High Point Wealth Management
UL icon

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
Q3 		$32.4K Hold
534
– – 0.03% 176
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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High Point Wealth Management's UL Position: Q3 2026 in Review

High Point Wealth Management held its Unilever (UL) position steady in Q3 2026 at 534 shares worth $32.4K. The position accounts for 0.03% of the portfolio, ranked #176.

High Point Wealth Management first reported a position in UL in Q4 2025 and has held it in 4 quarters since. The position peaked at $34.9K in Q4 2025. 724 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • High Point Wealth Management held 534 shares of Unilever worth $32.4K as of Q3 2026.
  • High Point Wealth Management left its Unilever share count unchanged in Q3 2026.
  • Unilever made up 0.03% of High Point Wealth Management's portfolio in Q3 2026, its #176 holding.
  • High Point Wealth Management first reported a position in Unilever in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's Unilever position peaked at $34.9K in Q4 2025.
  • 724 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.