MWM
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Manske Wealth Management’s Unilever UL Stock Holding History

Manske 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 		$418K Sell
6,958
-85
-1% -$4.91K 0.1% 154
2026
Q1 		$401K Buy
7,043
+28
+0.4% +$1.88K 0.11% 144
2025
Q4 		$459K Buy
7,015
+30
+0.4% +$2.02K 0.14% 123
2025
Q3 		$466K Sell
6,985
-11
-0.2% -$759 0.14% 116
2025
Q2 		$481K Buy
6,996
+2
+0% +$140 0.16% 110
2025
Q1 		$469K Buy
6,994
+842
+14% +$54.3K 0.18% 108
2024
Q4 		$392K Buy
+6,152
New +$415K 0.16% 114

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

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

Manske Wealth Management reduced its Unilever (UL) stake by 1.2% in Q2 2026, selling an estimated $4.91K and leaving 6,958 shares worth $418K. The position accounts for 0.1% of the portfolio, ranked #154.

Manske Wealth Management first reported a position in UL in Q4 2024 and has held it in 7 quarters since. The position peaked at $481K in Q2 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Manske Wealth Management held 6,958 shares of Unilever worth $418K as of Q2 2026.
  • Manske Wealth Management sold 85 Unilever shares in Q2 2026, an estimated $4.91K.
  • Unilever made up 0.1% of Manske Wealth Management's portfolio in Q2 2026, its #154 holding.
  • Manske Wealth Management first reported a position in Unilever in Q4 2024 and has held it in 7 quarters since.
  • Manske Wealth Management's Unilever position peaked at $481K in Q2 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Manske Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.