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Genesis Private Wealth’s Unilever UL Stock Holding History

Genesis Private 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 		$252K Buy
4,189
+86
+2% +$4.97K 0.07% 159
2026
Q1 		$234K Buy
+4,103
New +$275K 0.07% 160

Other funds holding UL

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Fisher Asset Management
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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

Genesis Private Wealth's UL Position: Q2 2026 in Review

Genesis Private Wealth increased its Unilever (UL) stake by 2.1% in Q2 2026, buying an estimated $4.97K and bringing the position to 4,189 shares worth $252K. The position accounts for 0.07% of the portfolio, ranked #159.

Genesis Private Wealth first reported a position in UL in Q1 2026 and has held it in 2 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Genesis Private Wealth held 4,189 shares of Unilever worth $252K as of Q2 2026.
  • Genesis Private Wealth bought 86 Unilever shares in Q2 2026, an estimated $4.97K.
  • Unilever made up 0.07% of Genesis Private Wealth's portfolio in Q2 2026, its #159 holding.
  • Genesis Private Wealth first reported a position in Unilever in Q1 2026 and has held it in 2 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.