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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
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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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Root Financial Partners's UL Position: Q1 2026 in Review

Root Financial Partners reduced its Unilever (UL) stake by 26% in Q1 2026, selling an estimated $43.8K and leaving 1,845 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Root Financial Partners first reported a position in UL in Q3 2025 and has held it in 3 quarters since. The position peaked at $163K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Root Financial Partners held 1,845 shares of Unilever worth $105K as of Q1 2026.
  • Root Financial Partners sold 653 Unilever shares in Q1 2026, an estimated $43.8K.
  • Unilever made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #543 holding.
  • Root Financial Partners first reported a position in Unilever in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Unilever position peaked at $163K in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.