Schrum Private Wealth Management’s Unilever UL Stock Holding History

Schrum Private 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	–	Sell	-5,293	Closed	-$302K	–	133
2026 Q1	$302K	Hold	5,293	–	–	0.23%	102
2025 Q4	$346K	Sell	5,293 -194	-4%	-$13K	0.26%	96
2025 Q3	$366K	Sell	5,487 -45	-0.8%	-$3.11K	0.27%	90
2025 Q2	$381K	Hold	5,532	–	–	0.31%	80
2025 Q1	$371K	Hold	5,532	–	–	0.33%	80
2024 Q4	$353K	Sell	5,532 -3,296	-37%	-$223K	0.3%	83
2024 Q3	$645K	Buy	8,828 +3,296	+60%	+$228K	0.33%	68
2024 Q2	$342K	Buy	5,532 +56	+1%	+$3.31K	0.31%	79
2024 Q1	$309K	Buy	+5,476	New	+$303K	0.28%	85
2023 Q4	–	Sell	-5,476	Closed	-$304K	–	113
2023 Q3	$304K	Hold	5,476	–	–	0.35%	74
2023 Q2	$321K	Hold	5,476	–	–	0.35%	74
2023 Q1	$320K	Hold	5,476	–	–	0.37%	74
2022 Q4	$310K	Sell	5,476 -1,226	-18%	-$65.6K	0.37%	75
2022 Q3	$331K	Hold	6,702	–	–	0.42%	70
2022 Q2	$346K	Hold	6,702	–	–	0.39%	76
2022 Q1	$343K	Sell	6,702 -165	-2%	-$9.18K	0.34%	84
2021 Q4	$416K	Buy	+6,867	New	+$408K	0.38%	74

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

Schrum Private Wealth Management's UL Position: Q2 2026 in Review

Schrum Private Wealth Management sold out of Unilever (UL) in Q2 2026, closing a stake of 5,293 shares — an estimated $302K sold.

Schrum Private Wealth Management first reported a position in UL in Q4 2021 and held it in 17 quarters. The position peaked at $645K in Q3 2024. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Schrum Private Wealth Management reported no remaining Unilever position as of Q2 2026 after selling out during the quarter.
Schrum Private Wealth Management sold 5,293 Unilever shares in Q2 2026, an estimated $302K.
Schrum Private Wealth Management first reported a position in Unilever in Q4 2021 and held it in 17 quarters.
Schrum Private Wealth Management's Unilever position peaked at $645K in Q3 2024.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.