NW
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NewEdge Wealth’s Unilever UL Stock Holding History

NewEdge Wealth’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 		$6.74M Buy
112,085
+51,701
+86% +$2.99M 0.07% 192
2026
Q1 		$3.44M Buy
60,384
+1,289
+2% +$86.4K 0.04% 300
2025
Q4 		$3.86M Buy
59,095
+7,257
+14% +$488K 0.04% 293
2025
Q3 		$3.57M Sell
51,838
-14,286
-22% -$986K 0.05% 269
2025
Q2 		$4.56M Sell
66,124
-15,566
-19% -$1.09M 0.07% 223
2025
Q1 		$5.47M Buy
81,690
+10,630
+15% +$686K 0.1% 172
2024
Q4 		$4.53M Buy
71,060
+1,973
+3% +$133K 0.08% 207
2024
Q3 		$5.05M Buy
69,087
+17,715
+34% +$1.22M 0.09% 191
2024
Q2 		$3.18M Buy
51,372
+888
+2% +$52.5K 0.07% 234
2024
Q1 		$2.95M Buy
50,484
+23,960
+90% +$1.33M 0.07% 250
2023
Q4 		$1.45M Buy
26,524
+11,763
+80% +$635K 0.04% 343
2023
Q3 		$820K Buy
14,761
+2,998
+25% +$173K 0.03% 383
2023
Q2 		$690K Buy
11,763
+1,861
+19% +$111K 0.02% 411
2023
Q1 		$579K Buy
9,902
+3,921
+66% +$223K 0.02% 394
2022
Q4 		$339K Sell
5,981
-815
-12% -$43.6K 0.01% 424
2022
Q3 		$335K Sell
6,796
-13,107
-66% -$685K 0.02% 405
2022
Q2 		$1.03M Buy
19,903
+12,844
+182% +$654K 0.05% 280
2022
Q1 		$362K Buy
+7,059
New +$393K 0.02% 339

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

NewEdge Wealth's UL Position: Q2 2026 in Review

NewEdge Wealth increased its Unilever (UL) stake by 86% in Q2 2026, buying an estimated $2.99M and bringing the position to 112,085 shares worth $6.74M. The position accounts for 0.07% of the portfolio, ranked #192.

NewEdge Wealth first reported a position in UL in Q1 2022 and has held it in 18 quarters since. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • NewEdge Wealth held 112,085 shares of Unilever worth $6.74M as of Q2 2026.
  • NewEdge Wealth bought 51,701 Unilever shares in Q2 2026, an estimated $2.99M.
  • Unilever made up 0.07% of NewEdge Wealth's portfolio in Q2 2026, its #192 holding.
  • NewEdge Wealth first reported a position in Unilever in Q1 2022 and has held it in 18 quarters since.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.