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Cove Private Wealth’s Unilever UL Stock Holding History

Cove Private Wealth’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 		$305K Buy
+5,065
New +$293K 0.06% 178
2024
Q1 		– Sell
-4,756
Closed -$259K – 76
2023
Q4 		$259K Buy
+4,756
New +$257K 0.25% 69

Other funds holding UL

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Fisher Asset Management
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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

Cove Private Wealth's UL Position: Q2 2026 in Review

Cove Private Wealth opened a new position in Unilever (UL) in Q2 2026: 5,065 shares worth $305K. The stake represents 0.06% of the portfolio and ranks #178 among its holdings. This is a return to the name: Cove Private Wealth previously reported a position in UL as recently as Q4 2023.

Cove Private Wealth first reported a position in UL in Q4 2023 and has held it in 2 quarters since. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Cove Private Wealth held 5,065 shares of Unilever worth $305K as of Q2 2026.
  • Unilever was a new Cove Private Wealth position in Q2 2026.
  • Unilever made up 0.06% of Cove Private Wealth's portfolio in Q2 2026, its #178 holding.
  • Cove Private Wealth first reported a position in Unilever in Q4 2023 and has held it in 2 quarters since.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.