Tradition Wealth Management’s Unilever UL Stock Holding History

Tradition 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	$208K	Buy	+3,458	New	+$200K	0.01%	497
2025 Q2	–	Sell	-3,518	Closed	-$236K	–	474
2025 Q1	$236K	Hold	3,518	–	–	0.02%	383
2024 Q4	$224K	Sell	3,518 -525	-13%	-$35.5K	0.02%	377
2024 Q3	$295K	Buy	4,043 +27	+0.7%	+$1.87K	0.03%	323
2024 Q2	$248K	Sell	4,016 -78	-2%	-$4.61K	0.02%	343
2024 Q1	$231K	Sell	4,094 -268	-6%	-$14.8K	0.02%	347
2023 Q4	$238K	Buy	4,362 +2,251	+107%	+$121K	0.02%	300
2023 Q3	$117K	Sell	2,111 -42	-2%	-$2.43K	0.01%	405
2023 Q2	$126K	Sell	2,153 -90	-4%	-$5.34K	0.01%	404
2023 Q1	$131K	Buy	2,243 +1,559	+228%	+$88.6K	0.02%	368
2022 Q4	$39K	Buy	684 +17	+3%	+$910	0.01%	592
2022 Q3	$33K	Hold	667	–	–	0.01%	632
2022 Q2	$34K	Hold	667	–	–	﹤0.01%	543
2022 Q1	$34K	Buy	+667	New	+$37.1K	﹤0.01%	598

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

Tradition Wealth Management's UL Position: Q2 2026 in Review

Tradition Wealth Management opened a new position in Unilever (UL) in Q2 2026: 3,458 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #497 among its holdings. This is a return to the name: Tradition Wealth Management previously reported a position in UL as recently as Q1 2025.

Tradition Wealth Management first reported a position in UL in Q1 2022 and has held it in 14 quarters since. The position peaked at $295K in Q3 2024. 1,193 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Tradition Wealth Management held 3,458 shares of Unilever worth $208K as of Q2 2026.
Unilever was a new Tradition Wealth Management position in Q2 2026.
Unilever made up 0.01% of Tradition Wealth Management's portfolio in Q2 2026, its #497 holding.
Tradition Wealth Management first reported a position in Unilever in Q1 2022 and has held it in 14 quarters since.
Tradition Wealth Management's Unilever position peaked at $295K in Q3 2024.
1,193 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.