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Legacy Capital Wealth Partners’s Unilever UL Stock Holding History

Legacy Capital Wealth Partners’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 		$986K Sell
16,407
-79
-0.5% -$4.57K 0.19% 107
2026
Q1 		$939K Buy
16,486
+155
+0.9% +$10.4K 0.19% 111
2025
Q4 		$1.07M Buy
16,331
+133
+0.8% +$8.94K 0.23% 89
2025
Q3 		$1.08M Buy
16,198
+946
+6% +$65.3K 0.24% 89
2025
Q2 		$1.05M Buy
15,252
+120
+0.8% +$8.42K 0.24% 83
2025
Q1 		$1.01M Buy
15,132
+1,144
+8% +$73.8K 0.25% 77
2024
Q4 		$892K Buy
13,988
+2,882
+26% +$195K 0.22% 89
2024
Q3 		$812K Buy
11,106
+45
+0.4% +$3.11K 0.16% 126
2024
Q2 		$684K Buy
+11,061
New +$654K 0.17% 118
2024
Q1 		– Sell
-6,623
Closed -$361K – 330
2023
Q4 		$361K Sell
6,623
-1,378
-17% -$74.3K 0.1% 193
2023
Q3 		$445K Buy
+8,001
New +$462K 0.12% 160
2023
Q2 		– Sell
-6,609
Closed -$386K – 229
2023
Q1 		$386K Buy
+6,609
New +$375K 0.11% 169

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Legacy Capital Wealth Partners's UL Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Unilever (UL) stake by 0.48% in Q2 2026, selling an estimated $4.57K and leaving 16,407 shares worth $986K. The position accounts for 0.19% of the portfolio, ranked #107.

Legacy Capital Wealth Partners first reported a position in UL in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.08M in Q3 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Legacy Capital Wealth Partners held 16,407 shares of Unilever worth $986K as of Q2 2026.
  • Legacy Capital Wealth Partners sold 79 Unilever shares in Q2 2026, an estimated $4.57K.
  • Unilever made up 0.19% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #107 holding.
  • Legacy Capital Wealth Partners first reported a position in Unilever in Q1 2023 and has held it in 12 quarters since.
  • Legacy Capital Wealth Partners's Unilever position peaked at $1.08M in Q3 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.