Twin City Private Wealth’s Unilever UL Stock Holding History

Twin City Private Wealth’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	$907K	Buy	15,094 +369	+3%	+$21.3K	0.64%	64
2026 Q1	$847K	Buy	14,725 +127	+0.9%	+$8.51K	0.64%	58
2025 Q4	$955K	Buy	14,598 +785	+6%	+$52.8K	0.72%	56
2025 Q3	$921K	Sell	13,813 -983	-7%	-$67.8K	0.72%	51
2025 Q2	$1.02M	Buy	14,796 +1,124	+8%	+$78.9K	0.83%	50
2025 Q1	$916K	Sell	13,672 -380	-3%	-$24.5K	0.81%	50
2024 Q4	$896K	Buy	14,052 +4,584	+48%	+$310K	0.79%	50
2024 Q3	$692K	Sell	9,468 -148	-2%	-$10.2K	0.6%	63
2024 Q2	$595K	Buy	9,616 +307	+3%	+$18.1K	0.56%	65
2024 Q1	$526K	Buy	+9,309	New	+$516K	0.52%	62

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

Twin City Private Wealth's UL Position: Q2 2026 in Review

Twin City Private Wealth increased its Unilever (UL) stake by 2.5% in Q2 2026, buying an estimated $21.3K and bringing the position to 15,094 shares worth $907K. The position accounts for 0.64% of the portfolio, ranked #64.

Twin City Private Wealth first reported a position in UL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.02M in Q2 2025. 1,192 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Twin City Private Wealth held 15,094 shares of Unilever worth $907K as of Q2 2026.
Twin City Private Wealth bought 369 Unilever shares in Q2 2026, an estimated $21.3K.
Unilever made up 0.64% of Twin City Private Wealth's portfolio in Q2 2026, its #64 holding.
Twin City Private Wealth first reported a position in Unilever in Q1 2024 and has held it in 10 quarters since.
Twin City Private Wealth's Unilever position peaked at $1.02M in Q2 2025.
1,192 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Twin City Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.