Next Level Wealth Planning’s Unilever UL Stock Holding History

Next Level Wealth Planning’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 Q3	$1.88K	Buy	+31	New	+$1.95K	﹤0.01%	467

Other funds holding UL

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Next Level Wealth Planning's UL Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Unilever (UL) in Q3 2026: 31 shares worth $1.88K. The stake represents ﹤0.01% of the portfolio and ranks #467 among its holdings.

674 funds tracked by Wall St. Rank hold UL as of Q3 2026.

Next Level Wealth Planning held 31 shares of Unilever worth $1.88K as of Q3 2026.
Unilever was a new Next Level Wealth Planning position in Q3 2026.
Unilever made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #467 holding.
674 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.