Highline Wealth Partners
UL icon

Highline Wealth Partners’s Unilever UL Stock Holding History

Highline Wealth Partners’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 		$37.2K Buy
612
+223
+57% +$14K 0.01% 310
2026
Q2 		$23.4K Sell
389
-14
-3% -$809 ﹤0.01% 366
2026
Q1 		$23K Buy
403
+77
+24% +$5.16K 0.01% 273
2025
Q4 		$21.3K Buy
326
+4
+1% +$269 0.01% 247
2025
Q3 		$21.5K Sell
322
-30
-9% -$2.07K 0.01% 264
2025
Q2 		$24.2K Buy
352
+157
+81% +$11K 0.01% 201
2025
Q1 		$13K Buy
195
+96
+97% +$6.19K ﹤0.01% 265
2024
Q4 		$6.29K Sell
99
-34
-26% -$2.3K ﹤0.01% 305
2024
Q3 		$9.7K Buy
133
+34
+34% +$2.35K ﹤0.01% 257
2024
Q2 		$6.1K Buy
+99
New +$5.85K ﹤0.01% 270

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
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Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Highline Wealth Partners's UL Position: Q3 2026 in Review

Highline Wealth Partners increased its Unilever (UL) stake by 57% in Q3 2026, buying an estimated $14K and bringing the position to 612 shares worth $37.2K. The position accounts for 0.01% of the portfolio, ranked #310.

Highline Wealth Partners first reported a position in UL in Q2 2024 and has held it in 10 quarters since. 1,032 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Highline Wealth Partners held 612 shares of Unilever worth $37.2K as of Q3 2026.
  • Highline Wealth Partners bought 223 Unilever shares in Q3 2026, an estimated $14K.
  • Unilever made up 0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #310 holding.
  • Highline Wealth Partners first reported a position in Unilever in Q2 2024 and has held it in 10 quarters since.
  • 1,032 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.