Meridian Wealth Management’s Unilever UL Stock Holding History

Meridian 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	$202K	Sell	3,358 -1,865	-36%	-$108K	0.01%	798
2026 Q1	$298K	Sell	5,223 -217	-4%	-$14.5K	0.01%	648
2025 Q4	$356K	Sell	5,440 -38,668	-88%	-$2.6M	0.01%	581
2025 Q3	$2.94M	Sell	44,108 -1,169	-3%	-$80.7K	0.11%	164
2025 Q2	$3.12M	Buy	45,277 +215	+0.5%	+$15.1K	0.13%	156
2025 Q1	$3.02M	Sell	45,062 -1,828	-4%	-$118K	0.15%	150
2024 Q4	$2.99M	Buy	46,890 +225	+0.5%	+$15.2K	0.14%	148
2024 Q3	$3.41M	Buy	+46,665	New	+$3.23M	0.17%	132
2024 Q1	–	Sell	-44,181	Closed	-$2.41M	–	527
2023 Q4	$2.41M	Buy	+44,181	New	+$2.38M	0.15%	152

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 22.96% 1-Year Est. Return

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

Meridian Wealth Management reduced its Unilever (UL) stake by 36% in Q2 2026, selling an estimated $108K and leaving 3,358 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #798.

Meridian Wealth Management first reported a position in UL in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.41M in Q3 2024. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Meridian Wealth Management held 3,358 shares of Unilever worth $202K as of Q2 2026.
Meridian Wealth Management sold 1,865 Unilever shares in Q2 2026, an estimated $108K.
Unilever made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #798 holding.
Meridian Wealth Management first reported a position in Unilever in Q4 2023 and has held it in 9 quarters since.
Meridian Wealth Management's Unilever position peaked at $3.41M in Q3 2024.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.