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Precision Wealth Strategies’s Unilever UL Stock Holding History

Precision Wealth Strategies’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 		$444K Sell
7,380
-800
-10% -$46.2K 0.13% 137
2026
Q1 		$466K Sell
8,180
-3,374
-29% -$226K 0.15% 129
2025
Q4 		$756K Sell
11,554
-3,344
-22% -$225K 0.24% 91
2025
Q3 		$994K Sell
14,898
-291
-2% -$20.1K 0.32% 66
2025
Q2 		$1.05M Buy
+15,189
New +$1.07M 0.34% 57

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 22.96% 1-Year Est. Return

Precision Wealth Strategies's UL Position: Q2 2026 in Review

Precision Wealth Strategies reduced its Unilever (UL) stake by 9.8% in Q2 2026, selling an estimated $46.2K and leaving 7,380 shares worth $444K. The position accounts for 0.13% of the portfolio, ranked #137.

Precision Wealth Strategies first reported a position in UL in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.05M in Q2 2025. 1,192 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Precision Wealth Strategies held 7,380 shares of Unilever worth $444K as of Q2 2026.
  • Precision Wealth Strategies sold 800 Unilever shares in Q2 2026, an estimated $46.2K.
  • Unilever made up 0.13% of Precision Wealth Strategies's portfolio in Q2 2026, its #137 holding.
  • Precision Wealth Strategies first reported a position in Unilever in Q2 2025 and has held it in 5 quarters since.
  • Precision Wealth Strategies's Unilever position peaked at $1.05M in Q2 2025.
  • 1,192 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.