EPG Wealth Management
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
Q3 		$995K Buy
16,390
+2,210
+16% +$139K 0.23% 106
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Axiom Investors
Axiom Investors Greenwich, Connecticut $14B AUM 51.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

EPG Wealth Management's UL Position: Q3 2026 in Review

EPG Wealth Management increased its Unilever (UL) stake by 16% in Q3 2026, buying an estimated $139K and bringing the position to 16,390 shares worth $995K. The position accounts for 0.23% of the portfolio, ranked #106.

EPG Wealth Management first reported a position in UL in Q4 2019 and has held it in 17 quarters since. 1,032 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • EPG Wealth Management held 16,390 shares of Unilever worth $995K as of Q3 2026.
  • EPG Wealth Management bought 2,210 Unilever shares in Q3 2026, an estimated $139K.
  • Unilever made up 0.23% of EPG Wealth Management's portfolio in Q3 2026, its #106 holding.
  • EPG Wealth Management first reported a position in Unilever in Q4 2019 and has held it in 17 quarters since.
  • 1,032 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on EPG Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.