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Beverly Hills Private Wealth’s Unilever UL Stock Holding History

Beverly Hills Private 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
-8,379
Closed -$477K – 359
2026
Q1 		$477K Sell
8,379
-137
-2% -$9.18K 0.08% 192
2025
Q4 		$557K Buy
8,516
+180
+2% +$12.1K 0.1% 163
2025
Q3 		$556K Sell
8,336
-253
-3% -$17.5K 0.1% 170
2025
Q2 		$591K Buy
8,589
+102
+1% +$7.16K 0.11% 158
2025
Q1 		$569K Buy
8,487
+64
+0.8% +$4.13K 0.11% 156
2024
Q4 		$537K Sell
8,423
-1,000
-11% -$67.5K 0.11% 162
2024
Q3 		$689K Sell
9,423
-1,733
-16% -$120K 0.14% 150
2024
Q2 		$690K Sell
11,156
-1,452
-12% -$85.8K 0.15% 144
2024
Q1 		$712K Buy
12,608
+3,006
+31% +$167K 0.16% 139
2023
Q4 		$524K Sell
9,602
-3,017
-24% -$163K 0.14% 159
2023
Q3 		$701K Sell
12,619
-12,834
-50% -$742K 0.21% 107
2023
Q2 		$1.49M Buy
25,453
+13,615
+115% +$809K 0.24% 95
2023
Q1 		$692K Buy
11,838
+3,905
+49% +$222K 0.21% 107
2022
Q4 		$449K Buy
+7,933
New +$425K 0.2% 118

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

Beverly Hills Private Wealth's UL Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Unilever (UL) in Q2 2026, closing a stake of 8,379 shares — an estimated $477K sold.

Beverly Hills Private Wealth first reported a position in UL in Q4 2022 and held it in 14 quarters. The position peaked at $1.49M in Q2 2023. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Unilever position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 8,379 Unilever shares in Q2 2026, an estimated $477K.
  • Beverly Hills Private Wealth first reported a position in Unilever in Q4 2022 and held it in 14 quarters.
  • Beverly Hills Private Wealth's Unilever position peaked at $1.49M in Q2 2023.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.