PWPS
UL icon

Pinnacle Wealth Planning Services’s Unilever UL Stock Holding History

Pinnacle Wealth Planning Services’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 		$194K Sell
3,413
-70
-2% -$4.69K 0.02% 491
2025
Q4 		$228K Sell
3,483
-264
-7% -$17.7K 0.02% 425
2025
Q3 		$250K Sell
3,747
-691
-16% -$47.7K 0.03% 378
2025
Q2 		$305K Buy
+4,438
New +$311K 0.04% 294
2024
Q4 		– Sell
-3,087
Closed -$226K – 556
2024
Q3 		$226K Buy
+3,087
New +$213K 0.03% 418
2024
Q1 		– Sell
-4,705
Closed -$257K – 533
2023
Q4 		$257K Sell
4,705
-999
-18% -$53.9K 0.04% 316
2023
Q3 		$317K Sell
5,704
-665
-10% -$38.4K 0.05% 243
2023
Q2 		$374K Sell
6,369
-382
-6% -$22.7K 0.06% 217
2023
Q1 		$394K Sell
6,751
-1,410
-17% -$80.1K 0.07% 213
2022
Q4 		$462K Sell
8,161
-5,338
-40% -$286K 0.08% 177
2022
Q3 		$666K Buy
13,499
+2,483
+23% +$130K 0.12% 106
2022
Q2 		$568K Buy
11,016
+6,151
+126% +$313K 0.1% 134
2022
Q1 		$249K Sell
4,865
-5,757
-54% -$320K 0.05% 318
2021
Q4 		$643K Buy
10,622
+633
+6% +$37.6K 0.13% 122
2021
Q3 		$609K Buy
9,989
+592
+6% +$37.7K 0.13% 117
2021
Q2 		$618K Buy
9,397
+777
+9% +$51.7K 0.14% 114
2021
Q1 		$542K Buy
8,620
+3,855
+81% +$246K 0.14% 118
2020
Q4 		$324K Buy
+4,765
New +$323K 0.08% 181

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

Pinnacle Wealth Planning Services's UL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Unilever (UL) stake by 2% in Q1 2026, selling an estimated $4.69K and leaving 3,413 shares worth $194K. The position accounts for 0.02% of the portfolio, ranked #491.

Pinnacle Wealth Planning Services first reported a position in UL in Q4 2020 and has held it in 18 quarters since. The position peaked at $666K in Q3 2022. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,413 shares of Unilever worth $194K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 70 Unilever shares in Q1 2026, an estimated $4.69K.
  • Unilever made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #491 holding.
  • Pinnacle Wealth Planning Services first reported a position in Unilever in Q4 2020 and has held it in 18 quarters since.
  • Pinnacle Wealth Planning Services's Unilever position peaked at $666K in Q3 2022.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.