SWIM
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Smallwood Wealth Investment Management’s Unilever UL Stock Holding History

Smallwood Wealth Investment 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 		$16K Hold
266
– – 0.01% 292
2026
Q1 		$15.2K Hold
266
– – 0.01% 283
2025
Q4 		$17.4K Sell
266
-1
-0.4% -$67 0.01% 268
2025
Q3 		$17.8K Hold
267
– – 0.01% 273
2025
Q2 		$18.4K Hold
267
– – 0.01% 260
2025
Q1 		$17.9K Buy
+267
New +$17.2K 0.01% 263

Other funds holding UL

HCM
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SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Smallwood Wealth Investment Management's UL Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Unilever (UL) position steady in Q2 2026 at 266 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #292.

Smallwood Wealth Investment Management first reported a position in UL in Q1 2025 and has held it in 6 quarters since. The position peaked at $18.4K in Q2 2025. 487 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Smallwood Wealth Investment Management held 266 shares of Unilever worth $16K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Unilever share count unchanged in Q2 2026.
  • Unilever made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #292 holding.
  • Smallwood Wealth Investment Management first reported a position in Unilever in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Unilever position peaked at $18.4K in Q2 2025.
  • 487 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.