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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
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

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

Twelve Points Wealth Management's UL Position: Q2 2026 in Review

Twelve Points Wealth Management reduced its Unilever (UL) stake by 1.8% in Q2 2026, selling an estimated $7.23K and leaving 6,821 shares worth $410K. The position accounts for 0.08% of the portfolio, ranked #147.

Twelve Points Wealth Management first reported a position in UL in Q4 2021 and has held it in 19 quarters since. The position peaked at $804K in Q4 2021. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Twelve Points Wealth Management held 6,821 shares of Unilever worth $410K as of Q2 2026.
  • Twelve Points Wealth Management sold 125 Unilever shares in Q2 2026, an estimated $7.23K.
  • Unilever made up 0.08% of Twelve Points Wealth Management's portfolio in Q2 2026, its #147 holding.
  • Twelve Points Wealth Management first reported a position in Unilever in Q4 2021 and has held it in 19 quarters since.
  • Twelve Points Wealth Management's Unilever position peaked at $804K in Q4 2021.
  • 1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.