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Commonwealth Retirement Investments’s Unilever UL Stock Holding History

Commonwealth Retirement Investments’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 		$3.79K Buy
+63
New +$3.64K ﹤0.01% 357
2026
Q1 		– Sell
-63
Closed -$4.12K – 388
2025
Q4 		$4.12K Buy
+63
New +$4.23K ﹤0.01% 372

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

Commonwealth Retirement Investments's UL Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in Unilever (UL) in Q2 2026: 63 shares worth $3.79K. The stake represents ﹤0.01% of the portfolio and ranks #357 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in UL as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in UL in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.12K in Q4 2025. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Commonwealth Retirement Investments held 63 shares of Unilever worth $3.79K as of Q2 2026.
  • Unilever was a new Commonwealth Retirement Investments position in Q2 2026.
  • Unilever made up ﹤0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #357 holding.
  • Commonwealth Retirement Investments first reported a position in Unilever in Q4 2025 and has held it in 2 quarters since.
  • Commonwealth Retirement Investments's Unilever position peaked at $4.12K in Q4 2025.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.