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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
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 		$1.61M 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

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

Principle Wealth Partners's UL Position: Q2 2026 in Review

Principle Wealth Partners increased its Unilever (UL) stake by 5.7% in Q2 2026, buying an estimated $26.5K and bringing the position to 8,473 shares worth $509K. The position accounts for 0.03% of the portfolio, ranked #254.

Principle Wealth Partners first reported a position in UL in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.3M in Q4 2020. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Principle Wealth Partners held 8,473 shares of Unilever worth $509K as of Q2 2026.
  • Principle Wealth Partners bought 458 Unilever shares in Q2 2026, an estimated $26.5K.
  • Unilever made up 0.03% of Principle Wealth Partners's portfolio in Q2 2026, its #254 holding.
  • Principle Wealth Partners first reported a position in Unilever in Q2 2020 and has held it in 24 quarters since.
  • Principle Wealth Partners's Unilever position peaked at $2.3M in Q4 2020.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.