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SPWM Advisors’s Unilever UL Stock Holding History

SPWM Advisors’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 		$529K Sell
8,483
-2,659
-24% -$154K 0.49% 41
2026
Q1 		$645K Buy
11,142
+1,463
+15% +$98.1K 0.56% 39
2025
Q4 		$633K Buy
+9,679
New +$650K 0.6% 46

Other funds holding UL

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Fisher Asset Management
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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

SPWM Advisors's UL Position: Q2 2026 in Review

SPWM Advisors reduced its Unilever (UL) stake by 24% in Q2 2026, selling an estimated $154K and leaving 8,483 shares worth $529K. The position accounts for 0.49% of the portfolio, ranked #41.

SPWM Advisors first reported a position in UL in Q4 2025 and has held it in 3 quarters since. The position peaked at $645K in Q1 2026. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • SPWM Advisors held 8,483 shares of Unilever worth $529K as of Q2 2026.
  • SPWM Advisors sold 2,659 Unilever shares in Q2 2026, an estimated $154K.
  • Unilever made up 0.49% of SPWM Advisors's portfolio in Q2 2026, its #41 holding.
  • SPWM Advisors first reported a position in Unilever in Q4 2025 and has held it in 3 quarters since.
  • SPWM Advisors's Unilever position peaked at $645K in Q1 2026.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on SPWM Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.