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Nvest Wealth Strategies’s Unilever UL Stock Holding History

Nvest Wealth Strategies’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 		– Sell
-6
Closed -$342 – 430
2026
Q1 		$342 Buy
+6
New +$402 ﹤0.01% 338

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HCM
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EIC
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SRIM
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LPL Financial
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MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
EHC
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CB
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Nvest Wealth Strategies's UL Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of Unilever (UL) in Q2 2026, closing a stake of 6 shares — an estimated $342 sold.

Nvest Wealth Strategies first reported a position in UL in Q1 2026 and held it in 1 quarter. The position peaked at $342 in Q1 2026. 745 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Nvest Wealth Strategies reported no remaining Unilever position as of Q2 2026 after selling out during the quarter.
  • Nvest Wealth Strategies sold 6 Unilever shares in Q2 2026, an estimated $342.
  • Nvest Wealth Strategies first reported a position in Unilever in Q1 2026 and held it in 1 quarter.
  • Nvest Wealth Strategies's Unilever position peaked at $342 in Q1 2026.
  • 745 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.