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Measured Wealth Private Client Group’s Unilever UL Stock Holding History

Measured Wealth Private Client Group’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 		$18.5K Sell
307
-155
-34% -$8.96K ﹤0.01% 499
2026
Q1 		$26.3K Hold
462
– – 0.01% 410
2025
Q4 		$30.2K Sell
462
-1
-0.2% -$67 0.01% 388
2025
Q3 		$30.9K Buy
+463
New +$32K 0.01% 380

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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

Measured Wealth Private Client Group's UL Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Unilever (UL) stake by 34% in Q2 2026, selling an estimated $8.96K and leaving 307 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Measured Wealth Private Client Group first reported a position in UL in Q3 2025 and has held it in 4 quarters since. The position peaked at $30.9K in Q3 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Measured Wealth Private Client Group held 307 shares of Unilever worth $18.5K as of Q2 2026.
  • Measured Wealth Private Client Group sold 155 Unilever shares in Q2 2026, an estimated $8.96K.
  • Unilever made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #499 holding.
  • Measured Wealth Private Client Group first reported a position in Unilever in Q3 2025 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's Unilever position peaked at $30.9K in Q3 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.