Prosperity Consulting Group’s Unilever UL Stock Holding History

Prosperity Consulting 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	$491K	Sell	8,163 -238	-3%	-$13.8K	0.02%	394
2026 Q1	$479K	Sell	8,401 -26,274	-76%	-$1.76M	0.02%	359
2025 Q4	$2.27M	Buy	34,675 +263	+0.8%	+$17.7K	0.1%	147
2025 Q3	$2.29M	Sell	34,412 -5,160	-13%	-$356K	0.11%	141
2025 Q2	$2.72M	Sell	39,572 -1,134	-3%	-$79.6K	0.2%	112
2025 Q1	$2.73M	Sell	40,706 -2,234	-5%	-$144K	0.21%	111
2024 Q4	$2.74M	Sell	42,940 -2,754	-6%	-$186K	0.21%	113
2024 Q3	$3.34M	Sell	45,694 -8,797	-16%	-$608K	0.26%	91
2024 Q2	$3.37M	Sell	54,491 -12,240	-18%	-$723K	0.46%	57
2024 Q1	$3.77M	Buy	+66,731	New	+$3.7M	0.47%	60

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

Prosperity Consulting Group's UL Position: Q2 2026 in Review

Prosperity Consulting Group reduced its Unilever (UL) stake by 2.8% in Q2 2026, selling an estimated $13.8K and leaving 8,163 shares worth $491K. The position accounts for 0.02% of the portfolio, ranked #394.

Prosperity Consulting Group first reported a position in UL in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.77M in Q1 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Prosperity Consulting Group held 8,163 shares of Unilever worth $491K as of Q2 2026.
Prosperity Consulting Group sold 238 Unilever shares in Q2 2026, an estimated $13.8K.
Unilever made up 0.02% of Prosperity Consulting Group's portfolio in Q2 2026, its #394 holding.
Prosperity Consulting Group first reported a position in Unilever in Q1 2024 and has held it in 10 quarters since.
Prosperity Consulting Group's Unilever position peaked at $3.77M in Q1 2024.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.