EWM
UL icon

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
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
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

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

EPG Wealth Management opened a new position in Unilever (UL) in Q1 2026: 12,878 shares worth $734K. The stake represents 0.2% of the portfolio and ranks #122 among its holdings. This is a return to the name: EPG Wealth Management previously reported a position in UL as recently as Q3 2023.

EPG Wealth Management first reported a position in UL in Q4 2019 and has held it in 15 quarters since. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • EPG Wealth Management held 12,878 shares of Unilever worth $734K as of Q1 2026.
  • Unilever was a new EPG Wealth Management position in Q1 2026.
  • Unilever made up 0.2% of EPG Wealth Management's portfolio in Q1 2026, its #122 holding.
  • EPG Wealth Management first reported a position in Unilever in Q4 2019 and has held it in 15 quarters since.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.