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Graybill Wealth Management’s Unilever UL Stock Holding History

Graybill 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 		$226K Sell
3,756
-7
-0.2% -$405 0.06% 80
2026
Q1 		$214K Sell
3,763
-1
-0% -$67 0.07% 81
2025
Q4 		$246K Sell
3,764
-210
-5% -$14.1K 0.07% 80
2025
Q3 		$265K Sell
3,974
-289
-7% -$19.9K 0.08% 76
2025
Q2 		$293K Sell
4,263
-48
-1% -$3.37K 0.1% 74
2025
Q1 		$289K Buy
+4,311
New +$278K 0.1% 74
2024
Q3 		$341K Hold
4,670
– – 0.13% 54
2024
Q2 		$289K Buy
4,670
+80
+2% +$4.73K 0.12% 54
2024
Q1 		$259K Buy
4,590
+102
+2% +$5.65K 0.11% 54
2023
Q4 		$245K Sell
4,488
-5
-0.1% -$270 0.11% 55
2023
Q3 		$250K Sell
4,493
-341
-7% -$19.7K 0.12% 53
2023
Q2 		$283K Sell
4,834
-170
-3% -$10.1K 0.13% 51
2023
Q1 		$292K Buy
5,004
+93
+2% +$5.28K 0.15% 49
2022
Q4 		$278K Sell
4,911
-64
-1% -$3.42K 0.15% 48
2022
Q3 		$245K Buy
4,975
+40
+0.8% +$2.09K 0.15% 48
2022
Q2 		$254K Buy
4,935
+27
+0.6% +$1.38K 0.14% 49
2022
Q1 		$252K Sell
4,908
-76,185
-94% -$4.24M 0.12% 49
2021
Q4 		$4.91M Buy
81,093
+926
+1% +$55K 2.23% 16
2021
Q3 		$4.89M Buy
80,167
+1,507
+2% +$96K 2.41% 14
2021
Q2 		$5.18M Buy
78,660
+693
+0.9% +$46.1K 2.55% 12
2021
Q1 		$4.9M Buy
77,967
+1,634
+2% +$104K 2.59% 14
2020
Q4 		$5.18M Buy
76,333
+24,329
+47% +$1.65M 2.92% 11
2020
Q3 		$3.61M Buy
52,004
+343
+0.7% +$22.9K 2.35% 15
2020
Q2 		$3.19M Buy
51,661
+786
+2% +$47K 2.35% 20
2020
Q1 		$2.89M Buy
+50,875
New +$3.19M 2.56% 20

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

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

Graybill Wealth Management reduced its Unilever (UL) stake by 0.19% in Q2 2026, selling an estimated $405 and leaving 3,756 shares worth $226K. The position accounts for 0.06% of the portfolio, ranked #80.

Graybill Wealth Management first reported a position in UL in Q1 2020 and has held it in 25 quarters since. The position peaked at $5.18M in Q4 2020. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Graybill Wealth Management held 3,756 shares of Unilever worth $226K as of Q2 2026.
  • Graybill Wealth Management sold 7 Unilever shares in Q2 2026, an estimated $405.
  • Unilever made up 0.06% of Graybill Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Graybill Wealth Management first reported a position in Unilever in Q1 2020 and has held it in 25 quarters since.
  • Graybill Wealth Management's Unilever position peaked at $5.18M in Q4 2020.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Graybill Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.