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Daymark Wealth Partners’s Unilever UL Stock Holding History

Daymark Wealth Partners’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 		$450K Buy
7,483
+456
+6% +$26.4K 0.01% 517
2026
Q1 		$400K Sell
7,027
-526
-7% -$35.3K 0.01% 490
2025
Q4 		$494K Buy
7,553
+18
+0.2% +$1.21K 0.02% 397
2025
Q3 		$503K Buy
7,535
+846
+13% +$58.4K 0.02% 378
2025
Q2 		$460K Buy
6,689
+546
+9% +$38.3K 0.02% 369
2025
Q1 		$412K Sell
6,143
-932
-13% -$60.1K 0.02% 361
2024
Q4 		$451K Sell
7,075
-1,870
-21% -$126K 0.02% 343
2024
Q3 		$654K Buy
8,945
+478
+6% +$33K 0.03% 299
2024
Q2 		$524K Buy
8,467
+1,059
+14% +$62.6K 0.02% 312
2024
Q1 		$418K Sell
7,408
-1,238
-14% -$68.6K 0.02% 285
2023
Q4 		$472K Sell
8,646
-671
-7% -$36.2K 0.03% 263
2023
Q3 		$518K Sell
9,317
-3
-0% -$173 0.04% 236
2023
Q2 		$547K Buy
9,320
+2,516
+37% +$149K 0.04% 224
2023
Q1 		$397K Buy
6,804
+3,007
+79% +$171K 0.05% 202
2022
Q4 		$215K Buy
+3,797
New +$203K 0.04% 212

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

Daymark Wealth Partners's UL Position: Q2 2026 in Review

Daymark Wealth Partners increased its Unilever (UL) stake by 6.5% in Q2 2026, buying an estimated $26.4K and bringing the position to 7,483 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #517.

Daymark Wealth Partners first reported a position in UL in Q4 2022 and has held it in 15 quarters since. The position peaked at $654K in Q3 2024. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Daymark Wealth Partners held 7,483 shares of Unilever worth $450K as of Q2 2026.
  • Daymark Wealth Partners bought 456 Unilever shares in Q2 2026, an estimated $26.4K.
  • Unilever made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #517 holding.
  • Daymark Wealth Partners first reported a position in Unilever in Q4 2022 and has held it in 15 quarters since.
  • Daymark Wealth Partners's Unilever position peaked at $654K in Q3 2024.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

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