Elevation Wealth Partners’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$13.5K Hold
222
– – ﹤0.01% 793
2026
Q2
$13.3K Buy
+222
New +$12.8K ﹤0.01% 720

Other funds holding UL

Elevation Wealth Partners's UL Position: Q3 2026 in Review

Elevation Wealth Partners held its Unilever (UL) position steady in Q3 2026 at 222 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Elevation Wealth Partners first reported a position in UL in Q2 2026 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Elevation Wealth Partners held 222 shares of Unilever worth $13.5K as of Q3 2026.
  • Elevation Wealth Partners left its Unilever share count unchanged in Q3 2026.
  • Unilever made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #793 holding.
  • Elevation Wealth Partners first reported a position in Unilever in Q2 2026 and has held it in 2 quarters since.
  • 65 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.