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True Wealth Design’s Unilever UL Stock Holding History

True Wealth Design’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 		$65.1K Buy
1,083
+121
+13% +$7K 0.02% 395
2026
Q1 		$54.8K Buy
962
+398
+71% +$26.7K 0.02% 377
2025
Q4 		$36.9K Sell
564
-30
-5% -$2.02K 0.01% 422
2025
Q3 		$39.6K Buy
594
+502
+546% +$34.6K 0.01% 383
2025
Q2 		$6.3K Sell
92
-3
-3% -$211 ﹤0.01% 725
2025
Q1 		$6.37K Sell
95
-3
-3% -$194 ﹤0.01% 608
2024
Q4 		$6.24K Sell
98
-43
-30% -$2.9K ﹤0.01% 493
2024
Q3 		$10.3K Sell
141
-14,084
-99% -$974K ﹤0.01% 414
2024
Q2 		$880K Sell
14,225
-10
-0.1% -$591 0.22% 55
2024
Q1 		$804K Buy
14,235
+737
+5% +$40.8K 0.2% 86
2023
Q4 		$736K Buy
13,498
+222
+2% +$12K 0.21% 94
2023
Q3 		$738K Sell
13,276
-221
-2% -$12.8K 0.25% 78
2023
Q2 		$792K Sell
13,497
-179
-1% -$10.6K 0.29% 68
2023
Q1 		$799K Buy
13,676
+13,629
+28,998% +$774K 0.34% 63
2022
Q4 		$2.67K Buy
+47
New +$2.52K ﹤0.01% 281

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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 22.96% 1-Year Est. Return

True Wealth Design's UL Position: Q2 2026 in Review

True Wealth Design increased its Unilever (UL) stake by 13% in Q2 2026, buying an estimated $7K and bringing the position to 1,083 shares worth $65.1K. The position accounts for 0.02% of the portfolio, ranked #395.

True Wealth Design first reported a position in UL in Q4 2022 and has held it in 15 quarters since. The position peaked at $880K in Q2 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • True Wealth Design held 1,083 shares of Unilever worth $65.1K as of Q2 2026.
  • True Wealth Design bought 121 Unilever shares in Q2 2026, an estimated $7K.
  • Unilever made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #395 holding.
  • True Wealth Design first reported a position in Unilever in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Unilever position peaked at $880K in Q2 2024.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.