Trek Financial’s Unilever UL Stock Holding History

Trek Financial’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	$324K	Buy	+5,387	New	+$311K	0.02%	395

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

Trek Financial's UL Position: Q2 2026 in Review

Trek Financial opened a new position in Unilever (UL) in Q2 2026: 5,387 shares worth $324K. The stake represents 0.02% of the portfolio and ranks #395 among its holdings.

1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Trek Financial held 5,387 shares of Unilever worth $324K as of Q2 2026.
Unilever was a new Trek Financial position in Q2 2026.
Unilever made up 0.02% of Trek Financial's portfolio in Q2 2026, its #395 holding.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Trek Financial's 13F filing for Q2 2026, filed 13 Aug 2026.