Simplicity Wealth’s Unilever UL Stock Holding History

Simplicity Wealth’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	$265K	Sell	4,415 -67	-1%	-$3.87K	0.01%	882
2026 Q1	$255K	Sell	4,482 -566	-11%	-$37.9K	0.01%	643
2025 Q4	$330K	Sell	5,048 -818	-14%	-$55K	0.02%	527
2025 Q3	$391K	Sell	5,866 -2,253	-28%	-$155K	0.02%	501
2025 Q2	$559K	Buy	+8,119	New	+$570K	0.02%	431
2024 Q3	–	Sell	-45,895	Closed	-$2.84M	–	1161
2024 Q2	$2.84M	Buy	45,895 +6,817	+17%	+$403K	0.06%	291
2024 Q1	$2.21M	Buy	+39,078	New	+$2.16M	0.05%	334

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

Simplicity Wealth's UL Position: Q2 2026 in Review

Simplicity Wealth reduced its Unilever (UL) stake by 1.5% in Q2 2026, selling an estimated $3.87K and leaving 4,415 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #882.

Simplicity Wealth first reported a position in UL in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.84M in Q2 2024. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Simplicity Wealth held 4,415 shares of Unilever worth $265K as of Q2 2026.
Simplicity Wealth sold 67 Unilever shares in Q2 2026, an estimated $3.87K.
Unilever made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #882 holding.
Simplicity Wealth first reported a position in Unilever in Q1 2024 and has held it in 7 quarters since.
Simplicity Wealth's Unilever position peaked at $2.84M in Q2 2024.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.