JWM
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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
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
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

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

JPL Wealth Management reduced its Unilever (UL) stake by 0.89% in Q1 2026, selling an estimated $30K and leaving 49,911 shares worth $2.84M. The position accounts for 0.65% of the portfolio, ranked #57.

JPL Wealth Management first reported a position in UL in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.57M in Q2 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • JPL Wealth Management held 49,911 shares of Unilever worth $2.84M as of Q1 2026.
  • JPL Wealth Management sold 447 Unilever shares in Q1 2026, an estimated $30K.
  • Unilever made up 0.65% of JPL Wealth Management's portfolio in Q1 2026, its #57 holding.
  • JPL Wealth Management first reported a position in Unilever in Q4 2023 and has held it in 9 quarters since.
  • JPL Wealth Management's Unilever position peaked at $3.57M in Q2 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.