Quotient Wealth Partners’s Unilever UL Stock Holding History

Quotient 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	$523K	Buy	8,702 +1,499	+21%	+$86.7K	0.01%	205
2026 Q1	$410K	Sell	7,203 -31	-0.4%	-$2.08K	0.01%	231
2025 Q4	$473K	Sell	7,234 -514	-7%	-$34.5K	0.01%	204
2025 Q3	$517K	Sell	7,748 -1,046	-12%	-$72.2K	0.01%	189
2025 Q2	$605K	Sell	8,794 -1,210	-12%	-$84.9K	0.02%	159
2025 Q1	$670K	Buy	10,004 +1,042	+12%	+$67.2K	0.02%	147
2024 Q4	$572K	Buy	8,962 +1,668	+23%	+$113K	0.02%	153
2024 Q3	$533K	Sell	7,294 -2,526	-26%	-$175K	0.02%	169
2024 Q2	$608K	Sell	9,820 -23,613	-71%	-$1.4M	0.02%	155
2024 Q1	$1.89M	Sell	33,433 -24,503	-42%	-$1.36M	0.07%	78
2023 Q4	$3.16M	Buy	+57,936	New	+$3.13M	0.12%	73

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

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

Quotient Wealth Partners increased its Unilever (UL) stake by 21% in Q2 2026, buying an estimated $86.7K and bringing the position to 8,702 shares worth $523K. The position accounts for 0.01% of the portfolio, ranked #205.

Quotient Wealth Partners first reported a position in UL in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.16M in Q4 2023. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Quotient Wealth Partners held 8,702 shares of Unilever worth $523K as of Q2 2026.
Quotient Wealth Partners bought 1,499 Unilever shares in Q2 2026, an estimated $86.7K.
Unilever made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #205 holding.
Quotient Wealth Partners first reported a position in Unilever in Q4 2023 and has held it in 11 quarters since.
Quotient Wealth Partners's Unilever position peaked at $3.16M in Q4 2023.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.