NWM
UL icon

Nova Wealth Management’s Unilever UL Stock Holding History

Nova 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 		$6.01K Buy
+100
New +$5.78K ﹤0.01% 441
2025
Q3 		– Sell
-32
Closed -$2.23K – 744
2025
Q2 		$2.23K Buy
+32
New +$2.25K ﹤0.01% 548

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CCMIC
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RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

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

Nova Wealth Management opened a new position in Unilever (UL) in Q2 2026: 100 shares worth $6.01K. The stake represents ﹤0.01% of the portfolio and ranks #441 among its holdings. This is a return to the name: Nova Wealth Management previously reported a position in UL as recently as Q2 2025.

Nova Wealth Management first reported a position in UL in Q2 2025 and has held it in 2 quarters since. 183 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Nova Wealth Management held 100 shares of Unilever worth $6.01K as of Q2 2026.
  • Unilever was a new Nova Wealth Management position in Q2 2026.
  • Unilever made up ﹤0.01% of Nova Wealth Management's portfolio in Q2 2026, its #441 holding.
  • Nova Wealth Management first reported a position in Unilever in Q2 2025 and has held it in 2 quarters since.
  • 183 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.