Blake Schutter Theil Wealth Advisors’s Unilever UL Stock Holding History

Blake Schutter Theil Wealth Advisors’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	$346K	Hold	5,754	–	–	0.23%	83
2026 Q1	$328K	Buy	5,754 +180	+3%	+$12.1K	0.27%	81
2025 Q4	$365K	Buy	5,574 +12	+0.2%	+$806	0.3%	80
2025 Q3	$371K	Hold	5,562	–	–	0.37%	75
2025 Q2	$383K	Hold	5,562	–	–	0.43%	67
2025 Q1	$373K	Buy	5,562 +11	+0.2%	+$710	0.42%	78
2024 Q4	$354K	Hold	5,551	–	–	0.37%	79
2024 Q3	$406K	Buy	+5,551	New	+$384K	0.29%	97

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

Blake Schutter Theil Wealth Advisors's UL Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors held its Unilever (UL) position steady in Q2 2026 at 5,754 shares worth $346K. The position accounts for 0.23% of the portfolio, ranked #83.

Blake Schutter Theil Wealth Advisors first reported a position in UL in Q3 2024 and has held it in 8 quarters since. The position peaked at $406K in Q3 2024. 1,192 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 5,754 shares of Unilever worth $346K as of Q2 2026.
Blake Schutter Theil Wealth Advisors left its Unilever share count unchanged in Q2 2026.
Unilever made up 0.23% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #83 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Unilever in Q3 2024 and has held it in 8 quarters since.
Blake Schutter Theil Wealth Advisors's Unilever position peaked at $406K in Q3 2024.
1,192 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.