JRPIM
UL icon

Journey Retirement Planning & Investment Management’s Unilever UL Stock Holding History

Journey Retirement Planning & Investment 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 		$222K Buy
+3,695
New +$214K 0.17% 143
2026
Q1 		– Sell
-8,472
Closed -$554K – 237
2025
Q4 		$554K Buy
+8,472
New +$569K 0.11% 141

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
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Journey Retirement Planning & Investment Management's UL Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management opened a new position in Unilever (UL) in Q2 2026: 3,695 shares worth $222K. The stake represents 0.17% of the portfolio and ranks #143 among its holdings. This is a return to the name: Journey Retirement Planning & Investment Management previously reported a position in UL as recently as Q4 2025.

Journey Retirement Planning & Investment Management first reported a position in UL in Q4 2025 and has held it in 2 quarters since. The position peaked at $554K in Q4 2025. 670 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 3,695 shares of Unilever worth $222K as of Q2 2026.
  • Unilever was a new Journey Retirement Planning & Investment Management position in Q2 2026.
  • Unilever made up 0.17% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #143 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Unilever in Q4 2025 and has held it in 2 quarters since.
  • Journey Retirement Planning & Investment Management's Unilever position peaked at $554K in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.