Capital Wealth Planning’s Unilever UL Stock Holding History

Capital Wealth Planning’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	$14.1M	Buy	+233,777	New	+$13.5M	0.07%	86
2025 Q3	–	Sell	-60,172	Closed	-$4.14M	–	173
2025 Q2	$4.14M	Buy	+60,172	New	+$4.22M	0.03%	68
2023 Q4	–	Sell	-11,659	Closed	-$648K	–	165
2023 Q3	$648K	Buy	11,659 +3,609	+45%	+$209K	0.01%	89
2023 Q2	$472K	Sell	8,050 -251	-3%	-$14.9K	0.01%	100
2023 Q1	$485K	Buy	+8,301	New	+$472K	0.01%	89
2020 Q2	–	Sell	-4,465	Closed	-$254K	–	205
2020 Q1	$254K	Sell	4,465 -332	-7%	-$20.8K	0.02%	185
2019 Q4	$309K	Hold	4,797	–	–	0.02%	148
2019 Q3	$322K	Buy	4,797 +454	+10%	+$31.5K	0.02%	179
2019 Q2	$303K	Buy	+4,343	New	+$295K	0.02%	180

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

Capital Wealth Planning's UL Position: Q2 2026 in Review

Capital Wealth Planning opened a new position in Unilever (UL) in Q2 2026: 233,777 shares worth $14.1M. The stake represents 0.07% of the portfolio and ranks #86 among its holdings. This is a return to the name: Capital Wealth Planning previously reported a position in UL as recently as Q2 2025.

Capital Wealth Planning first reported a position in UL in Q2 2019 and has held it in 9 quarters since. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Capital Wealth Planning held 233,777 shares of Unilever worth $14.1M as of Q2 2026.
Unilever was a new Capital Wealth Planning position in Q2 2026.
Unilever made up 0.07% of Capital Wealth Planning's portfolio in Q2 2026, its #86 holding.
Capital Wealth Planning first reported a position in Unilever in Q2 2019 and has held it in 9 quarters since.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.