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GeoWealth Management’s Unilever UL Stock Holding History

GeoWealth Management’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 		$1.1M Buy
18,370
+526
+3% +$30.4K 0.03% 295
2026
Q1 		$1.02M Sell
17,844
-142
-0.8% -$9.52K 0.04% 280
2025
Q4 		$1.18M Buy
17,986
+1,659
+10% +$111K 0.04% 239
2025
Q3 		$1.09M Buy
16,327
+10,330
+172% +$713K 0.04% 281
2025
Q2 		$413K Buy
5,997
+350
+6% +$24.6K 0.02% 449
2025
Q1 		$378K Sell
5,647
-1,176
-17% -$75.9K 0.02% 492
2024
Q4 		$435K Buy
6,823
+2,935
+75% +$198K 0.01% 504
2024
Q3 		$284K Buy
3,888
+1,063
+38% +$73.5K 0.01% 621
2024
Q2 		$175K Buy
2,825
+1,548
+121% +$91.5K 0.01% 714
2024
Q1 		$72.1K Sell
1,277
-3,048
-70% -$169K ﹤0.01% 791
2023
Q4 		$236K Buy
4,325
+4,235
+4,706% +$228K 0.02% 467
2023
Q3 		$5K Buy
90
+37
+70% +$2.14K ﹤0.01% 461
2023
Q2 		$3K Buy
+53
New +$3.15K ﹤0.01% 425

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

GeoWealth Management's UL Position: Q2 2026 in Review

GeoWealth Management increased its Unilever (UL) stake by 2.9% in Q2 2026, buying an estimated $30.4K and bringing the position to 18,370 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #295.

GeoWealth Management first reported a position in UL in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.18M in Q4 2025. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • GeoWealth Management held 18,370 shares of Unilever worth $1.1M as of Q2 2026.
  • GeoWealth Management bought 526 Unilever shares in Q2 2026, an estimated $30.4K.
  • Unilever made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #295 holding.
  • GeoWealth Management first reported a position in Unilever in Q2 2023 and has held it in 13 quarters since.
  • GeoWealth Management's Unilever position peaked at $1.18M in Q4 2025.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.