Private Wealth Asset Management’s Unilever UL Stock Holding History

Private Wealth Asset Management’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	$1.44K	Sell	24 -96	-80%	-$5.55K	﹤0.01%	868
2026 Q1	$6.84K	Hold	120	–	–	﹤0.01%	750
2025 Q4	$7.85K	Sell	120 -44	-27%	-$2.96K	﹤0.01%	718
2025 Q3	$10.9K	Hold	164	–	–	﹤0.01%	632
2025 Q2	$11.3K	Sell	164 -36	-18%	-$2.53K	﹤0.01%	641
2025 Q1	$13.4K	Buy	+200	New	+$12.9K	﹤0.01%	576

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

Private Wealth Asset Management's UL Position: Q2 2026 in Review

Private Wealth Asset Management reduced its Unilever (UL) stake by 80% in Q2 2026, selling an estimated $5.55K and leaving 24 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Private Wealth Asset Management first reported a position in UL in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.4K in Q1 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Private Wealth Asset Management held 24 shares of Unilever worth $1.44K as of Q2 2026.
Private Wealth Asset Management sold 96 Unilever shares in Q2 2026, an estimated $5.55K.
Unilever made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #868 holding.
Private Wealth Asset Management first reported a position in Unilever in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Unilever position peaked at $13.4K in Q1 2025.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.