Tru Independence Asset Management 2’s Unilever UL Stock Holding History

Tru Independence Asset Management 2’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 Q1	$301K	Hold	5,226	–	–	0.18%	69
2025 Q4	$342K	Sell	5,226 -6	-0.1%	-$403	0.21%	65
2025 Q3	$349K	Hold	5,232	–	–	0.23%	71
2025 Q2	$360K	Hold	5,232	–	–	0.25%	67
2025 Q1	$351K	Hold	5,232	–	–	0.26%	71
2024 Q4	$334K	Sell	5,232 -176	-3%	-$11.9K	0.28%	62
2024 Q3	$395K	Buy	+5,408	New	+$374K	0.33%	52
2023 Q1	$286K	Buy	+4,904	New	+$279K	0.29%	57
2022 Q3	$242K	Hold	4,904	–	–	0.26%	54
2022 Q2	$253K	Hold	4,904	–	–	0.21%	54
2022 Q1	$251K	Sell	4,904 -59	-1%	-$3.28K	0.14%	79
2021 Q4	$301K	Buy	+4,963	New	+$295K	0.16%	98
2021 Q1	–	Sell	-57	Closed	-$4K	–	392
2020 Q4	$4K	Buy	+57	New	+$3.87K	﹤0.01%	383

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tru Independence Asset Management 2's UL Position: Q1 2026 in Review

Tru Independence Asset Management 2 held its Unilever (UL) position steady in Q1 2026 at 5,226 shares worth $301K. The position accounts for 0.18% of the portfolio, ranked #69.

Tru Independence Asset Management 2 first reported a position in UL in Q4 2020 and has held it in 13 quarters since. The position peaked at $395K in Q3 2024. 1,167 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Tru Independence Asset Management 2 held 5,226 shares of Unilever worth $301K as of Q1 2026.
Tru Independence Asset Management 2 left its Unilever share count unchanged in Q1 2026.
Unilever made up 0.18% of Tru Independence Asset Management 2's portfolio in Q1 2026, its #69 holding.
Tru Independence Asset Management 2 first reported a position in Unilever in Q4 2020 and has held it in 13 quarters since.
Tru Independence Asset Management 2's Unilever position peaked at $395K in Q3 2024.
1,167 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2026, filed 22 Apr 2026.