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 Q2	$562K	Sell	8,955 -50	-0.6%	-$2.89K	0.41%	77
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 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

Phillips Wealth Planners's UL Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Unilever (UL) stake by 0.56% in Q2 2026, selling an estimated $2.89K and leaving 8,955 shares worth $562K. The position accounts for 0.41% of the portfolio, ranked #77.

Phillips Wealth Planners first reported a position in UL in Q1 2023 and has held it in 14 quarters since. The position peaked at $812K in Q1 2023. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Phillips Wealth Planners held 8,955 shares of Unilever worth $562K as of Q2 2026.
Phillips Wealth Planners sold 50 Unilever shares in Q2 2026, an estimated $2.89K.
Unilever made up 0.41% of Phillips Wealth Planners's portfolio in Q2 2026, its #77 holding.
Phillips Wealth Planners first reported a position in Unilever in Q1 2023 and has held it in 14 quarters since.
Phillips Wealth Planners's Unilever position peaked at $812K in Q1 2023.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

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