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Concord Wealth Partners’s Unilever UL Stock Holding History

Concord Wealth Partners’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 		$9.56K Buy
+159
New +$9.19K ﹤0.01% 579
2026
Q1 		– Sell
-162
Closed -$10.6K – 743
2025
Q4 		$10.6K Sell
162
-1
-0.6% -$67 ﹤0.01% 527
2025
Q3 		$10.8K Sell
163
-1,236
-88% -$85.3K ﹤0.01% 530
2025
Q2 		$96.3K Hold
1,399
– – 0.01% 271
2025
Q1 		$93.7K Hold
1,399
– – 0.02% 252
2024
Q4 		$89.2K Sell
1,399
-85
-6% -$5.74K 0.01% 262
2024
Q3 		$108K Buy
1,484
+240
+19% +$16.6K 0.02% 255
2024
Q2 		$77K Sell
1,244
-220
-15% -$13K 0.01% 262
2024
Q1 		$82.7K Buy
1,464
+220
+18% +$12.2K 0.01% 289
2023
Q4 		$67.9K Sell
1,244
-856
-41% -$46.2K 0.01% 316
2023
Q3 		$117K Sell
2,100
-178
-8% -$10.3K 0.02% 262
2023
Q2 		$134K Buy
2,278
+130
+6% +$7.72K 0.03% 238
2023
Q1 		$125K Sell
2,148
-130
-6% -$7.39K 0.04% 223
2022
Q4 		$129K Buy
+2,278
New +$122K 0.04% 212
2022
Q3 		– Sell
-2,688
Closed -$139K – 1088
2022
Q2 		$139K Sell
2,688
-76
-3% -$3.87K 0.04% 211
2022
Q1 		$142K Sell
2,764
-356
-11% -$19.8K 0.04% 236
2021
Q4 		$189K Buy
3,120
+80
+3% +$4.75K 0.05% 197
2021
Q3 		$185K Sell
3,040
-356
-10% -$22.7K 0.08% 93
2021
Q2 		$223K Hold
3,396
– – 0.06% 128
2021
Q1 		$213K Buy
3,396
+24
+0.7% +$1.53K 0.07% 126
2020
Q4 		$229K Buy
+3,372
New +$229K 0.18% 64

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 22.96% 1-Year Est. Return

Concord Wealth Partners's UL Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Unilever (UL) in Q2 2026: 159 shares worth $9.56K. The stake represents ﹤0.01% of the portfolio and ranks #579 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in UL as recently as Q4 2025.

Concord Wealth Partners first reported a position in UL in Q4 2020 and has held it in 21 quarters since. The position peaked at $229K in Q4 2020. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Concord Wealth Partners held 159 shares of Unilever worth $9.56K as of Q2 2026.
  • Unilever was a new Concord Wealth Partners position in Q2 2026.
  • Unilever made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #579 holding.
  • Concord Wealth Partners first reported a position in Unilever in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's Unilever position peaked at $229K in Q4 2020.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.