PW
UL icon

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
Q2 		$769K Hold
12,798
– – 0.32% 37
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 $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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 $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Potentia Wealth's UL Position: Q2 2026 in Review

Potentia Wealth held its Unilever (UL) position steady in Q2 2026 at 12,798 shares worth $769K. The position accounts for 0.32% of the portfolio, ranked #37.

Potentia Wealth first reported a position in UL in Q4 2024 and has held it in 7 quarters since. The position peaked at $845K in Q2 2025. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Potentia Wealth held 12,798 shares of Unilever worth $769K as of Q2 2026.
  • Potentia Wealth left its Unilever share count unchanged in Q2 2026.
  • Unilever made up 0.32% of Potentia Wealth's portfolio in Q2 2026, its #37 holding.
  • Potentia Wealth first reported a position in Unilever in Q4 2024 and has held it in 7 quarters since.
  • Potentia Wealth's Unilever position peaked at $845K in Q2 2025.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.