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High Point Wealth Management’s Unilever UL Stock Holding History

High Point 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 		$32.1K Hold
534
– – 0.03% 163
2026
Q1 		$30.4K Hold
534
– – 0.03% 165
2025
Q4 		$34.9K Buy
+534
New +$35.9K 0.03% 168

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

High Point Wealth Management's UL Position: Q2 2026 in Review

High Point Wealth Management held its Unilever (UL) position steady in Q2 2026 at 534 shares worth $32.1K. The position accounts for 0.03% of the portfolio, ranked #163.

High Point Wealth Management first reported a position in UL in Q4 2025 and has held it in 3 quarters since. The position peaked at $34.9K in Q4 2025. 745 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • High Point Wealth Management held 534 shares of Unilever worth $32.1K as of Q2 2026.
  • High Point Wealth Management left its Unilever share count unchanged in Q2 2026.
  • Unilever made up 0.03% of High Point Wealth Management's portfolio in Q2 2026, its #163 holding.
  • High Point Wealth Management first reported a position in Unilever in Q4 2025 and has held it in 3 quarters since.
  • High Point Wealth Management's Unilever position peaked at $34.9K in Q4 2025.
  • 745 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.