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Integrated Wealth Concepts’s Unilever UL Stock Holding History

Integrated Wealth Concepts’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 		$789K Sell
13,127
-3,030
-19% -$175K 0.01% 1371
2026
Q1 		$920K Buy
16,157
+9,561
+145% +$641K 0.01% 1165
2025
Q4 		$431K Sell
6,596
-6,483
-50% -$436K 0.01% 1164
2025
Q3 		$872K Sell
13,079
-54
-0.4% -$3.73K 0.01% 1054
2025
Q2 		$904K Sell
13,133
-111
-0.8% -$7.79K 0.01% 973
2025
Q1 		$887K Sell
13,244
-1,030
-7% -$66.4K 0.01% 880
2024
Q4 		$910K Buy
14,274
+3,786
+36% +$256K 0.01% 861
2024
Q3 		$766K Sell
10,488
-771
-7% -$53.3K 0.01% 911
2024
Q2 		$696K Sell
11,259
-1,223
-10% -$72.3K 0.01% 909
2024
Q1 		$705K Sell
12,482
-1,657
-12% -$91.8K 0.01% 904
2023
Q4 		$771K Sell
14,139
-4,295
-23% -$232K 0.01% 819
2023
Q3 		$1.02M Sell
18,434
-419
-2% -$24.2K 0.02% 682
2023
Q2 		$1.11M Sell
18,853
-273
-1% -$16.2K 0.02% 642
2023
Q1 		$1.12M Sell
19,126
-27,710
-59% -$1.57M 0.02% 577
2022
Q4 		$2.65M Buy
46,836
+2,944
+7% +$158K 0.07% 255
2022
Q3 		$2.17M Sell
43,892
-6,078
-12% -$318K 0.07% 263
2022
Q2 		$2.58M Buy
49,970
+4,151
+9% +$211K 0.08% 230
2022
Q1 		$2.35M Buy
45,819
+11,951
+35% +$665K 0.07% 228
2021
Q4 		$2.05M Buy
33,868
+4,394
+15% +$261K 0.06% 259
2021
Q3 		$1.8M Buy
29,474
+2,375
+9% +$151K 0.06% 261
2021
Q2 		$1.78M Buy
27,099
+1,774
+7% +$118K 0.06% 238
2021
Q1 		$1.59M Buy
25,325
+5,921
+31% +$377K 0.07% 223
2020
Q4 		$1.32M Buy
+19,404
New +$1.32M 0.06% 204

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

Integrated Wealth Concepts's UL Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Unilever (UL) stake by 19% in Q2 2026, selling an estimated $175K and leaving 13,127 shares worth $789K. The position accounts for 0.01% of the portfolio, ranked #1371.

Integrated Wealth Concepts first reported a position in UL in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.65M in Q4 2022. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Integrated Wealth Concepts held 13,127 shares of Unilever worth $789K as of Q2 2026.
  • Integrated Wealth Concepts sold 3,030 Unilever shares in Q2 2026, an estimated $175K.
  • Unilever made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1371 holding.
  • Integrated Wealth Concepts first reported a position in Unilever in Q4 2020 and has held it in 23 quarters since.
  • Integrated Wealth Concepts's Unilever position peaked at $2.65M in Q4 2022.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.