PF
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PlanVest Financial’s Unilever UL Stock Holding History

PlanVest Financial’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 		$194K Buy
3,222
+14
+0.4% +$809 0.13% 101
2026
Q1 		$183K Buy
+3,208
New +$215K 0.14% 96

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
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T. Rowe Price Associates
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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 $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PlanVest Financial's UL Position: Q2 2026 in Review

PlanVest Financial increased its Unilever (UL) stake by 0.44% in Q2 2026, buying an estimated $809 and bringing the position to 3,222 shares worth $194K. The position accounts for 0.13% of the portfolio, ranked #101.

PlanVest Financial first reported a position in UL in Q1 2026 and has held it in 2 quarters since. 1,145 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • PlanVest Financial held 3,222 shares of Unilever worth $194K as of Q2 2026.
  • PlanVest Financial bought 14 Unilever shares in Q2 2026, an estimated $809.
  • Unilever made up 0.13% of PlanVest Financial's portfolio in Q2 2026, its #101 holding.
  • PlanVest Financial first reported a position in Unilever in Q1 2026 and has held it in 2 quarters since.
  • 1,145 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.