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Comprehensive Financial Planning’s Unilever UL Stock Holding History

Comprehensive Financial 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 		$1.2K Hold
20
– – ﹤0.01% 366
2026
Q1 		$1.14K Hold
20
– – ﹤0.01% 349
2025
Q4 		$1.31K Hold
20
– – ﹤0.01% 376
2025
Q3 		$1.36K Hold
20
– – ﹤0.01% 310
2025
Q2 		$1.41K Hold
20
– – ﹤0.01% 300
2025
Q1 		$1.37K Hold
20
– – ﹤0.01% 293
2024
Q4 		$1.3K Buy
+20
New +$1.35K ﹤0.01% 325

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 22.96% 1-Year Est. Return

Comprehensive Financial Planning's UL Position: Q2 2026 in Review

Comprehensive Financial Planning held its Unilever (UL) position steady in Q2 2026 at 20 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Comprehensive Financial Planning first reported a position in UL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.41K in Q2 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Comprehensive Financial Planning held 20 shares of Unilever worth $1.2K as of Q2 2026.
  • Comprehensive Financial Planning left its Unilever share count unchanged in Q2 2026.
  • Unilever made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #366 holding.
  • Comprehensive Financial Planning first reported a position in Unilever in Q4 2024 and has held it in 7 quarters since.
  • Comprehensive Financial Planning's Unilever position peaked at $1.41K in Q2 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.