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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
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Dynasty Wealth Management reduced its Unilever (UL) stake by 26% in Q1 2026, selling an estimated $148K and leaving 6,393 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Dynasty Wealth Management first reported a position in UL in Q3 2025 and has held it in 3 quarters since. The position peaked at $562K in Q4 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Dynasty Wealth Management held 6,393 shares of Unilever worth $364K as of Q1 2026.
  • Dynasty Wealth Management sold 2,202 Unilever shares in Q1 2026, an estimated $148K.
  • Unilever made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #268 holding.
  • Dynasty Wealth Management first reported a position in Unilever in Q3 2025 and has held it in 3 quarters since.
  • Dynasty Wealth Management's Unilever position peaked at $562K in Q4 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.