Livet Wealth’s Unilever UL Stock Holding History

Livet Wealth’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	-4,883	Closed	-$278K	–	130
2026 Q1	$278K	Buy	4,883 +299	+7%	+$20K	0.18%	91
2025 Q4	$300K	Buy	+4,584	New	+$308K	0.18%	88

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 22.9% 1-Year Est. Return

Livet Wealth's UL Position: Q2 2026 in Review

Livet Wealth sold out of Unilever (UL) in Q2 2026, closing a stake of 4,883 shares — an estimated $278K sold.

Livet Wealth first reported a position in UL in Q4 2025 and held it in 2 quarters. The position peaked at $300K in Q4 2025. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Livet Wealth reported no remaining Unilever position as of Q2 2026 after selling out during the quarter.
Livet Wealth sold 4,883 Unilever shares in Q2 2026, an estimated $278K.
Livet Wealth first reported a position in Unilever in Q4 2025 and held it in 2 quarters.
Livet Wealth's Unilever position peaked at $300K in Q4 2025.
1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Livet Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.