Turtle Creek Wealth Advisors’s Unilever UL Stock Holding History

Turtle Creek Wealth Advisors’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	$261K	Buy	4,349 +65	+2%	+$3.76K	0.01%	395
2026 Q1	$244K	Buy	4,284 +362	+9%	+$24.3K	0.02%	361
2025 Q4	$256K	Buy	+3,922	New	+$264K	0.02%	335

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

Turtle Creek Wealth Advisors's UL Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Unilever (UL) stake by 1.5% in Q2 2026, buying an estimated $3.76K and bringing the position to 4,349 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #395.

Turtle Creek Wealth Advisors first reported a position in UL in Q4 2025 and has held it in 3 quarters since. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Turtle Creek Wealth Advisors held 4,349 shares of Unilever worth $261K as of Q2 2026.
Turtle Creek Wealth Advisors bought 65 Unilever shares in Q2 2026, an estimated $3.76K.
Unilever made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #395 holding.
Turtle Creek Wealth Advisors first reported a position in Unilever in Q4 2025 and has held it in 3 quarters since.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.