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Twin Peaks Wealth Advisors’s Unilever UL Stock Holding History

Twin Peaks 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
Q1 		$75.3K Buy
+1,322
New +$88.6K 0.02% 334
2025
Q3 		– Sell
-732
Closed -$50.3K – 2006
2025
Q2 		$50.3K Buy
+732
New +$51.4K 0.02% 350

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 Peaks Wealth Advisors's UL Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Unilever (UL) in Q1 2026: 1,322 shares worth $75.3K. The stake represents 0.02% of the portfolio and ranks #334 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in UL as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in UL in Q2 2025 and has held it in 2 quarters since. 1,167 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,322 shares of Unilever worth $75.3K as of Q1 2026.
  • Unilever was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Unilever made up 0.02% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #334 holding.
  • Twin Peaks Wealth Advisors first reported a position in Unilever in Q2 2025 and has held it in 2 quarters since.
  • 1,167 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.