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NWAM LLC’s Unilever UL Stock Holding History

NWAM LLC’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 		$1.24M Buy
20,558
+8,616
+72% +$498K 0.06% 294
2026
Q1 		$680K Buy
+11,942
New +$800K 0.04% 351
2023
Q3 		– Sell
-4,436
Closed -$260K – 549
2023
Q2 		$260K Buy
4,436
+661
+18% +$39.3K 0.02% 449
2023
Q1 		$221K Sell
3,775
-120
-3% -$6.82K 0.02% 436
2022
Q4 		$221K Buy
+3,895
New +$208K 0.02% 471

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

NWAM LLC's UL Position: Q2 2026 in Review

NWAM LLC increased its Unilever (UL) stake by 72% in Q2 2026, buying an estimated $498K and bringing the position to 20,558 shares worth $1.24M. The position accounts for 0.06% of the portfolio, ranked #294.

NWAM LLC first reported a position in UL in Q4 2022 and has held it in 5 quarters since. 1,189 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • NWAM LLC held 20,558 shares of Unilever worth $1.24M as of Q2 2026.
  • NWAM LLC bought 8,616 Unilever shares in Q2 2026, an estimated $498K.
  • Unilever made up 0.06% of NWAM LLC's portfolio in Q2 2026, its #294 holding.
  • NWAM LLC first reported a position in Unilever in Q4 2022 and has held it in 5 quarters since.
  • 1,189 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.