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Dakota Wealth Management’s Unilever UL Stock Holding History

Dakota 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 		$1.37M Sell
22,856
-10,561
-32% -$611K 0.03% 375
2026
Q1 		$1.9M Sell
33,417
-1,655
-5% -$111K 0.04% 287
2025
Q4 		$2.29M Sell
35,072
-3,201
-8% -$215K 0.04% 269
2025
Q3 		$2.55M Sell
38,273
-6,993
-15% -$483K 0.05% 224
2025
Q2 		$3.12M Sell
45,266
-2,939
-6% -$206K 0.07% 208
2025
Q1 		$3.23M Sell
48,205
-1,695
-3% -$109K 0.08% 193
2024
Q4 		$3.18M Sell
49,900
-1,969
-4% -$133K 0.07% 203
2024
Q3 		$3.79M Sell
51,869
-268
-0.5% -$18.5K 0.09% 200
2024
Q2 		$3.23M Sell
52,137
-1,018
-2% -$60.2K 0.08% 213
2024
Q1 		$3M Sell
53,155
-1,864
-3% -$103K 0.07% 218
2023
Q4 		$3M Buy
55,019
+421
+0.8% +$22.7K 0.12% 171
2023
Q3 		$3.03M Sell
54,598
-182
-0.3% -$10.5K 0.13% 160
2023
Q2 		$3.21M Sell
54,780
-905
-2% -$53.7K 0.15% 134
2023
Q1 		$3.25M Sell
55,685
-399
-0.7% -$22.7K 0.22% 114
2022
Q4 		$3.18M Buy
56,084
+390
+0.7% +$20.9K 0.23% 106
2022
Q3 		$2.75M Sell
55,694
-176
-0.3% -$9.2K 0.22% 111
2022
Q2 		$2.88M Buy
55,870
+2,362
+4% +$120K 0.27% 102
2022
Q1 		$2.74M Buy
+53,508
New +$2.98M 0.22% 122

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

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

Dakota Wealth Management reduced its Unilever (UL) stake by 32% in Q2 2026, selling an estimated $611K and leaving 22,856 shares worth $1.37M. The position accounts for 0.03% of the portfolio, ranked #375.

Dakota Wealth Management first reported a position in UL in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.79M in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Dakota Wealth Management held 22,856 shares of Unilever worth $1.37M as of Q2 2026.
  • Dakota Wealth Management sold 10,561 Unilever shares in Q2 2026, an estimated $611K.
  • Unilever made up 0.03% of Dakota Wealth Management's portfolio in Q2 2026, its #375 holding.
  • Dakota Wealth Management first reported a position in Unilever in Q1 2022 and has held it in 18 quarters since.
  • Dakota Wealth Management's Unilever position peaked at $3.79M in Q3 2024.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.