PWP
UL icon

Phillips Wealth Planners’s Unilever UL Stock Holding History

Phillips Wealth Planners’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
Q1 		$515K Sell
9,005
-1,493
-14% -$100K 0.39% 81
2025
Q4 		$681K Buy
10,498
+3,138
+43% +$211K 0.55% 55
2025
Q3 		$485K Sell
7,360
-82
-1% -$5.66K 0.4% 78
2025
Q2 		$510K Sell
7,442
-23
-0.3% -$1.61K 0.46% 70
2025
Q1 		$520K Sell
7,465
-508
-6% -$32.8K 0.55% 62
2024
Q4 		$495K Buy
7,973
+171
+2% +$11.5K 0.49% 66
2024
Q3 		$555K Sell
7,802
-348
-4% -$24.1K 0.53% 59
2024
Q2 		$518K Sell
8,150
-1,080
-12% -$63.8K 0.55% 60
2024
Q1 		$483K Buy
9,230
+1,793
+24% +$99.3K 0.55% 58
2023
Q4 		$395K Sell
7,437
-6,263
-46% -$338K 0.48% 72
2023
Q3 		$746K Buy
13,700
+954
+7% +$55.1K 1.01% 27
2023
Q2 		$747K Sell
12,746
-294
-2% -$17.5K 0.98% 29
2023
Q1 		$812K Buy
+13,040
New +$741K 1.07% 26

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Phillips Wealth Planners's UL Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Unilever (UL) stake by 14% in Q1 2026, selling an estimated $100K and leaving 9,005 shares worth $515K. The position accounts for 0.39% of the portfolio, ranked #81.

Phillips Wealth Planners first reported a position in UL in Q1 2023 and has held it in 13 quarters since. The position peaked at $812K in Q1 2023. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Phillips Wealth Planners held 9,005 shares of Unilever worth $515K as of Q1 2026.
  • Phillips Wealth Planners sold 1,493 Unilever shares in Q1 2026, an estimated $100K.
  • Unilever made up 0.39% of Phillips Wealth Planners's portfolio in Q1 2026, its #81 holding.
  • Phillips Wealth Planners first reported a position in Unilever in Q1 2023 and has held it in 13 quarters since.
  • Phillips Wealth Planners's Unilever position peaked at $812K in Q1 2023.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.