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Cornerstone Wealth Group’s Unilever UL Stock Holding History

Cornerstone Wealth Group’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 		$399K Buy
6,643
+744
+13% +$43K 0.02% 279
2026
Q1 		$336K Sell
5,899
-114
-2% -$7.64K 0.02% 302
2025
Q4 		$393K Buy
6,013
+94
+2% +$6.32K 0.03% 238
2025
Q3 		$395K Buy
5,919
+67
+1% +$4.62K 0.03% 225
2025
Q2 		$403K Buy
5,852
+193
+3% +$13.5K 0.03% 209
2025
Q1 		$379K Sell
5,659
-127
-2% -$8.19K 0.03% 193
2024
Q4 		$369K Buy
5,786
+123
+2% +$8.31K 0.03% 190
2024
Q3 		$414K Sell
5,663
-312
-5% -$21.6K 0.03% 181
2024
Q2 		$370K Hold
5,975
– – 0.03% 182
2024
Q1 		$337K Buy
+5,975
New +$331K 0.03% 183
2020
Q1 		– Sell
-36,552
Closed -$2.35M – 159
2019
Q4 		$2.35M Sell
36,552
-156
-0.4% -$10.4K 0.64% 55
2019
Q3 		$2.48M Buy
+36,708
New +$2.54M 0.62% 50

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

Cornerstone Wealth Group's UL Position: Q2 2026 in Review

Cornerstone Wealth Group increased its Unilever (UL) stake by 13% in Q2 2026, buying an estimated $43K and bringing the position to 6,643 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #279.

Cornerstone Wealth Group first reported a position in UL in Q3 2019 and has held it in 12 quarters since. The position peaked at $2.48M in Q3 2019. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Cornerstone Wealth Group held 6,643 shares of Unilever worth $399K as of Q2 2026.
  • Cornerstone Wealth Group bought 744 Unilever shares in Q2 2026, an estimated $43K.
  • Unilever made up 0.02% of Cornerstone Wealth Group's portfolio in Q2 2026, its #279 holding.
  • Cornerstone Wealth Group first reported a position in Unilever in Q3 2019 and has held it in 12 quarters since.
  • Cornerstone Wealth Group's Unilever position peaked at $2.48M in Q3 2019.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

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