LWM
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Lodestone Wealth Management’s Unilever UL Stock Holding History

Lodestone 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
Q2 		$15.7K Hold
261
– – 0.01% 452
2026
Q1 		$14.9K Hold
261
– – 0.01% 455
2025
Q4 		$17.1K Buy
+261
New +$17.5K 0.01% 428

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 22.96% 1-Year Est. Return

Lodestone Wealth Management's UL Position: Q2 2026 in Review

Lodestone Wealth Management held its Unilever (UL) position steady in Q2 2026 at 261 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #452.

Lodestone Wealth Management first reported a position in UL in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.1K in Q4 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Lodestone Wealth Management held 261 shares of Unilever worth $15.7K as of Q2 2026.
  • Lodestone Wealth Management left its Unilever share count unchanged in Q2 2026.
  • Unilever made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #452 holding.
  • Lodestone Wealth Management first reported a position in Unilever in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Unilever position peaked at $17.1K in Q4 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.