JPL Wealth Management’s Unilever UL Stock Holding History

JPL 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	$61.1K	Sell	1,015 -48,896	-98%	-$2.83M	0.01%	236
2026 Q1	$2.84M	Sell	49,911 -447	-0.9%	-$30K	0.65%	57
2025 Q4	$3.29M	Sell	50,358 -1,726	-3%	-$116K	0.8%	50
2025 Q3	$3.47M	Buy	52,084 +218	+0.4%	+$15K	0.82%	54
2025 Q2	$3.57M	Buy	51,866 +733	+1%	+$51.4K	0.96%	49
2025 Q1	$3.43M	Buy	51,133 +1,253	+3%	+$80.8K	0.98%	44
2024 Q4	$3.18M	Buy	+49,880	New	+$3.37M	0.91%	49
2024 Q2	$2.29M	Buy	37,000 +1,308	+4%	+$77.3K	1.12%	37
2024 Q1	$2.02M	Buy	35,692 +9,458	+36%	+$524K	1.11%	42
2023 Q4	$1.43M	Buy	+26,234	New	+$1.42M	1.03%	49

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JPL Wealth Management's UL Position: Q2 2026 in Review

JPL Wealth Management reduced its Unilever (UL) stake by 98% in Q2 2026, selling an estimated $2.83M and leaving 1,015 shares worth $61.1K. The position accounts for 0.01% of the portfolio, ranked #236.

JPL Wealth Management first reported a position in UL in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.57M in Q2 2025. 1,189 funds tracked by Wall St. Rank hold UL as of Q2 2026.

JPL Wealth Management held 1,015 shares of Unilever worth $61.1K as of Q2 2026.
JPL Wealth Management sold 48,896 Unilever shares in Q2 2026, an estimated $2.83M.
Unilever made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #236 holding.
JPL Wealth Management first reported a position in Unilever in Q4 2023 and has held it in 10 quarters since.
JPL Wealth Management's Unilever position peaked at $3.57M in Q2 2025.
1,189 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.