TCPW
UL icon

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
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Twin City Private Wealth's UL Position: Q1 2026 in Review

Twin City Private Wealth increased its Unilever (UL) stake by 0.87% in Q1 2026, buying an estimated $8.51K and bringing the position to 14,725 shares worth $847K. The position accounts for 0.64% of the portfolio, ranked #58.

Twin City Private Wealth first reported a position in UL in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.02M in Q2 2025. 1,169 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Twin City Private Wealth held 14,725 shares of Unilever worth $847K as of Q1 2026.
  • Twin City Private Wealth bought 127 Unilever shares in Q1 2026, an estimated $8.51K.
  • Unilever made up 0.64% of Twin City Private Wealth's portfolio in Q1 2026, its #58 holding.
  • Twin City Private Wealth first reported a position in Unilever in Q1 2024 and has held it in 9 quarters since.
  • Twin City Private Wealth's Unilever position peaked at $1.02M in Q2 2025.
  • 1,169 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.