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 Q3	$279K	Buy	+4,602	New	+$289K	0.23%	93
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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Axiom Investors Greenwich, Connecticut $14B AUM 51.58% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Schrum Private Wealth Management's UL Position: Q3 2026 in Review

Schrum Private Wealth Management opened a new position in Unilever (UL) in Q3 2026: 4,602 shares worth $279K. The stake represents 0.23% of the portfolio and ranks #93 among its holdings. This is a return to the name: Schrum Private Wealth Management previously reported a position in UL as recently as Q1 2026.

Schrum Private Wealth Management first reported a position in UL in Q4 2021 and has held it in 18 quarters since. The position peaked at $645K in Q3 2024. 1,032 funds tracked by Wall St. Rank hold UL as of Q3 2026.

Schrum Private Wealth Management held 4,602 shares of Unilever worth $279K as of Q3 2026.
Unilever was a new Schrum Private Wealth Management position in Q3 2026.
Unilever made up 0.23% of Schrum Private Wealth Management's portfolio in Q3 2026, its #93 holding.
Schrum Private Wealth Management first reported a position in Unilever in Q4 2021 and has held it in 18 quarters since.
Schrum Private Wealth Management's Unilever position peaked at $645K in Q3 2024.
1,032 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Schrum Private Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.