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VSM Wealth Advisory’s Unilever UL Stock Holding History

VSM Wealth Advisory’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 		$26.7K Hold
444
– – 0.01% 274
2026
Q1 		$25.3K Hold
444
– – 0.01% 270
2025
Q4 		$29K Hold
444
– – 0.01% 238
2025
Q3 		$29.6K Hold
444
– – 0.01% 240
2025
Q2 		$30.6K Hold
444
– – 0.01% 264
2025
Q1 		$29.8K Hold
444
– – 0.01% 236
2024
Q4 		$28.4K Buy
+444
New +$30K 0.01% 237

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

VSM Wealth Advisory's UL Position: Q2 2026 in Review

VSM Wealth Advisory held its Unilever (UL) position steady in Q2 2026 at 444 shares worth $26.7K. The position accounts for 0.01% of the portfolio, ranked #274.

VSM Wealth Advisory first reported a position in UL in Q4 2024 and has held it in 7 quarters since. The position peaked at $30.6K in Q2 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • VSM Wealth Advisory held 444 shares of Unilever worth $26.7K as of Q2 2026.
  • VSM Wealth Advisory left its Unilever share count unchanged in Q2 2026.
  • Unilever made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #274 holding.
  • VSM Wealth Advisory first reported a position in Unilever in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Unilever position peaked at $30.6K in Q2 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.