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Legacy Wealth Management (Idaho)’s Unilever UL Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-155
Closed -$8.83K – 911
2026
Q1 		$8.83K Hold
155
– – ﹤0.01% 513
2025
Q4 		$10.1K Sell
155
-1
-0.6% -$67 ﹤0.01% 423
2025
Q3 		$10.4K Hold
156
– – ﹤0.01% 339
2025
Q2 		$10.7K Hold
156
– – 0.01% 306
2025
Q1 		$10.4K Hold
156
– – 0.01% 319
2024
Q4 		$10.2K Hold
156
– – 0.01% 288
2024
Q3 		$10K Buy
+156
New +$10.8K 0.01% 312

Other funds holding UL

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Fisher Asset Management
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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 22.9% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s UL Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Unilever (UL) in Q2 2026, closing a stake of 155 shares — an estimated $8.83K sold.

Legacy Wealth Management (Idaho) first reported a position in UL in Q3 2024 and held it in 7 quarters. The position peaked at $10.7K in Q2 2025. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Unilever position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 155 Unilever shares in Q2 2026, an estimated $8.83K.
  • Legacy Wealth Management (Idaho) first reported a position in Unilever in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Unilever position peaked at $10.7K in Q2 2025.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.