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Inlet Private Wealth’s Unilever UL Stock Holding History

Inlet Private Wealth’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 		$935K Sell
15,552
-1,955
-11% -$113K 0.23% 83
2026
Q1 		$997K Hold
17,507
– – 0.25% 81
2025
Q4 		$1.14M Sell
17,507
-1,249
-7% -$83.9K 0.27% 76
2025
Q3 		$1.25M Hold
18,756
– – 0.28% 80
2025
Q2 		$1.29M Sell
18,756
-8,173
-30% -$573K 0.32% 77
2025
Q1 		$1.8M Hold
26,929
– – 0.47% 66
2024
Q4 		$1.72M Sell
26,929
-2,755
-9% -$186K 0.45% 70
2024
Q3 		$2.17M Sell
29,684
-28
-0.1% -$1.94K 0.55% 62
2024
Q2 		$1.84M Sell
29,712
-622
-2% -$36.8K 0.5% 62
2024
Q1 		$1.71M Sell
30,334
-445
-1% -$24.7K 0.48% 63
2023
Q4 		$1.68M Sell
30,779
-15,142
-33% -$817K 0.51% 62
2023
Q3 		$2.55M Sell
45,921
-765
-2% -$44.2K 0.84% 42
2023
Q2 		$2.74M Hold
46,686
– – 0.69% 48
2023
Q1 		$2.73M Sell
46,686
-711
-2% -$40.4K 0.71% 50
2022
Q4 		$2.68M Sell
47,397
-4,816
-9% -$258K 0.69% 51
2022
Q3 		$2.58M Sell
52,213
-790
-1% -$41.3K 0.77% 47
2022
Q2 		$2.73M Buy
53,003
+11
+0% +$560 0.78% 45
2022
Q1 		$2.72M Buy
52,992
+44
+0.1% +$2.45K 0.68% 51
2021
Q4 		$3.2M Sell
52,948
-6,211
-10% -$369K 0.78% 43
2021
Q3 		$3.61M Buy
59,159
+5,778
+11% +$368K 0.97% 38
2021
Q2 		$3.51M Buy
53,381
+15
+0% +$997 0.92% 42
2021
Q1 		$3.35M Buy
53,366
+22,871
+75% +$1.46M 0.96% 39
2020
Q4 		$2.07M Buy
30,495
+19,539
+178% +$1.33M 0.68% 54
2020
Q3 		$760K Buy
10,956
+976
+10% +$65.1K 0.3% 76
2020
Q2 		$616K Hold
9,980
– – 0.25% 79
2020
Q1 		$568K Buy
9,980
+2,312
+30% +$145K 0.26% 79
2019
Q4 		$493K Buy
7,668
+4,377
+133% +$291K 0.16% 96
2019
Q3 		$222K Sell
3,291
-1,333
-29% -$92.4K 0.08% 136
2019
Q2 		$326K Buy
4,624
+668
+17% +$45.3K 0.12% 116
2019
Q1 		$257K Sell
3,956
-711
-15% -$43.3K 0.1% 122
2018
Q4 		$274K Buy
+4,667
New +$281K 0.15% 105

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

Inlet Private Wealth's UL Position: Q2 2026 in Review

Inlet Private Wealth reduced its Unilever (UL) stake by 11% in Q2 2026, selling an estimated $113K and leaving 15,552 shares worth $935K. The position accounts for 0.23% of the portfolio, ranked #83.

Inlet Private Wealth first reported a position in UL in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.61M in Q3 2021. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Inlet Private Wealth held 15,552 shares of Unilever worth $935K as of Q2 2026.
  • Inlet Private Wealth sold 1,955 Unilever shares in Q2 2026, an estimated $113K.
  • Unilever made up 0.23% of Inlet Private Wealth's portfolio in Q2 2026, its #83 holding.
  • Inlet Private Wealth first reported a position in Unilever in Q4 2018 and has held it in 31 quarters since.
  • Inlet Private Wealth's Unilever position peaked at $3.61M in Q3 2021.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Inlet Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.