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Turning Point Benefit Group’s Unilever UL Stock Holding History

Turning Point Benefit Group’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 		– Sell
-8
Closed -$523 – 743
2025
Q4 		$523 Sell
8
-1
-11% -$67 ﹤0.01% 634
2025
Q3 		$588 Buy
+9
New +$621 ﹤0.01% 469

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Bank of America
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State Farm Mutual Automobile Insurance
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ClearBridge Investments
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Turning Point Benefit Group's UL Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Unilever (UL) in Q1 2026, closing a stake of 8 shares — an estimated $523 sold.

Turning Point Benefit Group first reported a position in UL in Q3 2025 and held it in 2 quarters. The position peaked at $588 in Q3 2025. 1,174 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 8 Unilever shares in Q1 2026, an estimated $523.
  • Turning Point Benefit Group first reported a position in Unilever in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Unilever position peaked at $588 in Q3 2025.
  • 1,174 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.