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Fourth Dimension Wealth’s Unilever UL Stock Holding History

Fourth Dimension 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 		– Sell
-82
Closed -$4.67K – 708
2026
Q1 		$4.67K Hold
82
– – ﹤0.01% 481
2025
Q4 		$5.36K Sell
82
-1
-1% -$67 ﹤0.01% 476
2025
Q3 		$5.51K Hold
83
– – ﹤0.01% 478
2025
Q2 		$5.69K Hold
83
– – ﹤0.01% 479
2025
Q1 		$5.54K Hold
83
– – ﹤0.01% 485
2024
Q4 		$5.27K Buy
+83
New +$5.61K ﹤0.01% 499

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Fidelity Investments
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GQG Partners
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T. Rowe Price Associates
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State Farm Mutual Automobile Insurance
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
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Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fourth Dimension Wealth's UL Position: Q2 2026 in Review

Fourth Dimension Wealth sold out of Unilever (UL) in Q2 2026, closing a stake of 82 shares — an estimated $4.67K sold.

Fourth Dimension Wealth first reported a position in UL in Q4 2024 and held it in 6 quarters. The position peaked at $5.69K in Q2 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Fourth Dimension Wealth reported no remaining Unilever position as of Q2 2026 after selling out during the quarter.
  • Fourth Dimension Wealth sold 82 Unilever shares in Q2 2026, an estimated $4.67K.
  • Fourth Dimension Wealth first reported a position in Unilever in Q4 2024 and held it in 6 quarters.
  • Fourth Dimension Wealth's Unilever position peaked at $5.69K in Q2 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.