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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
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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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
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T. Rowe Price Associates
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State Farm Mutual Automobile Insurance
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Root Financial Partners's UL Position: Q2 2026 in Review

Root Financial Partners sold out of Unilever (UL) in Q2 2026, closing a stake of 1,845 shares — an estimated $105K sold.

Root Financial Partners first reported a position in UL in Q3 2025 and held it in 3 quarters. The position peaked at $163K in Q4 2025. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Root Financial Partners reported no remaining Unilever position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,845 Unilever shares in Q2 2026, an estimated $105K.
  • Root Financial Partners first reported a position in Unilever in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Unilever position peaked at $163K in Q4 2025.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.