Tower View Wealth Management’s Unilever UL Stock Holding History

Tower View Wealth 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	$4.92K	Sell	82 -21	-20%	-$1.21K	﹤0.01%	181
2026 Q1	$5.87K	Hold	103	–	–	﹤0.01%	167
2025 Q4	$6.74K	Buy	+103	New	+$6.92K	﹤0.01%	146
2025 Q3	–	Sell	-103	Closed	-$7.09K	–	199
2025 Q2	$7.09K	Buy	103 +1	+1%	+$70	﹤0.01%	155
2025 Q1	$6.85K	Sell	102 -20	-16%	-$1.29K	﹤0.01%	141
2024 Q4	$7.78K	Buy	122 +1	+0.8%	+$68	﹤0.01%	132
2024 Q3	$8.85K	Hold	121	–	–	﹤0.01%	138
2024 Q2	$7.49K	Hold	121	–	–	﹤0.01%	139
2024 Q1	$6.83K	Hold	121	–	–	﹤0.01%	146
2023 Q4	$7K	Buy	121 +21	+21%	+$1.13K	﹤0.01%	139
2023 Q3	$6K	Hold	100	–	–	﹤0.01%	135
2023 Q2	$6K	Buy	+100	New	+$5.94K	﹤0.01%	139
2022 Q3	–	Sell	-63	Closed	-$3K	–	175
2022 Q2	$3K	Buy	63 +1	+2%	+$51	﹤0.01%	146
2022 Q1	$3K	Hold	62	–	–	﹤0.01%	174
2021 Q4	$4K	Hold	62	–	–	﹤0.01%	178
2021 Q3	$4K	Buy	+62	New	+$3.95K	﹤0.01%	208
2021 Q2	–	Sell	-95	Closed	-$6K	–	201
2021 Q1	$6K	Buy	95 +1	+1%	+$64	﹤0.01%	160
2020 Q4	$6K	Buy	+94	New	+$6.38K	﹤0.01%	153

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

Tower View Wealth Management's UL Position: Q2 2026 in Review

Tower View Wealth Management reduced its Unilever (UL) stake by 20% in Q2 2026, selling an estimated $1.21K and leaving 82 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #181.

Tower View Wealth Management first reported a position in UL in Q4 2020 and has held it in 18 quarters since. The position peaked at $8.85K in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Tower View Wealth Management held 82 shares of Unilever worth $4.92K as of Q2 2026.
Tower View Wealth Management sold 21 Unilever shares in Q2 2026, an estimated $1.21K.
Unilever made up ﹤0.01% of Tower View Wealth Management's portfolio in Q2 2026, its #181 holding.
Tower View Wealth Management first reported a position in Unilever in Q4 2020 and has held it in 18 quarters since.
Tower View Wealth Management's Unilever position peaked at $8.85K in Q3 2024.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.