Trust Point Inc’s Unilever UL Stock Holding History

Trust Point Inc’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	$653K	Sell	10,860 -2,097	-16%	-$121K	0.06%	182
2026 Q1	$738K	Buy	12,957 +7,150	+123%	+$479K	0.06%	165
2025 Q4	$380K	Sell	5,807 -309	-5%	-$20.8K	0.03%	305
2025 Q3	$408K	Buy	6,116 +1,903	+45%	+$131K	0.03%	280
2025 Q2	$290K	Buy	4,213 +1,079	+34%	+$75.7K	0.03%	301
2025 Q1	$210K	Sell	3,134 -618	-16%	-$39.9K	0.02%	433
2024 Q4	$239K	Buy	3,752 +706	+23%	+$47.7K	0.02%	493
2024 Q3	$223K	Sell	3,046 -253	-8%	-$17.5K	0.02%	476
2024 Q2	$204K	Sell	3,299 -594	-15%	-$35.1K	0.02%	481
2024 Q1	$220K	Buy	+3,893	New	+$216K	0.02%	486

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

Trust Point Inc's UL Position: Q2 2026 in Review

Trust Point Inc reduced its Unilever (UL) stake by 16% in Q2 2026, selling an estimated $121K and leaving 10,860 shares worth $653K. The position accounts for 0.06% of the portfolio, ranked #182.

Trust Point Inc first reported a position in UL in Q1 2024 and has held it in 10 quarters since. The position peaked at $738K in Q1 2026. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Trust Point Inc held 10,860 shares of Unilever worth $653K as of Q2 2026.
Trust Point Inc sold 2,097 Unilever shares in Q2 2026, an estimated $121K.
Unilever made up 0.06% of Trust Point Inc's portfolio in Q2 2026, its #182 holding.
Trust Point Inc first reported a position in Unilever in Q1 2024 and has held it in 10 quarters since.
Trust Point Inc's Unilever position peaked at $738K in Q1 2026.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.