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BIP Wealth’s Unilever UL Stock Holding History

BIP 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 		$458K Buy
7,625
+56
+0.7% +$3.24K 0.01% 385
2026
Q1 		$431K Sell
7,569
-176
-2% -$11.8K 0.02% 313
2025
Q4 		$507K Sell
7,745
-4,068
-34% -$273K 0.02% 301
2025
Q3 		$788K Buy
11,813
+394
+3% +$27.2K 0.04% 142
2025
Q2 		$786K Sell
11,419
-834
-7% -$58.5K 0.05% 120
2025
Q1 		$821K Buy
12,253
+5
+0% +$323 0.05% 114
2024
Q4 		$781K Sell
12,248
-78
-0.6% -$5.27K 0.05% 119
2024
Q3 		$901K Buy
+12,326
New +$852K 0.06% 98

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

BIP Wealth's UL Position: Q2 2026 in Review

BIP Wealth increased its Unilever (UL) stake by 0.74% in Q2 2026, buying an estimated $3.24K and bringing the position to 7,625 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #385.

BIP Wealth first reported a position in UL in Q3 2024 and has held it in 8 quarters since. The position peaked at $901K in Q3 2024. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • BIP Wealth held 7,625 shares of Unilever worth $458K as of Q2 2026.
  • BIP Wealth bought 56 Unilever shares in Q2 2026, an estimated $3.24K.
  • Unilever made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #385 holding.
  • BIP Wealth first reported a position in Unilever in Q3 2024 and has held it in 8 quarters since.
  • BIP Wealth's Unilever position peaked at $901K in Q3 2024.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.