Creative Planning
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Creative Planning’s Unilever UL Stock Holding History

Creative Planning’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
2021
Q2 		– Sell
-2,222
Closed -$5K – 2574
2021
Q1 		$5K Buy
+2,222
New +$142K ﹤0.01% 2520

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's UL Position: Q1 2026 in Review

Creative Planning reduced its Unilever (UL) stake by 2.5% in Q1 2026, selling an estimated $691K and leaving 405,108 shares worth $23.1M. The position accounts for 0.02% of the portfolio, ranked #384.

Creative Planning first reported a position in UL in Q2 2013 and has held it in 52 quarters since. The position peaked at $28.3M in Q2 2025. 1,167 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Creative Planning held 405,108 shares of Unilever worth $23.1M as of Q1 2026.
  • Creative Planning sold 10,313 Unilever shares in Q1 2026, an estimated $691K.
  • Unilever made up 0.02% of Creative Planning's portfolio in Q1 2026, its #384 holding.
  • Creative Planning first reported a position in Unilever in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Unilever position peaked at $28.3M in Q2 2025.
  • 1,167 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.