Cove Private Wealth’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$308K Hold
5,065
– – 0.05% 178
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

Cove Private Wealth's UL Position: Q3 2026 in Review

Cove Private Wealth held its Unilever (UL) position steady in Q3 2026 at 5,065 shares worth $308K. The position accounts for 0.05% of the portfolio, ranked #178.

Cove Private Wealth first reported a position in UL in Q4 2023 and has held it in 3 quarters since. 1,032 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Cove Private Wealth held 5,065 shares of Unilever worth $308K as of Q3 2026.
  • Cove Private Wealth left its Unilever share count unchanged in Q3 2026.
  • Unilever made up 0.05% of Cove Private Wealth's portfolio in Q3 2026, its #178 holding.
  • Cove Private Wealth first reported a position in Unilever in Q4 2023 and has held it in 3 quarters since.
  • 1,032 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.