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SHP Wealth Management’s Unilever UL Stock Holding History

SHP 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 		$47.6K Buy
792
+72
+10% +$4.16K ﹤0.01% 562
2026
Q1 		$41K Buy
720
+15
+2% +$1K ﹤0.01% 541
2025
Q4 		$46.1K Buy
+705
New +$47.4K ﹤0.01% 495

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SHP Wealth Management's UL Position: Q2 2026 in Review

SHP Wealth Management increased its Unilever (UL) stake by 10% in Q2 2026, buying an estimated $4.16K and bringing the position to 792 shares worth $47.6K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

SHP Wealth Management first reported a position in UL in Q4 2025 and has held it in 3 quarters since. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • SHP Wealth Management held 792 shares of Unilever worth $47.6K as of Q2 2026.
  • SHP Wealth Management bought 72 Unilever shares in Q2 2026, an estimated $4.16K.
  • Unilever made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #562 holding.
  • SHP Wealth Management first reported a position in Unilever in Q4 2025 and has held it in 3 quarters since.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.