JTWM
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Jackson Thornton Wealth Management’s Unilever UL Stock Holding History

Jackson Thornton 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 		$388K Buy
6,456
+1,723
+36% +$99.6K 0.03% 205
2026
Q1 		$276K Buy
+4,733
New +$317K 0.02% 206

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Fidelity Investments
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GQG Partners
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T. Rowe Price Associates
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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
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jackson Thornton Wealth Management's UL Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its Unilever (UL) stake by 36% in Q2 2026, buying an estimated $99.6K and bringing the position to 6,456 shares worth $388K. The position accounts for 0.03% of the portfolio, ranked #205.

Jackson Thornton Wealth Management first reported a position in UL in Q1 2026 and has held it in 2 quarters since. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Jackson Thornton Wealth Management held 6,456 shares of Unilever worth $388K as of Q2 2026.
  • Jackson Thornton Wealth Management bought 1,723 Unilever shares in Q2 2026, an estimated $99.6K.
  • Unilever made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #205 holding.
  • Jackson Thornton Wealth Management first reported a position in Unilever in Q1 2026 and has held it in 2 quarters since.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.