Prestige Wealth Management Group’s Unilever UL Stock Holding History

Prestige Wealth Management Group’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	$55.2K	Hold	918	–	–	0.01%	261
2026 Q1	$52.8K	Hold	918	–	–	0.01%	251
2025 Q4	$60K	Buy	918 +74	+9%	+$4.97K	0.01%	235
2025 Q3	$56.3K	Hold	844	–	–	0.01%	249
2025 Q2	$58.1K	Hold	844	–	–	0.01%	242
2025 Q1	$56.6K	Hold	844	–	–	0.01%	240
2024 Q4	$53.9K	Hold	844	–	–	0.01%	250
2024 Q3	$61.7K	Hold	844	–	–	0.01%	234
2024 Q2	$52.2K	Hold	844	–	–	0.01%	222
2024 Q1	$47.7K	Hold	844	–	–	0.01%	261
2023 Q4	$46.1K	Hold	844	–	–	0.01%	248
2023 Q3	$46.9K	Hold	844	–	–	0.01%	245
2023 Q2	$49.5K	Hold	844	–	–	0.01%	261
2023 Q1	$49.3K	Hold	844	–	–	0.01%	247
2022 Q4	$47.8K	Hold	844	–	–	0.01%	258
2022 Q3	$42K	Hold	844	–	–	0.01%	241
2022 Q2	$44K	Hold	844	–	–	0.01%	249
2022 Q1	$43K	Sell	844 -65	-7%	-$3.62K	0.01%	258
2021 Q4	$55K	Hold	909	–	–	0.01%	256
2021 Q3	$56K	Hold	909	–	–	0.01%	248
2021 Q2	$60K	Hold	909	–	–	0.02%	231
2021 Q1	$57K	Hold	909	–	–	0.02%	238
2020 Q4	$61K	Buy	+909	New	+$61.7K	0.02%	226

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Prestige Wealth Management Group's UL Position: Q2 2026 in Review

Prestige Wealth Management Group held its Unilever (UL) position steady in Q2 2026 at 918 shares worth $55.2K. The position accounts for 0.01% of the portfolio, ranked #261.

Prestige Wealth Management Group first reported a position in UL in Q4 2020 and has held it in 23 quarters since. The position peaked at $61.7K in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Prestige Wealth Management Group held 918 shares of Unilever worth $55.2K as of Q2 2026.
Prestige Wealth Management Group left its Unilever share count unchanged in Q2 2026.
Unilever made up 0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #261 holding.
Prestige Wealth Management Group first reported a position in Unilever in Q4 2020 and has held it in 23 quarters since.
Prestige Wealth Management Group's Unilever position peaked at $61.7K in Q3 2024.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.