SWM
UL icon

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
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 $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SHP Wealth Management's UL Position: Q1 2026 in Review

SHP Wealth Management increased its Unilever (UL) stake by 2.1% in Q1 2026, buying an estimated $1K and bringing the position to 720 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

SHP Wealth Management first reported a position in UL in Q4 2025 and has held it in 2 quarters since. The position peaked at $46.1K in Q4 2025. 1,170 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • SHP Wealth Management held 720 shares of Unilever worth $41K as of Q1 2026.
  • SHP Wealth Management bought 15 Unilever shares in Q1 2026, an estimated $1K.
  • Unilever made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #541 holding.
  • SHP Wealth Management first reported a position in Unilever in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Unilever position peaked at $46.1K in Q4 2025.
  • 1,170 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

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