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 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 $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Schrum Private Wealth Management's UL Position: Q1 2026 in Review

Schrum Private Wealth Management held its Unilever (UL) position steady in Q1 2026 at 5,293 shares worth $302K. The position accounts for 0.23% of the portfolio, ranked #102.

Schrum Private Wealth Management first reported a position in UL in Q4 2021 and has held it in 17 quarters since. The position peaked at $645K in Q3 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Schrum Private Wealth Management held 5,293 shares of Unilever worth $302K as of Q1 2026.
Schrum Private Wealth Management left its Unilever share count unchanged in Q1 2026.
Unilever made up 0.23% of Schrum Private Wealth Management's portfolio in Q1 2026, its #102 holding.
Schrum Private Wealth Management first reported a position in Unilever in Q4 2021 and has held it in 17 quarters since.
Schrum Private Wealth Management's Unilever position peaked at $645K in Q3 2024.
1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.