CPL
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Capital & Planning LLC’s Unilever UL Stock Holding History

Capital & Planning LLC’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
-163
Closed -$9.29K – 154
2026
Q1 		$9.29K Buy
+163
New +$10.9K 0.01% 100
2025
Q1 		– Sell
-164
Closed -$10.4K – 170
2024
Q4 		$10.4K Buy
+164
New +$11.1K 0.01% 94

Other funds holding UL

Wellington Management Group
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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

Capital & Planning LLC's UL Position: Q2 2026 in Review

Capital & Planning LLC sold out of Unilever (UL) in Q2 2026, closing a stake of 163 shares — an estimated $9.29K sold.

Capital & Planning LLC first reported a position in UL in Q4 2024 and held it in 2 quarters. The position peaked at $10.4K in Q4 2024. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Capital & Planning LLC reported no remaining Unilever position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 163 Unilever shares in Q2 2026, an estimated $9.29K.
  • Capital & Planning LLC first reported a position in Unilever in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's Unilever position peaked at $10.4K in Q4 2024.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.