EPG Wealth Management’s Unilever UL Stock Holding History

EPG 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	$853K	Buy	14,180 +1,302	+10%	+$75.3K	0.2%	113
2026 Q1	$734K	Buy	+12,878	New	+$863K	0.2%	122
2023 Q4	–	Sell	-8,772	Closed	-$488K	–	449
2023 Q3	$488K	Sell	8,772 -729	-8%	-$42.1K	0.15%	151
2023 Q2	$557K	Sell	9,501 -87	-0.9%	-$5.17K	0.16%	138
2023 Q1	$560K	Buy	9,588 +4,012	+72%	+$228K	0.18%	135
2022 Q4	$316K	Buy	5,576 +236	+4%	+$12.6K	0.12%	156
2022 Q3	$263K	Buy	5,340 +588	+12%	+$30.7K	0.11%	168
2022 Q2	$245K	Sell	4,752 -128	-3%	-$6.52K	0.1%	181
2022 Q1	$250K	Sell	4,880 -244	-5%	-$13.6K	0.09%	197
2021 Q4	$310K	Sell	5,124 -542	-10%	-$32.2K	0.11%	167
2021 Q3	$346K	Buy	5,666 +218	+4%	+$13.9K	0.14%	144
2021 Q2	$359K	Buy	5,448 +1,232	+29%	+$81.9K	0.15%	140
2021 Q1	$265K	Buy	4,216 +635	+18%	+$40.4K	0.13%	152
2020 Q4	$243K	Buy	+3,581	New	+$243K	0.15%	130
2020 Q2	–	Sell	-462	Closed	-$26K	–	722
2020 Q1	$26K	Buy	462 +3	+0.7%	+$188	0.02%	366
2019 Q4	$30K	Buy	+459	New	+$30.5K	0.02%	294

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

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

EPG Wealth Management increased its Unilever (UL) stake by 10% in Q2 2026, buying an estimated $75.3K and bringing the position to 14,180 shares worth $853K. The position accounts for 0.2% of the portfolio, ranked #113.

EPG Wealth Management first reported a position in UL in Q4 2019 and has held it in 16 quarters since. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

EPG Wealth Management held 14,180 shares of Unilever worth $853K as of Q2 2026.
EPG Wealth Management bought 1,302 Unilever shares in Q2 2026, an estimated $75.3K.
Unilever made up 0.2% of EPG Wealth Management's portfolio in Q2 2026, its #113 holding.
EPG Wealth Management first reported a position in Unilever in Q4 2019 and has held it in 16 quarters since.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.