TD Private Client Wealth’s Unilever UL Stock Holding History

TD Private Client 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	$3.61M	Buy	60,034 +470	+0.8%	+$27.2K	0.07%	181
2026 Q1	$3.39M	Buy	59,564 +23,987	+67%	+$1.61M	0.07%	182
2025 Q4	$2.33M	Buy	35,577 +27,402	+335%	+$1.84M	0.05%	231
2025 Q3	$545K	Buy	8,175 +591	+8%	+$40.8K	0.01%	466
2025 Q2	$522K	Sell	7,584 -1,698	-18%	-$119K	0.01%	463
2025 Q1	$622K	Sell	9,282 -4,814	-34%	-$311K	0.02%	412
2024 Q4	$899K	Sell	14,096 -778	-5%	-$52.5K	0.03%	371
2024 Q3	$1.09M	Sell	14,874 -11,834	-44%	-$818K	0.03%	351
2024 Q2	$1.65M	Sell	26,708 -23,074	-46%	-$1.36M	0.05%	266
2024 Q1	$2.81M	Sell	49,782 -8,535	-15%	-$473K	0.09%	169
2023 Q4	$3.18M	Sell	58,317 -26,878	-32%	-$1.45M	0.12%	148
2023 Q3	$4.73M	Sell	85,195 -1,880	-2%	-$109K	0.21%	97
2023 Q2	$5.11M	Buy	87,075 +7,029	+9%	+$417K	0.22%	100
2023 Q1	$4.68M	Sell	80,046 -990	-1%	-$56.2K	0.21%	107
2022 Q4	$4.59M	Buy	81,036 +4,798	+6%	+$257K	0.22%	106
2022 Q3	$3.76M	Buy	76,238 +5,898	+8%	+$308K	0.19%	118
2022 Q2	$3.63M	Buy	70,340 +38,910	+124%	+$1.98M	0.18%	126
2022 Q1	$1.61M	Sell	31,430 -74,277	-70%	-$4.13M	0.07%	264
2021 Q4	$6.4M	Sell	105,707 -9,881	-9%	-$587K	0.27%	79
2021 Q3	$7.05M	Buy	115,588 +11,019	+11%	+$702K	0.3%	75
2021 Q2	$6.88M	Buy	104,569 +4,381	+4%	+$291K	0.29%	77
2021 Q1	$6.29M	Buy	100,188 +10,429	+12%	+$664K	0.29%	77
2020 Q4	$6.1M	Buy	89,759 +23,682	+36%	+$1.61M	0.31%	74
2020 Q3	$4.59M	Sell	66,077 -2,860	-4%	-$191K	0.26%	86
2020 Q2	$4.26M	Buy	68,937 +20,017	+41%	+$1.2M	0.25%	84
2020 Q1	$2.78M	Buy	48,920 +32,808	+204%	+$2.06M	0.2%	109
2019 Q4	$1.04M	Buy	+16,112	New	+$1.07M	0.06%	267

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

TD Private Client Wealth's UL Position: Q2 2026 in Review

TD Private Client Wealth increased its Unilever (UL) stake by 0.79% in Q2 2026, buying an estimated $27.2K and bringing the position to 60,034 shares worth $3.61M. The position accounts for 0.07% of the portfolio, ranked #181.

TD Private Client Wealth first reported a position in UL in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.05M in Q3 2021. 1,189 funds tracked by Wall St. Rank hold UL as of Q2 2026.

TD Private Client Wealth held 60,034 shares of Unilever worth $3.61M as of Q2 2026.
TD Private Client Wealth bought 470 Unilever shares in Q2 2026, an estimated $27.2K.
Unilever made up 0.07% of TD Private Client Wealth's portfolio in Q2 2026, its #181 holding.
TD Private Client Wealth first reported a position in Unilever in Q4 2019 and has held it in 27 quarters since.
TD Private Client Wealth's Unilever position peaked at $7.05M in Q3 2021.
1,189 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.