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Golden State Equity Partners’s Unilever UL Stock Holding History

Golden State Equity Partners’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 		$54K Sell
898
-14,034
-94% -$811K 0.15% 89
2026
Q1 		$851K Buy
14,932
+3,062
+26% +$205K 0.06% 320
2025
Q4 		$776K Buy
11,870
+599
+5% +$40.3K 0.13% 187
2025
Q3 		$752K Sell
11,271
-907
-7% -$62.6K 0.13% 193
2025
Q2 		$838K Buy
12,178
+773
+7% +$54.2K 0.16% 163
2025
Q1 		$764K Buy
11,405
+2,071
+22% +$134K 0.15% 169
2024
Q4 		$595K Buy
9,334
+3,104
+50% +$210K 0.11% 201
2024
Q3 		$455K Buy
+6,230
New +$431K 0.07% 268
2023
Q4 		$710K Sell
13,015
-1,501
-10% -$81K 0.17% 135
2023
Q3 		$807K Buy
14,516
+11,899
+455% +$688K 0.22% 111
2023
Q2 		$153K Sell
2,617
-6,891
-72% -$409K 0.04% 354
2023
Q1 		$555K Buy
+9,508
New +$540K 0.3% 89
2022
Q1 		$538K Buy
+10,500
New +$584K 0.27% 105
2021
Q4 		– Sell
-5,910
Closed -$360K – 258
2021
Q3 		$360K Sell
5,910
-118
-2% -$7.52K 0.15% 142
2021
Q2 		$397K Buy
6,028
+1,785
+42% +$119K 0.15% 146
2021
Q1 		$266K Buy
+4,243
New +$270K 0.15% 135

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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

Golden State Equity Partners's UL Position: Q2 2026 in Review

Golden State Equity Partners reduced its Unilever (UL) stake by 94% in Q2 2026, selling an estimated $811K and leaving 898 shares worth $54K. The position accounts for 0.15% of the portfolio, ranked #89.

Golden State Equity Partners first reported a position in UL in Q1 2021 and has held it in 16 quarters since. The position peaked at $851K in Q1 2026. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Golden State Equity Partners held 898 shares of Unilever worth $54K as of Q2 2026.
  • Golden State Equity Partners sold 14,034 Unilever shares in Q2 2026, an estimated $811K.
  • Unilever made up 0.15% of Golden State Equity Partners's portfolio in Q2 2026, its #89 holding.
  • Golden State Equity Partners first reported a position in Unilever in Q1 2021 and has held it in 16 quarters since.
  • Golden State Equity Partners's Unilever position peaked at $851K in Q1 2026.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.