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Essential Partners’s Unilever UL Stock Holding History

Essential Partners’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 		$71.4K Buy
1,188
+586
+97% +$33.9K 0.03% 518
2026
Q1 		$34.3K Buy
602
+335
+125% +$22.5K 0.01% 712
2025
Q4 		$17.4K Sell
267
-332
-55% -$22.3K 0.01% 965
2025
Q3 		$40K Buy
599
+332
+124% +$22.9K 0.01% 660
2025
Q2 		$18.4K Buy
+267
New +$18.7K 0.01% 701

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Essential Partners's UL Position: Q2 2026 in Review

Essential Partners increased its Unilever (UL) stake by 97% in Q2 2026, buying an estimated $33.9K and bringing the position to 1,188 shares worth $71.4K. The position accounts for 0.03% of the portfolio, ranked #518.

Essential Partners first reported a position in UL in Q2 2025 and has held it in 5 quarters since. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Essential Partners held 1,188 shares of Unilever worth $71.4K as of Q2 2026.
  • Essential Partners bought 586 Unilever shares in Q2 2026, an estimated $33.9K.
  • Unilever made up 0.03% of Essential Partners's portfolio in Q2 2026, its #518 holding.
  • Essential Partners first reported a position in Unilever in Q2 2025 and has held it in 5 quarters since.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.