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Potentia Wealth’s Unilever UL Stock Holding History

Potentia Wealth’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 		$729K Buy
12,798
+518
+4% +$34.7K 0.28% 43
2025
Q4 		$803K Sell
12,280
-1
-0% -$67 0.29% 42
2025
Q3 		$819K Hold
12,281
– – 0.31% 43
2025
Q2 		$845K Hold
12,281
– – 0.48% 24
2025
Q1 		$823K Hold
12,281
– – 0.39% 35
2024
Q4 		$783K Buy
+12,281
New +$829K 0.35% 42

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 $336B AUM 34.66% 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 $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Potentia Wealth's UL Position: Q1 2026 in Review

Potentia Wealth increased its Unilever (UL) stake by 4.2% in Q1 2026, buying an estimated $34.7K and bringing the position to 12,798 shares worth $729K. The position accounts for 0.28% of the portfolio, ranked #43.

Potentia Wealth first reported a position in UL in Q4 2024 and has held it in 6 quarters since. The position peaked at $845K in Q2 2025. 1,169 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Potentia Wealth held 12,798 shares of Unilever worth $729K as of Q1 2026.
  • Potentia Wealth bought 518 Unilever shares in Q1 2026, an estimated $34.7K.
  • Unilever made up 0.28% of Potentia Wealth's portfolio in Q1 2026, its #43 holding.
  • Potentia Wealth first reported a position in Unilever in Q4 2024 and has held it in 6 quarters since.
  • Potentia Wealth's Unilever position peaked at $845K in Q2 2025.
  • 1,169 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

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