Spirepoint Private Client’s Unilever UL Stock Holding History

Spirepoint Private Client’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	$1.44M	Sell	23,965 -1,226	-5%	-$70.9K	0.12%	103
2026 Q1	$1.44M	Sell	25,191 -405	-2%	-$27.1K	0.14%	100
2025 Q4	$1.67M	Buy	25,596 +854	+3%	+$57.4K	0.16%	84
2025 Q3	$1.65M	Buy	24,742 +1,470	+6%	+$101K	0.17%	85
2025 Q2	$1.6M	Buy	+23,272	New	+$1.63M	0.18%	83

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

Spirepoint Private Client's UL Position: Q2 2026 in Review

Spirepoint Private Client reduced its Unilever (UL) stake by 4.9% in Q2 2026, selling an estimated $70.9K and leaving 23,965 shares worth $1.44M. The position accounts for 0.12% of the portfolio, ranked #103.

Spirepoint Private Client first reported a position in UL in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.67M in Q4 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Spirepoint Private Client held 23,965 shares of Unilever worth $1.44M as of Q2 2026.
Spirepoint Private Client sold 1,226 Unilever shares in Q2 2026, an estimated $70.9K.
Unilever made up 0.12% of Spirepoint Private Client's portfolio in Q2 2026, its #103 holding.
Spirepoint Private Client first reported a position in Unilever in Q2 2025 and has held it in 5 quarters since.
Spirepoint Private Client's Unilever position peaked at $1.67M in Q4 2025.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.