Cornerstone Wealth Management’s Unilever UL Stock Holding History

Cornerstone Wealth Management’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	$523K	Buy	8,699 +2,314	+36%	+$134K	0.02%	480
2026 Q1	$364K	Buy	6,385 +2,349	+58%	+$157K	0.02%	526
2025 Q4	$264K	Buy	4,036 +583	+17%	+$39.2K	0.01%	580
2025 Q3	$230K	Sell	3,453 -294	-8%	-$20.3K	0.01%	607
2025 Q2	$258K	Buy	3,747 +274	+8%	+$19.2K	0.02%	553
2025 Q1	$233K	Buy	+3,473	New	+$224K	0.02%	539
2024 Q3	–	Sell	-3,332	Closed	-$206K	–	590
2024 Q2	$206K	Buy	+3,332	New	+$197K	0.02%	518
2023 Q4	–	Sell	-7,797	Closed	-$433K	–	570
2023 Q3	$433K	Buy	+7,797	New	+$451K	0.04%	334
2019 Q2	–	Sell	-888	Closed	-$216K	–	501
2019 Q1	$216K	Buy	+888	New	+$54.1K	0.03%	470

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

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

Cornerstone Wealth Management increased its Unilever (UL) stake by 36% in Q2 2026, buying an estimated $134K and bringing the position to 8,699 shares worth $523K. The position accounts for 0.02% of the portfolio, ranked #480.

Cornerstone Wealth Management first reported a position in UL in Q1 2019 and has held it in 9 quarters since. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Cornerstone Wealth Management held 8,699 shares of Unilever worth $523K as of Q2 2026.
Cornerstone Wealth Management bought 2,314 Unilever shares in Q2 2026, an estimated $134K.
Unilever made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #480 holding.
Cornerstone Wealth Management first reported a position in Unilever in Q1 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 Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.