Diversify Wealth Management’s Unilever UL Stock Holding History

Diversify 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	$2.36M	Sell	38,407 -709	-2%	-$41K	0.04%	353
2026 Q1	$2.23M	Buy	39,116 +17,093	+78%	+$1.15M	0.04%	347
2025 Q4	$1.42M	Sell	22,023 -3,722	-14%	-$250K	0.07%	259
2025 Q3	$1.76M	Sell	25,745 -145	-0.6%	-$10K	0.1%	194
2025 Q2	$1.78M	Buy	25,890 +1,753	+7%	+$123K	0.11%	191
2025 Q1	$1.71M	Buy	24,137 +325	+1%	+$21K	0.13%	181
2024 Q4	$1.48M	Buy	23,812 +2,685	+13%	+$181K	0.12%	178
2024 Q3	$1.44M	Buy	21,127 +383	+2%	+$26.5K	0.14%	161
2024 Q2	$1.42M	Buy	+20,744	New	+$1.23M	0.18%	126

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Diversify Wealth Management reduced its Unilever (UL) stake by 1.8% in Q2 2026, selling an estimated $41K and leaving 38,407 shares worth $2.36M. The position accounts for 0.04% of the portfolio, ranked #353.

Diversify Wealth Management first reported a position in UL in Q2 2024 and has held it in 9 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Diversify Wealth Management held 38,407 shares of Unilever worth $2.36M as of Q2 2026.
Diversify Wealth Management sold 709 Unilever shares in Q2 2026, an estimated $41K.
Unilever made up 0.04% of Diversify Wealth Management's portfolio in Q2 2026, its #353 holding.
Diversify Wealth Management first reported a position in Unilever in Q2 2024 and has held it in 9 quarters since.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.