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Dynasty Wealth Management’s Unilever UL Stock Holding History

Dynasty 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 		– Sell
-6,393
Closed -$364K – 401
2026
Q1 		$364K Sell
6,393
-2,202
-26% -$148K ﹤0.01% 268
2025
Q4 		$562K Buy
8,595
+5,117
+147% +$344K 0.01% 230
2025
Q3 		$232K Buy
+3,478
New +$240K ﹤0.01% 292

Other funds holding UL

Wellington Management Group
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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

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

Dynasty Wealth Management sold out of Unilever (UL) in Q2 2026, closing a stake of 6,393 shares — an estimated $364K sold.

Dynasty Wealth Management first reported a position in UL in Q3 2025 and held it in 3 quarters. The position peaked at $562K in Q4 2025. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Dynasty Wealth Management reported no remaining Unilever position as of Q2 2026 after selling out during the quarter.
  • Dynasty Wealth Management sold 6,393 Unilever shares in Q2 2026, an estimated $364K.
  • Dynasty Wealth Management first reported a position in Unilever in Q3 2025 and held it in 3 quarters.
  • Dynasty Wealth Management's Unilever position peaked at $562K in Q4 2025.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

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