Creative Planning
UL icon

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 $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

Creative Planning's UL Position: Q2 2026 in Review

Creative Planning increased its Unilever (UL) stake by 12% in Q2 2026, buying an estimated $2.74M and bringing the position to 452,555 shares worth $27.2M. The position accounts for 0.02% of the portfolio, ranked #391.

Creative Planning first reported a position in UL in Q2 2013 and has held it in 53 quarters since. The position peaked at $28.3M in Q2 2025. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Creative Planning held 452,555 shares of Unilever worth $27.2M as of Q2 2026.
  • Creative Planning bought 47,447 Unilever shares in Q2 2026, an estimated $2.74M.
  • Unilever made up 0.02% of Creative Planning's portfolio in Q2 2026, its #391 holding.
  • Creative Planning first reported a position in Unilever in Q2 2013 and has held it in 53 quarters since.
  • Creative Planning's Unilever position peaked at $28.3M in Q2 2025.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.