FSB Premier Wealth Management’s Unilever UL Stock Holding History

FSB Premier Wealth Management’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	$2.21M	Buy	36,827 +351	+1%	+$20.3K	0.62%	44
2026 Q1	$2.08M	Buy	36,476 +3,057	+9%	+$205K	0.65%	48
2025 Q4	$2.19M	Buy	33,419 +2,949	+10%	+$198K	0.69%	46
2025 Q3	$2.03M	Buy	30,470 +2,519	+9%	+$174K	0.67%	43
2025 Q2	$1.92M	Buy	27,951 +4,148	+17%	+$291K	0.69%	40
2025 Q1	$1.59M	Buy	23,803 +8,233	+53%	+$531K	0.62%	45
2024 Q4	$993K	Buy	15,570 +2,779	+22%	+$188K	0.4%	69
2024 Q3	$935K	Buy	12,791 +2,163	+20%	+$150K	0.38%	69
2024 Q2	$657K	Buy	10,628 +3,475	+49%	+$205K	0.3%	79
2024 Q1	$404K	Buy	7,153 +1,532	+27%	+$84.9K	0.19%	108
2023 Q4	$307K	Buy	5,621 +1,374	+32%	+$74.1K	0.15%	125
2023 Q3	$236K	Buy	4,247 +542	+15%	+$31.3K	0.13%	134
2023 Q2	$217K	Buy	3,705 +37	+1%	+$2.2K	0.12%	145
2023 Q1	$214K	Buy	3,668 +137	+4%	+$7.78K	0.12%	136
2022 Q4	$200K	Buy	+3,531	New	+$189K	0.11%	142
2022 Q1	–	Sell	-2,241	Closed	-$135K	–	475
2021 Q4	$135K	Buy	+2,241	New	+$133K	0.06%	155

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 22.96% 1-Year Est. Return

FSB Premier Wealth Management's UL Position: Q2 2026 in Review

FSB Premier Wealth Management increased its Unilever (UL) stake by 0.96% in Q2 2026, buying an estimated $20.3K and bringing the position to 36,827 shares worth $2.21M. The position accounts for 0.62% of the portfolio, ranked #44.

FSB Premier Wealth Management first reported a position in UL in Q4 2021 and has held it in 16 quarters since. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

FSB Premier Wealth Management held 36,827 shares of Unilever worth $2.21M as of Q2 2026.
FSB Premier Wealth Management bought 351 Unilever shares in Q2 2026, an estimated $20.3K.
Unilever made up 0.62% of FSB Premier Wealth Management's portfolio in Q2 2026, its #44 holding.
FSB Premier Wealth Management first reported a position in Unilever in Q4 2021 and has held it in 16 quarters since.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.