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Buck Wealth Strategies’s Unilever UL Stock Holding History

Buck Wealth Strategies’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 		$19.6K Buy
+326
New +$18.8K ﹤0.01% 478
2023
Q4 		– Sell
-36
Closed -$2K – 314
2023
Q3 		$2K Hold
36
– – ﹤0.01% 311
2023
Q2 		$2.09K Hold
36
– – ﹤0.01% 238
2023
Q1 		$2.06K Buy
+36
New +$2.04K ﹤0.01% 181

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 22.9% 1-Year Est. Return

Buck Wealth Strategies's UL Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Unilever (UL) in Q2 2026: 326 shares worth $19.6K. The stake represents ﹤0.01% of the portfolio and ranks #478 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in UL as recently as Q3 2023.

Buck Wealth Strategies first reported a position in UL in Q1 2023 and has held it in 4 quarters since. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Buck Wealth Strategies held 326 shares of Unilever worth $19.6K as of Q2 2026.
  • Unilever was a new Buck Wealth Strategies position in Q2 2026.
  • Unilever made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #478 holding.
  • Buck Wealth Strategies first reported a position in Unilever in Q1 2023 and has held it in 4 quarters since.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.