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FourThought Financial Partners’s Unilever UL Stock Holding History

FourThought Financial 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 		$624K Buy
10,375
+882
+9% +$51K 0.05% 186
2026
Q1 		$541K Sell
9,493
-2,075
-18% -$139K 0.05% 179
2025
Q4 		$757K Buy
11,568
+3,170
+38% +$213K 0.06% 165
2025
Q3 		$560K Sell
8,398
-16
-0.2% -$1.1K 0.05% 177
2025
Q2 		$579K Buy
8,414
+1,402
+20% +$98.4K 0.06% 173
2025
Q1 		$470K Buy
7,012
+310
+5% +$20K 0.05% 186
2024
Q4 		$428K Sell
6,702
-49
-0.7% -$3.31K 0.04% 203
2024
Q3 		$493K Sell
6,751
-295
-4% -$20.4K 0.06% 139
2024
Q2 		$436K Buy
7,046
+402
+6% +$23.8K 0.06% 146
2024
Q1 		$375K Buy
6,644
+2,130
+47% +$118K 0.04% 227
2023
Q4 		$246K Sell
4,514
-162
-3% -$8.74K 0.03% 273
2023
Q3 		$260K Buy
4,676
+448
+11% +$25.9K 0.04% 259
2023
Q2 		$248K Buy
+4,228
New +$251K 0.03% 281

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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
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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

FourThought Financial Partners's UL Position: Q2 2026 in Review

FourThought Financial Partners increased its Unilever (UL) stake by 9.3% in Q2 2026, buying an estimated $51K and bringing the position to 10,375 shares worth $624K. The position accounts for 0.05% of the portfolio, ranked #186.

FourThought Financial Partners first reported a position in UL in Q2 2023 and has held it in 13 quarters since. The position peaked at $757K in Q4 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • FourThought Financial Partners held 10,375 shares of Unilever worth $624K as of Q2 2026.
  • FourThought Financial Partners bought 882 Unilever shares in Q2 2026, an estimated $51K.
  • Unilever made up 0.05% of FourThought Financial Partners's portfolio in Q2 2026, its #186 holding.
  • FourThought Financial Partners first reported a position in Unilever in Q2 2023 and has held it in 13 quarters since.
  • FourThought Financial Partners's Unilever position peaked at $757K in Q4 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

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