Q1WB
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Quest 10 Wealth Builders’s Unilever UL Stock Holding History

Quest 10 Wealth Builders’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 		$4.75K Sell
79
-1
-1% -$58 ﹤0.01% 542
2026
Q1 		$4.56K Buy
80
+5
+7% +$335 ﹤0.01% 539
2025
Q4 		$4.91K Buy
75
+8
+12% +$538 ﹤0.01% 499
2025
Q3 		$4.45K Hold
67
– – ﹤0.01% 509
2025
Q2 		$4.59K Hold
67
– – ﹤0.01% 502
2025
Q1 		$4.47K Hold
67
– – ﹤0.01% 481
2024
Q4 		$4.25K Buy
+67
New +$4.52K ﹤0.01% 517

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

Quest 10 Wealth Builders's UL Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its Unilever (UL) stake by 1.3% in Q2 2026, selling an estimated $58 and leaving 79 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Quest 10 Wealth Builders first reported a position in UL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.91K in Q4 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Quest 10 Wealth Builders held 79 shares of Unilever worth $4.75K as of Q2 2026.
  • Quest 10 Wealth Builders sold 1 Unilever share in Q2 2026, an estimated $58.
  • Unilever made up ﹤0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #542 holding.
  • Quest 10 Wealth Builders first reported a position in Unilever in Q4 2024 and has held it in 7 quarters since.
  • Quest 10 Wealth Builders's Unilever position peaked at $4.91K in Q4 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.