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Gilpin Wealth Management’s Unilever UL Stock Holding History

Gilpin Wealth 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 		$424K Sell
7,046
-178
-2% -$10.3K 0.29% 87
2026
Q1 		$412K Buy
7,224
+131
+2% +$8.78K 0.33% 76
2025
Q4 		$464K Buy
+7,093
New +$477K 0.37% 74

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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

Gilpin Wealth Management's UL Position: Q2 2026 in Review

Gilpin Wealth Management reduced its Unilever (UL) stake by 2.5% in Q2 2026, selling an estimated $10.3K and leaving 7,046 shares worth $424K. The position accounts for 0.29% of the portfolio, ranked #87.

Gilpin Wealth Management first reported a position in UL in Q4 2025 and has held it in 3 quarters since. The position peaked at $464K in Q4 2025. 1,185 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Gilpin Wealth Management held 7,046 shares of Unilever worth $424K as of Q2 2026.
  • Gilpin Wealth Management sold 178 Unilever shares in Q2 2026, an estimated $10.3K.
  • Unilever made up 0.29% of Gilpin Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Gilpin Wealth Management first reported a position in Unilever in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's Unilever position peaked at $464K in Q4 2025.
  • 1,185 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.