Gentry Private Wealth’s Unilever UL Stock Holding History

Gentry 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	$306K	Buy	5,082 +28	+0.6%	+$1.62K	0.16%	86
2026 Q1	$288K	Sell	5,054 -130	-3%	-$8.71K	0.17%	79
2025 Q4	$339K	Sell	5,184 -1,317	-20%	-$88.5K	0.21%	74
2025 Q3	$434K	Buy	6,501 +41	+0.6%	+$2.83K	0.3%	63
2025 Q2	$445K	Buy	6,460 +26	+0.4%	+$1.82K	0.34%	61
2025 Q1	$431K	Buy	+6,434	New	+$415K	0.35%	66
2024 Q4	–	Sell	-5,119	Closed	-$374K	–	77
2024 Q3	$374K	Sell	5,119 -229	-4%	-$15.8K	0.31%	57
2024 Q2	$331K	Buy	+5,348	New	+$316K	0.29%	60

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

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

Gentry Private Wealth increased its Unilever (UL) stake by 0.55% in Q2 2026, buying an estimated $1.62K and bringing the position to 5,082 shares worth $306K. The position accounts for 0.16% of the portfolio, ranked #86.

Gentry Private Wealth first reported a position in UL in Q2 2024 and has held it in 8 quarters since. The position peaked at $445K in Q2 2025. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Gentry Private Wealth held 5,082 shares of Unilever worth $306K as of Q2 2026.
Gentry Private Wealth bought 28 Unilever shares in Q2 2026, an estimated $1.62K.
Unilever made up 0.16% of Gentry Private Wealth's portfolio in Q2 2026, its #86 holding.
Gentry Private Wealth first reported a position in Unilever in Q2 2024 and has held it in 8 quarters since.
Gentry Private Wealth's Unilever position peaked at $445K in Q2 2025.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Gentry Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.