Principle Wealth Partners
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Principle Wealth Partners’s Unilever UL Stock Holding History

Principle Wealth Partners’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
Q3 		$495K Sell
8,148
-325
-4% -$20.4K 0.02% 263
2026
Q2 		$509K Buy
8,473
+458
+6% +$26.5K 0.03% 254
2026
Q1 		$457K Sell
8,015
-347
-4% -$23.3K 0.03% 251
2025
Q4 		$547K Buy
8,362
+342
+4% +$23K 0.03% 232
2025
Q3 		$535K Hold
8,020
– – 0.03% 230
2025
Q2 		$552K Buy
8,020
+132
+2% +$9.26K 0.03% 224
2025
Q1 		$528K Hold
7,888
– – 0.04% 218
2024
Q4 		$503K Buy
7,888
+360
+5% +$24.3K 0.04% 220
2024
Q3 		$550K Hold
7,528
– – 0.04% 215
2024
Q2 		$466K Sell
7,528
-1,755
-19% -$104K 0.04% 228
2024
Q1 		$524K Hold
9,283
– – 0.04% 217
2023
Q4 		$506K Sell
9,283
-465
-5% -$25.1K 0.04% 210
2023
Q3 		$542K Sell
9,748
-622
-6% -$36K 0.05% 193
2023
Q2 		$608K Sell
10,370
-1,511
-13% -$89.7K 0.06% 181
2023
Q1 		$694K Sell
11,881
-960
-7% -$54.5K 0.07% 165
2022
Q4 		$727K Sell
12,841
-1,078
-8% -$57.7K 0.08% 158
2022
Q3 		$686K Sell
13,919
-2,365
-15% -$124K 0.06% 155
2022
Q2 		$840K Sell
16,284
-2,061
-11% -$105K 0.1% 149
2022
Q1 		$940K Sell
18,345
-812
-4% -$45.2K 0.1% 144
2021
Q4 		$1.16M Sell
19,157
-1,930
-9% -$115K 0.12% 125
2021
Q3 		$1.29M Sell
21,087
-3,447
-14% -$220K 0.15% 114
2021
Q2 		$1.62M Sell
24,534
-9,262
-27% -$616K 0.18% 102
2021
Q1 		$2.12M Sell
33,796
-29
-0.1% -$1.85K 0.25% 84
2020
Q4 		$2.3M Buy
+33,825
New +$2.29M 0.3% 69
2020
Q3 		– Sell
-844
Closed -$52K – 406
2020
Q2 		$52K Buy
+844
New +$50.4K 0.02% 271

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Equity Investment Corp
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Munich Reinsurance
Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return
Allspring Global Investments
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Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Principle Wealth Partners's UL Position: Q3 2026 in Review

Principle Wealth Partners reduced its Unilever (UL) stake by 3.8% in Q3 2026, selling an estimated $20.4K and leaving 8,148 shares worth $495K. The position accounts for 0.02% of the portfolio, ranked #263.

Principle Wealth Partners first reported a position in UL in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.3M in Q4 2020. 674 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Principle Wealth Partners held 8,148 shares of Unilever worth $495K as of Q3 2026.
  • Principle Wealth Partners sold 325 Unilever shares in Q3 2026, an estimated $20.4K.
  • Unilever made up 0.02% of Principle Wealth Partners's portfolio in Q3 2026, its #263 holding.
  • Principle Wealth Partners first reported a position in Unilever in Q2 2020 and has held it in 25 quarters since.
  • Principle Wealth Partners's Unilever position peaked at $2.3M in Q4 2020.
  • 674 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Principle Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.