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Strategic Wealth Partners’s Unilever UL Stock Holding History

Strategic Wealth Partners’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 		$116K Buy
1,926
+144
+8% +$8.32K 0.01% 383
2026
Q1 		$102K Hold
1,782
– – 0.01% 392
2025
Q4 		$117K Sell
1,782
-273
-13% -$18.3K 0.01% 381
2025
Q3 		$137K Buy
2,055
+529
+35% +$36.5K 0.01% 393
2025
Q2 		$105K Buy
+1,526
New +$107K 0.01% 385
2024
Q4 		– Sell
-4,404
Closed -$322K – 330
2024
Q3 		$322K Sell
4,404
-372
-8% -$25.7K 0.03% 248
2024
Q2 		$295K Buy
4,776
+72
+2% +$4.25K 0.03% 245
2024
Q1 		$266K Sell
4,704
-3,443
-42% -$191K 0.03% 243
2023
Q4 		$444K Sell
8,147
-26,943
-77% -$1.45M 0.05% 199
2023
Q3 		$1.95M Sell
35,090
-4,289
-11% -$248K 0.26% 101
2023
Q2 		$2.31M Buy
39,379
+5,833
+17% +$346K 0.3% 101
2023
Q1 		$1.96M Buy
33,546
+10,366
+45% +$589K 0.3% 96
2022
Q4 		$1.31M Sell
23,180
-19,584
-46% -$1.05M 0.24% 108
2022
Q3 		$2.11M Sell
42,764
-128
-0.3% -$6.69K 0.45% 76
2022
Q2 		$2.21M Sell
42,892
-773
-2% -$39.4K 0.48% 75
2022
Q1 		$2.24M Buy
+43,665
New +$2.43M 0.44% 81
2020
Q2 		– Sell
-3,351
Closed -$216K – 165
2020
Q1 		$216K Hold
3,351
– – 0.11% 128
2019
Q4 		$216K Sell
3,351
-53
-2% -$3.52K 0.11% 128
2019
Q3 		$230 Sell
3,404
-505
-13% -$35K ﹤0.01% 242
2019
Q2 		$272K Sell
3,909
-559
-13% -$37.9K 0.13% 118
2019
Q1 		$289K Sell
4,468
-242
-5% -$14.7K 0.13% 122
2018
Q4 		$310K Sell
4,710
-133
-3% -$8.02K 0.16% 111
2018
Q3 		$299K Sell
4,843
-955
-16% -$60.2K 0.16% 112
2018
Q2 		$361K Sell
5,798
-4,669
-45% -$290K 0.21% 106
2018
Q1 		$654K Sell
10,467
-1,315
-11% -$80K 0.34% 101
2017
Q4 		$744K Buy
+11,782
New +$747K 0.41% 90

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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 22.96% 1-Year Est. Return

Strategic Wealth Partners's UL Position: Q2 2026 in Review

Strategic Wealth Partners increased its Unilever (UL) stake by 8.1% in Q2 2026, buying an estimated $8.32K and bringing the position to 1,926 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #383.

Strategic Wealth Partners first reported a position in UL in Q4 2017 and has held it in 26 quarters since. The position peaked at $2.31M in Q2 2023. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Strategic Wealth Partners held 1,926 shares of Unilever worth $116K as of Q2 2026.
  • Strategic Wealth Partners bought 144 Unilever shares in Q2 2026, an estimated $8.32K.
  • Unilever made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #383 holding.
  • Strategic Wealth Partners first reported a position in Unilever in Q4 2017 and has held it in 26 quarters since.
  • Strategic Wealth Partners's Unilever position peaked at $2.31M in Q2 2023.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.