JWM
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Jeppson Wealth Management’s Unilever UL Stock Holding History

Jeppson 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
Q1 		$971K Sell
17,038
-264
-2% -$17.7K 0.3% 77
2025
Q4 		$1.13M Sell
17,302
-270
-2% -$18.1K 0.36% 65
2025
Q3 		$1.17M Sell
17,572
-164
-0.9% -$11.3K 0.37% 66
2025
Q2 		$1.22M Sell
17,736
-160
-0.9% -$11.2K 0.42% 63
2025
Q1 		$1.2M Sell
17,896
-1,006
-5% -$64.9K 0.44% 58
2024
Q4 		$1.21M Sell
18,902
-418
-2% -$28.2K 0.44% 58
2024
Q3 		$1.41M Sell
19,320
-155
-0.8% -$10.7K 0.51% 53
2024
Q2 		$1.2M Buy
19,475
+8,530
+78% +$504K 0.46% 56
2024
Q1 		$618K Buy
10,945
+30
+0.3% +$1.66K 0.24% 100
2023
Q4 		$595K Sell
10,915
-733
-6% -$39.5K 0.25% 98
2023
Q3 		$647K Sell
11,648
-12
-0.1% -$694 0.3% 86
2023
Q2 		$684K Sell
11,660
-338
-3% -$20.1K 0.3% 86
2023
Q1 		$701K Buy
11,998
+11
+0.1% +$625 0.31% 83
2022
Q4 		$679K Buy
11,987
+108
+0.9% +$5.78K 0.29% 79
2022
Q3 		$586K Buy
11,879
+1,429
+14% +$74.7K 0.27% 87
2022
Q2 		$539K Buy
10,450
+2,850
+38% +$145K 0.23% 96
2022
Q1 		$389K Buy
+7,600
New +$423K 0.18% 111
2020
Q4 		– Sell
-1,671
Closed -$116K – 428
2020
Q3 		$116K Buy
+1,671
New +$112K 0.09% 158

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jeppson Wealth Management's UL Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Unilever (UL) stake by 1.5% in Q1 2026, selling an estimated $17.7K and leaving 17,038 shares worth $971K. The position accounts for 0.3% of the portfolio, ranked #77.

Jeppson Wealth Management first reported a position in UL in Q3 2020 and has held it in 18 quarters since. The position peaked at $1.41M in Q3 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Jeppson Wealth Management held 17,038 shares of Unilever worth $971K as of Q1 2026.
  • Jeppson Wealth Management sold 264 Unilever shares in Q1 2026, an estimated $17.7K.
  • Unilever made up 0.3% of Jeppson Wealth Management's portfolio in Q1 2026, its #77 holding.
  • Jeppson Wealth Management first reported a position in Unilever in Q3 2020 and has held it in 18 quarters since.
  • Jeppson Wealth Management's Unilever position peaked at $1.41M in Q3 2024.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.