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Drive Wealth Management’s Unilever UL Stock Holding History

Drive 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 		$346K Buy
5,752
+1,288
+29% +$74.5K 0.06% 273
2026
Q1 		$257K Sell
4,464
-518
-10% -$34.7K 0.05% 288
2025
Q4 		$326K Buy
4,982
+281
+6% +$18.9K 0.06% 243
2025
Q3 		$314K Buy
4,701
+13
+0.3% +$897 0.07% 228
2025
Q2 		$323K Buy
4,688
+332
+8% +$23.3K 0.07% 226
2025
Q1 		$292K Sell
4,356
-579
-12% -$37.4K 0.07% 230
2024
Q4 		$315K Buy
4,935
+94
+2% +$6.35K 0.08% 207
2024
Q3 		$354K Sell
4,841
-285
-6% -$19.7K 0.09% 181
2024
Q2 		$317K Sell
5,126
-219
-4% -$12.9K 0.09% 185
2024
Q1 		$302K Sell
5,345
-1,410
-21% -$78.1K 0.08% 201
2023
Q4 		$368K Sell
6,755
-2,039
-23% -$110K 0.12% 161
2023
Q3 		$489K Sell
8,794
-694
-7% -$40.1K 0.18% 110
2023
Q2 		$556K Sell
9,488
-54
-0.6% -$3.21K 0.21% 103
2023
Q1 		$557K Sell
9,542
-1,264
-12% -$71.8K 0.23% 104
2022
Q4 		$612K Buy
10,806
+6,582
+156% +$352K 0.31% 80
2022
Q3 		$208K Buy
+4,224
New +$221K 0.2% 137

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

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

Drive Wealth Management increased its Unilever (UL) stake by 29% in Q2 2026, buying an estimated $74.5K and bringing the position to 5,752 shares worth $346K. The position accounts for 0.06% of the portfolio, ranked #273.

Drive Wealth Management first reported a position in UL in Q3 2022 and has held it in 16 quarters since. The position peaked at $612K in Q4 2022. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Drive Wealth Management held 5,752 shares of Unilever worth $346K as of Q2 2026.
  • Drive Wealth Management bought 1,288 Unilever shares in Q2 2026, an estimated $74.5K.
  • Unilever made up 0.06% of Drive Wealth Management's portfolio in Q2 2026, its #273 holding.
  • Drive Wealth Management first reported a position in Unilever in Q3 2022 and has held it in 16 quarters since.
  • Drive Wealth Management's Unilever position peaked at $612K in Q4 2022.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.