Destination Wealth Management’s Unilever UL Stock Holding History

Destination 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 Q1	$7.15M	Buy	125,462 +3,090	+3%	+$207K	0.19%	90
2025 Q4	$8M	Buy	122,372 +3,503	+3%	+$235K	0.21%	85
2025 Q3	$7.93M	Sell	118,869 -1,072	-0.9%	-$74K	0.22%	83
2025 Q2	$8.25M	Buy	119,941 +1,881	+2%	+$132K	0.24%	80
2025 Q1	$7.91M	Sell	118,060 -1,629	-1%	-$105K	0.25%	80
2024 Q4	$7.63M	Buy	119,689 +1,685	+1%	+$114K	0.24%	83
2024 Q3	$8.62M	Sell	118,004 -2,595	-2%	-$179K	0.27%	78
2024 Q2	$7.46M	Sell	120,599 -1,315	-1%	-$77.7K	0.25%	79
2024 Q1	$6.88M	Buy	121,914 +3,214	+3%	+$178K	0.23%	80
2023 Q4	$6.47M	Sell	118,700 -12,069	-9%	-$651K	0.22%	83
2023 Q3	$7.27M	Buy	130,769 +751	+0.6%	+$43.4K	0.28%	74
2023 Q2	$7.63M	Sell	130,018 -767	-0.6%	-$45.5K	0.28%	76
2023 Q1	$7.64M	Buy	130,785 +4,506	+4%	+$256K	0.29%	75
2022 Q4	$7.15M	Sell	126,279 -2,179	-2%	-$117K	0.28%	78
2022 Q3	$6.34M	Buy	128,458 +14,789	+13%	+$773K	0.27%	80
2022 Q2	$5.86M	Buy	113,669 +2,466	+2%	+$126K	0.24%	85
2022 Q1	$5.7M	Buy	111,203 +15,587	+16%	+$868K	0.21%	83
2021 Q4	$5.79M	Sell	95,616 -3,215	-3%	-$191K	0.2%	85
2021 Q3	$6.03M	Sell	98,831 -2,801	-3%	-$178K	0.23%	78
2021 Q2	$6.69M	Buy	101,632 +3,503	+4%	+$233K	0.26%	76
2021 Q1	$6.16M	Buy	98,129 +6,931	+8%	+$441K	0.25%	77
2020 Q4	$6.19M	Buy	91,198 +2,049	+2%	+$139K	0.27%	69
2020 Q3	$6.19M	Buy	89,149 +3,121	+4%	+$208K	0.31%	65
2020 Q2	$5.31M	Buy	86,028 +3,495	+4%	+$209K	0.29%	66
2020 Q1	$4.7M	Buy	82,533 +2,543	+3%	+$160K	0.29%	64
2019 Q4	$5.14M	Buy	79,990 +3,882	+5%	+$258K	0.26%	65
2019 Q3	$5.15M	Buy	76,108 +898	+1%	+$62.2K	0.28%	64
2019 Q2	$5.24M	Sell	75,210 -1,094	-1%	-$74.3K	0.29%	61
2019 Q1	$4.96M	Sell	76,304 -4,266	-5%	-$260K	0.28%	63
2018 Q4	$4.74M	Sell	80,570 -4,085	-5%	-$246K	0.29%	63
2018 Q3	$5.24M	Sell	84,655 -717	-0.8%	-$45.2K	0.29%	61
2018 Q2	$5.31M	Sell	85,372 -100	-0.1%	-$6.21K	0.32%	58
2018 Q1	$5.34M	Buy	85,472 +2,763	+3%	+$168K	0.32%	58
2017 Q4	$5.15M	Buy	82,709 +5,095	+7%	+$323K	0.31%	61
2017 Q3	$5.06M	Buy	77,614 +4,918	+7%	+$316K	0.32%	58
2017 Q2	$4.43M	Buy	72,696 +2,620	+4%	+$156K	0.3%	66
2017 Q1	$3.89M	Buy	70,076 +9,258	+15%	+$468K	0.27%	65
2016 Q4	$2.79M	Buy	60,818 +11,911	+24%	+$555K	0.2%	70
2016 Q3	$2.61M	Buy	48,907 +13,655	+39%	+$721K	0.2%	69
2016 Q2	$1.9M	Buy	35,252 +20,250	+135%	+$1.04M	0.16%	69
2016 Q1	$728K	Hold	15,002	–	–	0.07%	92
2015 Q4	$728K	Buy	15,002 +1,882	+14%	+$91.8K	0.07%	92
2015 Q3	$602K	Buy	13,120 +2,282	+21%	+$109K	0.07%	81
2015 Q2	$524K	Buy	10,838 +2,922	+37%	+$144K	0.03%	168
2015 Q1	$371K	Buy	+7,916	New	+$379K	0.04%	90

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Destination Wealth Management's UL Position: Q1 2026 in Review

Destination Wealth Management increased its Unilever (UL) stake by 2.5% in Q1 2026, buying an estimated $207K and bringing the position to 125,462 shares worth $7.15M. The position accounts for 0.19% of the portfolio, ranked #90.

Destination Wealth Management first reported a position in UL in Q1 2015 and has held it in 45 quarters since. The position peaked at $8.62M in Q3 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Destination Wealth Management held 125,462 shares of Unilever worth $7.15M as of Q1 2026.
Destination Wealth Management bought 3,090 Unilever shares in Q1 2026, an estimated $207K.
Unilever made up 0.19% of Destination Wealth Management's portfolio in Q1 2026, its #90 holding.
Destination Wealth Management first reported a position in Unilever in Q1 2015 and has held it in 45 quarters since.
Destination Wealth Management's Unilever position peaked at $8.62M in Q3 2024.
1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.