Root Financial Partners
UL icon

Root Financial Partners’s Unilever UL Stock Holding History

Root Financial 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
Q3 		$157K Buy
+2,589
New +$163K 0.01% 537
2026
Q2 		– Sell
-1,845
Closed -$105K – 3022
2026
Q1 		$105K Sell
1,845
-653
-26% -$43.8K ﹤0.01% 543
2025
Q4 		$163K Buy
2,498
+499
+25% +$33.5K 0.01% 337
2025
Q3 		$133K Buy
+1,999
New +$138K 0.01% 357

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Root Financial Partners's UL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Unilever (UL) in Q3 2026: 2,589 shares worth $157K. The stake represents 0.01% of the portfolio and ranks #537 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in UL as recently as Q1 2026.

Root Financial Partners first reported a position in UL in Q3 2025 and has held it in 4 quarters since. The position peaked at $163K in Q4 2025. 674 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Root Financial Partners held 2,589 shares of Unilever worth $157K as of Q3 2026.
  • Unilever was a new Root Financial Partners position in Q3 2026.
  • Unilever made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #537 holding.
  • Root Financial Partners first reported a position in Unilever in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Unilever position peaked at $163K in Q4 2025.
  • 674 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.