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Tripletail Wealth Management’s Unilever UL Stock Holding History

Tripletail 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 		$7.31K Buy
+117
New +$6.76K 0.01% 241
2026
Q1 		– Sell
-117
Closed -$7.65K – 272
2025
Q4 		$7.65K Sell
117
-1
-0.8% -$67 0.01% 218
2025
Q3 		$7.75K Buy
+118
New +$8.14K 0.01% 265

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Tripletail Wealth Management opened a new position in Unilever (UL) in Q2 2026: 117 shares worth $7.31K. The stake represents 0.01% of the portfolio and ranks #241 among its holdings. This is a return to the name: Tripletail Wealth Management previously reported a position in UL as recently as Q4 2025.

Tripletail Wealth Management first reported a position in UL in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.75K in Q3 2025. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Tripletail Wealth Management held 117 shares of Unilever worth $7.31K as of Q2 2026.
  • Unilever was a new Tripletail Wealth Management position in Q2 2026.
  • Unilever made up 0.01% of Tripletail Wealth Management's portfolio in Q2 2026, its #241 holding.
  • Tripletail Wealth Management first reported a position in Unilever in Q3 2025 and has held it in 3 quarters since.
  • Tripletail Wealth Management's Unilever position peaked at $7.75K in Q3 2025.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Tripletail Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.