HWM
UL icon

HB Wealth Management’s Unilever UL Stock Holding History

HB 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 		$2.45M Sell
40,771
-8,546
-17% -$494K 0.01% 425
2026
Q1 		$2.81M Sell
49,317
-3,135
-6% -$210K 0.02% 356
2025
Q4 		$3.43M Buy
52,452
+1,195
+2% +$80.3K 0.02% 312
2025
Q3 		$3.42M Buy
51,257
+1,811
+4% +$125K 0.02% 309
2025
Q2 		$3.4M Sell
49,446
-7,780
-14% -$546K 0.03% 278
2025
Q1 		$3.83M Buy
57,226
+38,846
+211% +$2.51M 0.03% 266
2024
Q4 		$1.17M Sell
18,380
-25
-0.1% -$1.69K 0.01% 386
2024
Q3 		$1.35M Buy
18,405
+6,174
+50% +$427K 0.01% 339
2024
Q2 		$757K Buy
12,231
+51
+0.4% +$3.01K 0.01% 432
2024
Q1 		$688K Buy
12,180
+605
+5% +$33.5K 0.01% 416
2023
Q4 		$631K Sell
11,575
-868
-7% -$46.8K 0.01% 397
2023
Q3 		$692K Buy
12,443
+1,762
+16% +$102K 0.01% 359
2023
Q2 		$626K Buy
10,681
+1,451
+16% +$86.2K 0.01% 370
2023
Q1 		$539K Buy
9,230
+84
+0.9% +$4.77K 0.01% 401
2022
Q4 		$518K Sell
9,146
-290
-3% -$15.5K 0.01% 386
2022
Q3 		$465K Buy
9,436
+2,788
+42% +$146K 0.01% 350
2022
Q2 		$343K Buy
6,648
+552
+9% +$28.1K 0.01% 413
2022
Q1 		$313K Buy
6,096
+2,625
+76% +$146K 0.01% 443
2021
Q4 		$210K Buy
+3,471
New +$206K ﹤0.01% 481

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

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

HB Wealth Management reduced its Unilever (UL) stake by 17% in Q2 2026, selling an estimated $494K and leaving 40,771 shares worth $2.45M. The position accounts for 0.01% of the portfolio, ranked #425.

HB Wealth Management first reported a position in UL in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.83M in Q1 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • HB Wealth Management held 40,771 shares of Unilever worth $2.45M as of Q2 2026.
  • HB Wealth Management sold 8,546 Unilever shares in Q2 2026, an estimated $494K.
  • Unilever made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #425 holding.
  • HB Wealth Management first reported a position in Unilever in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Unilever position peaked at $3.83M in Q1 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.