Legacy Private Trust’s Unilever UL Stock Holding History

Legacy Private Trust’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	$263K	Hold	4,374	–	–	0.01%	243
2026 Q1	$249K	Hold	4,374	–	–	0.02%	242
2025 Q4	$286K	Hold	4,374	–	–	0.02%	232
2025 Q3	$292K	Hold	4,374	–	–	0.02%	230
2025 Q2	$301K	Hold	4,374	–	–	0.02%	218
2025 Q1	$293K	Sell	4,374 -446	-9%	-$28.8K	0.02%	216
2024 Q4	$307K	Hold	4,820	–	–	0.02%	208
2024 Q3	$352K	Hold	4,820	–	–	0.02%	198
2024 Q2	$298K	Hold	4,820	–	–	0.02%	204
2024 Q1	$272K	Hold	4,820	–	–	0.02%	210
2023 Q4	$263K	Sell	4,820 -85	-2%	-$4.59K	0.02%	204
2023 Q3	$273K	Buy	4,905 +189	+4%	+$10.9K	0.02%	209
2023 Q2	$277K	Buy	4,716 +342	+8%	+$20.3K	0.02%	205
2023 Q1	$256K	Hold	4,374	–	–	0.02%	208
2022 Q4	$248K	Hold	4,374	–	–	0.02%	207
2022 Q3	$216K	Hold	4,374	–	–	0.02%	213
2022 Q2	$226K	Hold	4,374	–	–	0.02%	212
2022 Q1	$224K	Sell	4,374 -267	-6%	-$14.9K	0.02%	230
2021 Q4	$281K	Hold	4,641	–	–	0.02%	221
2021 Q3	$283K	Sell	4,641 -133	-3%	-$8.47K	0.02%	208
2021 Q2	$314K	Hold	4,774	–	–	0.03%	202
2021 Q1	$300K	Buy	4,774 +400	+9%	+$25.5K	0.03%	198
2020 Q4	$297K	Buy	+4,374	New	+$297K	0.03%	206

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

Legacy Private Trust's UL Position: Q2 2026 in Review

Legacy Private Trust held its Unilever (UL) position steady in Q2 2026 at 4,374 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #243.

Legacy Private Trust first reported a position in UL in Q4 2020 and has held it in 23 quarters since. The position peaked at $352K in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Legacy Private Trust held 4,374 shares of Unilever worth $263K as of Q2 2026.
Legacy Private Trust left its Unilever share count unchanged in Q2 2026.
Unilever made up 0.01% of Legacy Private Trust's portfolio in Q2 2026, its #243 holding.
Legacy Private Trust first reported a position in Unilever in Q4 2020 and has held it in 23 quarters since.
Legacy Private Trust's Unilever position peaked at $352K in Q3 2024.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.