IFWM
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Institute for Wealth Management’s Unilever UL Stock Holding History

Institute for 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 		$85.2K Buy
+1,417
New +$81.9K 0.01% 727

Other funds holding UL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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

Institute for Wealth Management's UL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Unilever (UL) in Q2 2026: 1,417 shares worth $85.2K. The stake represents 0.01% of the portfolio and ranks #727 among its holdings.

745 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Institute for Wealth Management held 1,417 shares of Unilever worth $85.2K as of Q2 2026.
  • Unilever was a new Institute for Wealth Management position in Q2 2026.
  • Unilever made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #727 holding.
  • 745 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.