GWP
UL icon

Gen-Wealth Partners’s Unilever UL Stock Holding History

Gen-Wealth 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 		$132K Sell
2,200
-132
-6% -$7.63K 0.04% 292
2026
Q1 		$133K Sell
2,332
-112
-5% -$7.51K 0.04% 297
2025
Q4 		$160K Sell
2,444
-45
-2% -$3.02K 0.05% 280
2025
Q3 		$166K Buy
+2,489
New +$172K 0.06% 263

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

Gen-Wealth Partners's UL Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Unilever (UL) stake by 5.7% in Q2 2026, selling an estimated $7.63K and leaving 2,200 shares worth $132K. The position accounts for 0.04% of the portfolio, ranked #292.

Gen-Wealth Partners first reported a position in UL in Q3 2025 and has held it in 4 quarters since. The position peaked at $166K in Q3 2025. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Gen-Wealth Partners held 2,200 shares of Unilever worth $132K as of Q2 2026.
  • Gen-Wealth Partners sold 132 Unilever shares in Q2 2026, an estimated $7.63K.
  • Unilever made up 0.04% of Gen-Wealth Partners's portfolio in Q2 2026, its #292 holding.
  • Gen-Wealth Partners first reported a position in Unilever in Q3 2025 and has held it in 4 quarters since.
  • Gen-Wealth Partners's Unilever position peaked at $166K in Q3 2025.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.