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Perigon Wealth Management’s Unilever UL Stock Holding History

Perigon 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 		$500K Sell
8,309
-1,780
-18% -$103K 0.01% 902
2026
Q1 		$575K Buy
10,089
+50
+0.5% +$3.35K 0.01% 737
2025
Q4 		$657K Buy
10,039
+1,683
+20% +$113K 0.01% 676
2025
Q3 		$557K Buy
8,356
+294
+4% +$20.3K 0.01% 697
2025
Q2 		$555K Sell
8,062
-390
-5% -$27.4K 0.01% 640
2025
Q1 		$566K Sell
8,452
-778
-8% -$50.2K 0.01% 604
2024
Q4 		$576K Buy
9,230
+408
+5% +$27.6K 0.01% 596
2024
Q3 		$645K Sell
8,822
-10
-0.1% -$691 0.02% 546
2024
Q2 		$546K Sell
8,832
-508
-5% -$30K 0.02% 513
2024
Q1 		$527K Buy
9,340
+2,236
+31% +$124K 0.02% 521
2023
Q4 		$387K Sell
7,104
-726
-9% -$39.2K 0.01% 575
2023
Q3 		$435K Buy
7,830
+1,900
+32% +$110K 0.02% 475
2023
Q2 		$348K Buy
5,930
+1,496
+34% +$88.8K 0.01% 562
2023
Q1 		$259K Sell
4,434
-323
-7% -$18.4K 0.01% 592
2022
Q4 		$269K Buy
+4,757
New +$255K 0.02% 563
2021
Q1 		– Sell
-1,025
Closed -$70K – 1005
2020
Q4 		$70K Buy
+1,025
New +$69.5K 0.01% 639
2017
Q3 		– Sell
-5,145
Closed -$313K – 715
2017
Q2 		$313K Buy
5,145
+2,739
+114% +$163K 0.07% 202
2017
Q1 		$134K Hold
2,406
– – 0.03% 278
2016
Q4 		$130K Buy
+2,406
New +$112K 0.03% 266

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

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

Perigon Wealth Management reduced its Unilever (UL) stake by 18% in Q2 2026, selling an estimated $103K and leaving 8,309 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #902.

Perigon Wealth Management first reported a position in UL in Q4 2016 and has held it in 19 quarters since. The position peaked at $657K in Q4 2025. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Perigon Wealth Management held 8,309 shares of Unilever worth $500K as of Q2 2026.
  • Perigon Wealth Management sold 1,780 Unilever shares in Q2 2026, an estimated $103K.
  • Unilever made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #902 holding.
  • Perigon Wealth Management first reported a position in Unilever in Q4 2016 and has held it in 19 quarters since.
  • Perigon Wealth Management's Unilever position peaked at $657K in Q4 2025.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.