaining Unilever position as of Q2 2026 after selling out during the quarter.
Basepoint Wealth sold 109 Unilever shares in Q2 2026, an estimated $6.21K.
Basepoint Wealth first reported a position in Unilever in Q4 2025 and held it in 2 quarters.
Basepoint Wealth's Unilever position peaked at $7.13K in Q4 2025.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.