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Peterson Wealth Management’s Unilever UL Stock Holding History

Peterson 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 		$30.4K Buy
505
+9
+2% +$520 0.01% 105
2026
Q1 		$28.3K Buy
+496
New +$33.2K 0.02% 102

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

Peterson Wealth Management increased its Unilever (UL) stake by 1.8% in Q2 2026, buying an estimated $520 and bringing the position to 505 shares worth $30.4K. The position accounts for 0.01% of the portfolio, ranked #105.

Peterson Wealth Management first reported a position in UL in Q1 2026 and has held it in 2 quarters since. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Peterson Wealth Management held 505 shares of Unilever worth $30.4K as of Q2 2026.
  • Peterson Wealth Management bought 9 Unilever shares in Q2 2026, an estimated $520.
  • Unilever made up 0.01% of Peterson Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Peterson Wealth Management first reported a position in Unilever in Q1 2026 and has held it in 2 quarters since.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.