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GSB Wealth Management’s Unilever UL Stock Holding History

GSB 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 		$3.26M Buy
54,302
+4,954
+10% +$286K 0.66% 49
2026
Q1 		$2.81M Hold
49,348
– – 0.63% 54
2025
Q4 		$3.23M Buy
49,348
+86
+0.2% +$5.78K 0.73% 44
2025
Q3 		$3.29M Sell
49,262
-913
-2% -$63K 0.74% 42
2025
Q2 		$3.45M Buy
50,175
+414
+0.8% +$29K 0.85% 37
2025
Q1 		$3.33M Sell
49,761
-781
-2% -$50.4K 0.88% 33
2024
Q4 		$3.22M Buy
50,542
+754
+2% +$50.9K 0.83% 33
2024
Q3 		$3.64M Sell
49,788
-726
-1% -$50.2K 0.93% 27
2024
Q2 		$3.12M Sell
50,514
-362
-0.7% -$21.4K 0.85% 32
2024
Q1 		$2.87M Sell
50,876
-182
-0.4% -$10.1K 0.81% 36
2023
Q4 		$2.78M Sell
51,058
-1,746
-3% -$94.2K 0.86% 31
2023
Q3 		$2.93M Sell
52,804
-3,498
-6% -$202K 0.98% 29
2023
Q2 		$3.3M Buy
56,302
+1,370
+2% +$81.4K 1.07% 18
2023
Q1 		$3.21M Sell
54,932
-10,072
-15% -$572K 1.05% 20
2022
Q4 		$3.68M Buy
65,004
+174
+0.3% +$9.31K 1.31% 18
2022
Q3 		$3.2M Buy
64,830
+853
+1% +$44.6K 1.16% 23
2022
Q2 		$3.3M Buy
63,977
+9,537
+18% +$486K 1.12% 24
2022
Q1 		$2.79M Buy
54,440
+43,861
+415% +$2.44M 0.81% 36
2021
Q4 		$640K Buy
10,579
+3,912
+59% +$232K 0.18% 146
2021
Q3 		$407K Sell
6,667
-7,308
-52% -$466K 0.21% 100
2021
Q2 		$920K Buy
13,975
+641
+5% +$42.6K 0.29% 114
2021
Q1 		$838K Buy
+13,334
New +$849K 0.28% 111

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

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

GSB Wealth Management increased its Unilever (UL) stake by 10% in Q2 2026, buying an estimated $286K and bringing the position to 54,302 shares worth $3.26M. The position accounts for 0.66% of the portfolio, ranked #49.

GSB Wealth Management first reported a position in UL in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.68M in Q4 2022. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • GSB Wealth Management held 54,302 shares of Unilever worth $3.26M as of Q2 2026.
  • GSB Wealth Management bought 4,954 Unilever shares in Q2 2026, an estimated $286K.
  • Unilever made up 0.66% of GSB Wealth Management's portfolio in Q2 2026, its #49 holding.
  • GSB Wealth Management first reported a position in Unilever in Q1 2021 and has held it in 22 quarters since.
  • GSB Wealth Management's Unilever position peaked at $3.68M in Q4 2022.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.