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Twelve Points Wealth Management’s Unilever UL Stock Holding History

Twelve Points Wealth Management’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
Q3 		$428K Sell
6,558
-263
-4% -$16.5K 0.08% 155
2026
Q2 		$410K Sell
6,821
-125
-2% -$7.23K 0.08% 147
2026
Q1 		$396K Sell
6,946
-33
-0.5% -$2.21K 0.09% 143
2025
Q4 		$448K Sell
6,979
-31
-0.4% -$2.08K 0.1% 136
2025
Q3 		$467K Sell
7,010
-60
-0.8% -$4.14K 0.12% 134
2025
Q2 		$487K Sell
7,070
-95
-1% -$6.67K 0.13% 133
2025
Q1 		$480K Sell
7,165
-61
-0.8% -$3.94K 0.13% 126
2024
Q4 		$461K Sell
7,226
-302
-4% -$20.4K 0.13% 125
2024
Q3 		$550K Buy
7,528
+52
+0.7% +$3.6K 0.17% 117
2024
Q2 		$463K Hold
7,476
– – 0.16% 123
2024
Q1 		$422K Sell
7,476
-709
-9% -$39.3K 0.15% 123
2023
Q4 		$446K Sell
8,185
-456
-5% -$24.6K 0.21% 119
2023
Q3 		$480K Sell
8,641
-91
-1% -$5.26K 0.24% 115
2023
Q2 		$512K Sell
8,732
-39
-0.4% -$2.32K 0.27% 108
2023
Q1 		$512K Sell
8,771
-135
-2% -$7.67K 0.29% 99
2022
Q4 		$504K Sell
8,906
-2,622
-23% -$140K 0.34% 91
2022
Q3 		$569K Sell
11,528
-71
-0.6% -$3.71K 0.44% 77
2022
Q2 		$598K Sell
11,599
-85
-0.7% -$4.33K 0.46% 78
2022
Q1 		$599K Sell
11,684
-1,598
-12% -$88.9K 0.45% 88
2021
Q4 		$804K Buy
+13,282
New +$789K 0.65% 47

Other funds holding UL

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Munich Reinsurance
Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return

Twelve Points Wealth Management's UL Position: Q3 2026 in Review

Twelve Points Wealth Management reduced its Unilever (UL) stake by 3.9% in Q3 2026, selling an estimated $16.5K and leaving 6,558 shares worth $428K. The position accounts for 0.08% of the portfolio, ranked #155.

Twelve Points Wealth Management first reported a position in UL in Q4 2021 and has held it in 20 quarters since. The position peaked at $804K in Q4 2021. 788 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Twelve Points Wealth Management held 6,558 shares of Unilever worth $428K as of Q3 2026.
  • Twelve Points Wealth Management sold 263 Unilever shares in Q3 2026, an estimated $16.5K.
  • Unilever made up 0.08% of Twelve Points Wealth Management's portfolio in Q3 2026, its #155 holding.
  • Twelve Points Wealth Management first reported a position in Unilever in Q4 2021 and has held it in 20 quarters since.
  • Twelve Points Wealth Management's Unilever position peaked at $804K in Q4 2021.
  • 788 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on Twelve Points Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.