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Traveka Wealth’s Unilever UL Stock Holding History

Traveka 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 		$339K Buy
5,645
+1,075
+24% +$62.1K 0.11% 123
2026
Q1 		$260K Sell
4,570
-633
-12% -$42.4K 0.1% 147
2025
Q4 		$340K Buy
5,203
+812
+18% +$54.6K 0.14% 119
2025
Q3 		$293K Sell
4,391
-109
-2% -$7.52K 0.13% 119
2025
Q2 		$310K Buy
4,500
+570
+15% +$40K 0.16% 101
2025
Q1 		$263K Sell
3,930
-419
-10% -$27K 0.15% 110
2024
Q4 		$277K Buy
4,349
+523
+14% +$35.3K 0.15% 103
2024
Q3 		$280K Buy
3,826
+263
+7% +$18.2K 0.14% 98
2024
Q2 		$220K Sell
3,563
-730
-17% -$43.1K 0.11% 114
2024
Q1 		$242K Buy
4,293
+369
+9% +$20.4K 0.11% 102
2023
Q4 		$214K Buy
+3,924
New +$212K 0.11% 111

Other funds holding UL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Traveka Wealth's UL Position: Q2 2026 in Review

Traveka Wealth increased its Unilever (UL) stake by 24% in Q2 2026, buying an estimated $62.1K and bringing the position to 5,645 shares worth $339K. The position accounts for 0.11% of the portfolio, ranked #123.

Traveka Wealth first reported a position in UL in Q4 2023 and has held it in 11 quarters since. The position peaked at $340K in Q4 2025. 555 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Traveka Wealth held 5,645 shares of Unilever worth $339K as of Q2 2026.
  • Traveka Wealth bought 1,075 Unilever shares in Q2 2026, an estimated $62.1K.
  • Unilever made up 0.11% of Traveka Wealth's portfolio in Q2 2026, its #123 holding.
  • Traveka Wealth first reported a position in Unilever in Q4 2023 and has held it in 11 quarters since.
  • Traveka Wealth's Unilever position peaked at $340K in Q4 2025.
  • 555 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.