Paragon Private Wealth Management’s Unilever UL Stock Holding History

Paragon Private 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	$233K	Sell	3,869 -1,185	-23%	-$68.5K	0.06%	215
2026 Q1	$288K	Buy	5,054 +1,716	+51%	+$115K	0.09%	188
2025 Q4	$218K	Buy	3,338 +299	+10%	+$20.1K	0.07%	207
2025 Q3	$203K	Sell	3,039 -523	-15%	-$36.1K	0.07%	213
2025 Q2	$245K	Buy	3,562 +119	+3%	+$8.35K	0.1%	175
2025 Q1	$231K	Sell	3,443 -113	-3%	-$7.29K	0.11%	170
2024 Q4	$227K	Buy	3,556 +119	+3%	+$8.04K	0.1%	158
2024 Q3	$251K	Buy	+3,437	New	+$238K	0.12%	145

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Paragon Private Wealth Management's UL Position: Q2 2026 in Review

Paragon Private Wealth Management reduced its Unilever (UL) stake by 23% in Q2 2026, selling an estimated $68.5K and leaving 3,869 shares worth $233K. The position accounts for 0.06% of the portfolio, ranked #215.

Paragon Private Wealth Management first reported a position in UL in Q3 2024 and has held it in 8 quarters since. The position peaked at $288K in Q1 2026. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Paragon Private Wealth Management held 3,869 shares of Unilever worth $233K as of Q2 2026.
Paragon Private Wealth Management sold 1,185 Unilever shares in Q2 2026, an estimated $68.5K.
Unilever made up 0.06% of Paragon Private Wealth Management's portfolio in Q2 2026, its #215 holding.
Paragon Private Wealth Management first reported a position in Unilever in Q3 2024 and has held it in 8 quarters since.
Paragon Private Wealth Management's Unilever position peaked at $288K in Q1 2026.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.