Golden State Wealth Management’s Unilever UL Stock Holding History

Golden State 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	$53.4K	Buy	888 +521	+142%	+$30.1K	﹤0.01%	711
2026 Q1	$20.9K	Sell	367 -1,159	-76%	-$77.7K	﹤0.01%	903
2025 Q4	$99.8K	Sell	1,526 -102	-6%	-$6.86K	0.01%	518
2025 Q3	$109K	Buy	1,628 +974	+149%	+$67.2K	0.01%	488
2025 Q2	$45K	Buy	654 +289	+79%	+$20.3K	0.01%	673
2025 Q1	$24.5K	Sell	365 -35	-9%	-$2.26K	﹤0.01%	755
2024 Q4	$25.5K	Buy	+400	New	+$27K	﹤0.01%	708
2020 Q2	–	Sell	-36	Closed	-$2K	–	895
2020 Q1	$2K	Buy	+36	New	+$2.26K	﹤0.01%	879
2019 Q4	–	Sell	-438	Closed	-$30K	–	877
2019 Q3	$30K	Buy	438 +402	+1,117%	+$27.9K	0.01%	544
2019 Q2	$2K	Sell	36 -56	-61%	-$3.8K	﹤0.01%	999
2019 Q1	$6K	Buy	+92	New	+$5.6K	﹤0.01%	883

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

Golden State Wealth Management's UL Position: Q2 2026 in Review

Golden State Wealth Management increased its Unilever (UL) stake by 142% in Q2 2026, buying an estimated $30.1K and bringing the position to 888 shares worth $53.4K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Golden State Wealth Management first reported a position in UL in Q1 2019 and has held it in 11 quarters since. The position peaked at $109K in Q3 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Golden State Wealth Management held 888 shares of Unilever worth $53.4K as of Q2 2026.
Golden State Wealth Management bought 521 Unilever shares in Q2 2026, an estimated $30.1K.
Unilever made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #711 holding.
Golden State Wealth Management first reported a position in Unilever in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Unilever position peaked at $109K in Q3 2025.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.