Focus Partners Wealth
UL icon

Focus Partners Wealth’s Unilever UL Stock Holding History

Focus Partners Wealth’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 		$12.7M Buy
211,670
+19,881
+10% +$1.15M 0.01% 638
2026
Q1 		$10.9M Buy
191,789
+12,951
+7% +$868K 0.01% 695
2025
Q4 		$11.7M Buy
178,838
+10,401
+6% +$699K 0.01% 654
2025
Q3 		$11.2M Buy
168,437
+38,417
+30% +$2.65M 0.02% 533
2025
Q2 		$8.95M Buy
130,020
+6,087
+5% +$427K 0.02% 522
2025
Q1 		$8.3M Buy
123,933
+16,177
+15% +$1.04M 0.02% 509
2024
Q4 		$6.87M Buy
107,756
+67,657
+169% +$4.57M 0.02% 544
2024
Q3 		$2.93M Sell
40,099
-61,956
-61% -$4.28M 0.01% 684
2024
Q2 		$6.31M Buy
102,055
+46,101
+82% +$2.72M 0.02% 458
2024
Q1 		$3.16M Buy
55,954
+32,768
+141% +$1.82M 0.03% 411
2023
Q4 		$1.26M Buy
+23,186
New +$1.25M 0.02% 415

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 22.96% 1-Year Est. Return

Focus Partners Wealth's UL Position: Q2 2026 in Review

Focus Partners Wealth increased its Unilever (UL) stake by 10% in Q2 2026, buying an estimated $1.15M and bringing the position to 211,670 shares worth $12.7M. The position accounts for 0.01% of the portfolio, ranked #638.

Focus Partners Wealth first reported a position in UL in Q4 2023 and has held it in 11 quarters since. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Focus Partners Wealth held 211,670 shares of Unilever worth $12.7M as of Q2 2026.
  • Focus Partners Wealth bought 19,881 Unilever shares in Q2 2026, an estimated $1.15M.
  • Unilever made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #638 holding.
  • Focus Partners Wealth first reported a position in Unilever in Q4 2023 and has held it in 11 quarters since.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.