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NerdWallet Wealth Partners’s Unilever UL Stock Holding History

NerdWallet Wealth Partners’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 		$208K Buy
+3,466
New +$200K 0.07% 66
2026
Q1 		– Sell
-3,466
Closed -$227K – 71
2025
Q4 		$227K Sell
3,466
-1
-0% -$67 0.1% 57
2025
Q3 		$231K Buy
+3,467
New +$239K 0.11% 55

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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

NerdWallet Wealth Partners's UL Position: Q2 2026 in Review

NerdWallet Wealth Partners opened a new position in Unilever (UL) in Q2 2026: 3,466 shares worth $208K. The stake represents 0.07% of the portfolio and ranks #66 among its holdings. This is a return to the name: NerdWallet Wealth Partners previously reported a position in UL as recently as Q4 2025.

NerdWallet Wealth Partners first reported a position in UL in Q3 2025 and has held it in 3 quarters since. The position peaked at $231K in Q3 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • NerdWallet Wealth Partners held 3,466 shares of Unilever worth $208K as of Q2 2026.
  • Unilever was a new NerdWallet Wealth Partners position in Q2 2026.
  • Unilever made up 0.07% of NerdWallet Wealth Partners's portfolio in Q2 2026, its #66 holding.
  • NerdWallet Wealth Partners first reported a position in Unilever in Q3 2025 and has held it in 3 quarters since.
  • NerdWallet Wealth Partners's Unilever position peaked at $231K in Q3 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on NerdWallet Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.