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Garrett Wealth Advisory Group’s Unilever UL Stock Holding History

Garrett Wealth Advisory Group’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 		$531K Sell
8,838
-533
-6% -$30.8K 0.08% 86
2026
Q1 		$534K Sell
9,371
-1,076
-10% -$72.1K 0.09% 71
2025
Q4 		$683K Sell
10,447
-7
-0.1% -$470 0.13% 55
2025
Q3 		$697K Buy
10,454
+3
+0% +$207 0.14% 54
2025
Q2 		$719K Sell
10,451
-471
-4% -$33K 0.15% 45
2025
Q1 		$732K Buy
10,922
+606
+6% +$39.1K 0.16% 43
2024
Q4 		$658K Buy
10,316
+658
+7% +$44.4K 0.15% 42
2024
Q3 		$706K Buy
9,658
+497
+5% +$34.4K 0.17% 45
2024
Q2 		$567K Sell
9,161
-107
-1% -$6.32K 0.21% 40
2024
Q1 		$523K Buy
9,268
+30
+0.3% +$1.66K 0.21% 30
2023
Q4 		$504K Sell
9,238
-1,042
-10% -$56.2K 0.21% 29
2023
Q3 		$571K Sell
10,280
-41
-0.4% -$2.37K 0.26% 26
2023
Q2 		$605K Buy
10,321
+724
+8% +$43K 0.27% 27
2023
Q1 		$561K Sell
9,597
-484
-5% -$27.5K 0.27% 26
2022
Q4 		$571K Sell
10,081
-264
-3% -$14.1K 0.29% 27
2022
Q3 		$510K Buy
10,345
+6
+0.1% +$313 0.28% 29
2022
Q2 		$533K Buy
10,339
+7
+0.1% +$357 0.29% 30
2022
Q1 		$530K Sell
10,332
-872
-8% -$48.5K 0.27% 32
2021
Q4 		$678K Sell
11,204
-61
-0.5% -$3.62K 0.33% 32
2021
Q3 		$687K Buy
11,265
+5
+0% +$319 0.44% 24
2021
Q2 		$741K Sell
11,260
-106
-0.9% -$7.05K 0.49% 20
2021
Q1 		$714K Sell
11,366
-302
-3% -$19.2K 0.51% 21
2020
Q4 		$792K Sell
11,668
-406
-3% -$27.5K 0.6% 20
2020
Q3 		$838K Sell
12,074
-632
-5% -$42.2K 0.66% 21
2020
Q2 		$785K Sell
12,706
-126
-1% -$7.53K 0.63% 22
2020
Q1 		$728K Buy
12,832
+372
+3% +$23.3K 0.69% 22
2019
Q4 		$801K Sell
12,460
-567
-4% -$37.7K 0.59% 26
2019
Q3 		$881K Sell
13,027
-26
-0.2% -$1.8K 0.62% 24
2019
Q2 		$914K Sell
13,053
-94
-0.7% -$6.38K 0.73% 19
2019
Q1 		$852K Sell
13,147
-171
-1% -$10.4K 0.7% 21
2018
Q4 		$786K Buy
+13,318
New +$803K 0.72% 20

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

Garrett Wealth Advisory Group's UL Position: Q2 2026 in Review

Garrett Wealth Advisory Group reduced its Unilever (UL) stake by 5.7% in Q2 2026, selling an estimated $30.8K and leaving 8,838 shares worth $531K. The position accounts for 0.08% of the portfolio, ranked #86.

Garrett Wealth Advisory Group first reported a position in UL in Q4 2018 and has held it in 31 quarters since. The position peaked at $914K in Q2 2019. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Garrett Wealth Advisory Group held 8,838 shares of Unilever worth $531K as of Q2 2026.
  • Garrett Wealth Advisory Group sold 533 Unilever shares in Q2 2026, an estimated $30.8K.
  • Unilever made up 0.08% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #86 holding.
  • Garrett Wealth Advisory Group first reported a position in Unilever in Q4 2018 and has held it in 31 quarters since.
  • Garrett Wealth Advisory Group's Unilever position peaked at $914K in Q2 2019.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.