Financial Gravity Companies’s Unilever UL Stock Holding History

Financial Gravity Companies’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	$26.9K	Buy	+447	New	+$25.8K	﹤0.01%	410
2025 Q2	$2.4M	Buy	+34,941	New	+$2.45M	0.47%	53
2024 Q4	$1.87M	Buy	29,346 +867	+3%	+$58.5K	0.43%	58
2024 Q3	$2.08M	Buy	+28,479	New	+$1.97M	0.56%	42
2018 Q4	$9K	Buy	+147	New	+$8.86K	0.01%	619
2018 Q1	$10K	Sell	168 -8	-5%	-$487	0.01%	591
2017 Q4	$11K	Buy	+176	New	+$11.2K	0.01%	562

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 22.9% 1-Year Est. Return

Financial Gravity Companies's UL Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Unilever (UL) in Q2 2026: 447 shares worth $26.9K. The stake represents ﹤0.01% of the portfolio and ranks #410 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in UL as recently as Q2 2025.

Financial Gravity Companies first reported a position in UL in Q4 2017 and has held it in 7 quarters since. The position peaked at $2.4M in Q2 2025. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Financial Gravity Companies held 447 shares of Unilever worth $26.9K as of Q2 2026.
Unilever was a new Financial Gravity Companies position in Q2 2026.
Unilever made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #410 holding.
Financial Gravity Companies first reported a position in Unilever in Q4 2017 and has held it in 7 quarters since.
Financial Gravity Companies's Unilever position peaked at $2.4M in Q2 2025.
1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.