Sagespring Wealth Partners’s Unilever UL Stock Holding History

Sagespring 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	$501K	Sell	8,337 -1,600	-16%	-$92.5K	0.01%	525
2026 Q1	$566K	Sell	9,937 -743	-7%	-$49.8K	0.01%	466
2025 Q4	$698K	Sell	10,680 -878	-8%	-$59K	0.01%	392
2025 Q3	$771K	Sell	11,558 -449	-4%	-$31K	0.02%	352
2025 Q2	$826K	Buy	12,007 +3,325	+38%	+$233K	0.02%	320
2025 Q1	$582K	Buy	8,682 +1,750	+25%	+$113K	0.01%	354
2024 Q4	$442K	Buy	+6,932	New	+$468K	0.01%	378

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

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

Sagespring Wealth Partners reduced its Unilever (UL) stake by 16% in Q2 2026, selling an estimated $92.5K and leaving 8,337 shares worth $501K. The position accounts for 0.01% of the portfolio, ranked #525.

Sagespring Wealth Partners first reported a position in UL in Q4 2024 and has held it in 7 quarters since. The position peaked at $826K in Q2 2025. 1,192 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Sagespring Wealth Partners held 8,337 shares of Unilever worth $501K as of Q2 2026.
Sagespring Wealth Partners sold 1,600 Unilever shares in Q2 2026, an estimated $92.5K.
Unilever made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #525 holding.
Sagespring Wealth Partners first reported a position in Unilever in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's Unilever position peaked at $826K in Q2 2025.
1,192 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

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