Parr McKnight Wealth Management Group’s Unilever UL Stock Holding History

Parr McKnight Wealth Management Group’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	$2.22M	Sell	36,977 -4,006	-10%	-$232K	0.26%	115
2026 Q1	$2.33M	Buy	40,983 +2,266	+6%	+$152K	0.31%	106
2025 Q4	$2.53M	Buy	38,717 +879	+2%	+$59.1K	0.33%	94
2025 Q3	$2.52M	Buy	37,838 +475	+1%	+$32.8K	0.33%	95
2025 Q2	$2.57M	Sell	37,363 -689	-2%	-$48.3K	0.35%	92
2025 Q1	$2.55M	Buy	38,052 +338	+0.9%	+$21.8K	0.37%	88
2024 Q4	$2.41M	Buy	+37,714	New	+$2.55M	0.34%	85

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

Parr McKnight Wealth Management Group's UL Position: Q2 2026 in Review

Parr McKnight Wealth Management Group reduced its Unilever (UL) stake by 9.8% in Q2 2026, selling an estimated $232K and leaving 36,977 shares worth $2.22M. The position accounts for 0.26% of the portfolio, ranked #115.

Parr McKnight Wealth Management Group first reported a position in UL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.57M in Q2 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Parr McKnight Wealth Management Group held 36,977 shares of Unilever worth $2.22M as of Q2 2026.
Parr McKnight Wealth Management Group sold 4,006 Unilever shares in Q2 2026, an estimated $232K.
Unilever made up 0.26% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #115 holding.
Parr McKnight Wealth Management Group first reported a position in Unilever in Q4 2024 and has held it in 7 quarters since.
Parr McKnight Wealth Management Group's Unilever position peaked at $2.57M in Q2 2025.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.