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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
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gentry Private Wealth's UL Position: Q1 2026 in Review

Gentry Private Wealth reduced its Unilever (UL) stake by 2.5% in Q1 2026, selling an estimated $8.71K and leaving 5,054 shares worth $288K. The position accounts for 0.17% of the portfolio, ranked #79.

Gentry Private Wealth first reported a position in UL in Q2 2024 and has held it in 7 quarters since. The position peaked at $445K in Q2 2025. 1,168 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Gentry Private Wealth held 5,054 shares of Unilever worth $288K as of Q1 2026.
  • Gentry Private Wealth sold 130 Unilever shares in Q1 2026, an estimated $8.71K.
  • Unilever made up 0.17% of Gentry Private Wealth's portfolio in Q1 2026, its #79 holding.
  • Gentry Private Wealth first reported a position in Unilever in Q2 2024 and has held it in 7 quarters since.
  • Gentry Private Wealth's Unilever position peaked at $445K in Q2 2025.
  • 1,168 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Gentry Private Wealth's 13F filing for Q1 2026, filed 5 May 2026.