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Revisor Wealth Management’s Unilever UL Stock Holding History

Revisor Wealth 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 		$474K Sell
7,888
-128
-2% -$7.4K 0.11% 198
2026
Q1 		$459K Buy
8,016
+377
+5% +$25.3K 0.13% 174
2025
Q4 		$500K Buy
7,639
+3,732
+96% +$251K 0.13% 169
2025
Q3 		$259K Sell
3,907
-147
-4% -$10.1K 0.09% 230
2025
Q2 		$280K Buy
+4,054
New +$284K 0.1% 218

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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

Revisor Wealth Management's UL Position: Q2 2026 in Review

Revisor Wealth Management reduced its Unilever (UL) stake by 1.6% in Q2 2026, selling an estimated $7.4K and leaving 7,888 shares worth $474K. The position accounts for 0.11% of the portfolio, ranked #198.

Revisor Wealth Management first reported a position in UL in Q2 2025 and has held it in 5 quarters since. The position peaked at $500K in Q4 2025. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Revisor Wealth Management held 7,888 shares of Unilever worth $474K as of Q2 2026.
  • Revisor Wealth Management sold 128 Unilever shares in Q2 2026, an estimated $7.4K.
  • Unilever made up 0.11% of Revisor Wealth Management's portfolio in Q2 2026, its #198 holding.
  • Revisor Wealth Management first reported a position in Unilever in Q2 2025 and has held it in 5 quarters since.
  • Revisor Wealth Management's Unilever position peaked at $500K in Q4 2025.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.