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Waldron Private Wealth’s Unilever UL Stock Holding History

Waldron 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 		$775K Sell
12,893
-2,254
-15% -$130K 0.03% 175
2026
Q1 		$863K Sell
15,147
-630
-4% -$42.2K 0.03% 160
2025
Q4 		$1.03M Sell
15,777
-4
-0% -$269 0.04% 140
2025
Q3 		$1.05M Hold
15,781
– – 0.04% 138
2025
Q2 		$1.09M Sell
15,781
-671
-4% -$47.1K 0.05% 127
2025
Q1 		$1.1M Sell
16,452
-3,144
-16% -$203K 0.05% 119
2024
Q4 		$1.25M Sell
19,596
-502
-2% -$33.9K 0.05% 142
2024
Q3 		$1.47M Buy
20,098
+2,435
+14% +$168K 0.06% 126
2024
Q2 		$1.09M Sell
17,663
-1,392
-7% -$82.3K 0.05% 150
2024
Q1 		$1.08M Buy
19,055
+199
+1% +$11K 0.05% 154
2023
Q4 		$1.03M Buy
18,856
+332
+2% +$17.9K 0.05% 151
2023
Q3 		$1.03M Sell
18,524
-317
-2% -$18.3K 0.05% 149
2023
Q2 		$1.1M Buy
18,841
+258
+1% +$15.3K 0.06% 142
2023
Q1 		$1.09M Sell
18,583
-765
-4% -$43.5K 0.05% 156
2022
Q4 		$954K Hold
19,348
– – 0.06% 162
2022
Q3 		$954K Buy
19,348
+231
+1% +$12.1K 0.06% 162
2022
Q2 		$985K Buy
19,117
+120
+0.6% +$6.11K 0.06% 169
2022
Q1 		$973K Buy
18,997
+53
+0.3% +$2.95K 0.05% 186
2021
Q4 		$1.15M Buy
18,944
+410
+2% +$24.4K 0.06% 160
2021
Q3 		$1.13M Buy
18,534
+442
+2% +$28.2K 0.07% 139
2021
Q2 		$1.19M Sell
18,092
-339
-2% -$22.5K 0.08% 126
2021
Q1 		$1.16M Buy
18,431
+319
+2% +$20.3K 0.08% 117
2020
Q4 		$1.23M Buy
18,112
+4,290
+31% +$291K 0.09% 113
2020
Q3 		$959K Hold
13,822
– – 0.08% 119
2020
Q2 		$853K Sell
13,822
-35,556
-72% -$2.12M 0.08% 116
2020
Q1 		$2.81M Hold
49,378
– – 0.3% 60
2019
Q4 		$3.17M Hold
49,378
– – 0.28% 54
2019
Q3 		$3.34M Buy
+49,378
New +$3.42M 0.34% 52
2016
Q1 		– Sell
-6,207
Closed -$301K – 178
2015
Q4 		$301K Buy
+6,207
New +$303K 0.11% 105

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

Waldron Private Wealth's UL Position: Q2 2026 in Review

Waldron Private Wealth reduced its Unilever (UL) stake by 15% in Q2 2026, selling an estimated $130K and leaving 12,893 shares worth $775K. The position accounts for 0.03% of the portfolio, ranked #175.

Waldron Private Wealth first reported a position in UL in Q4 2015 and has held it in 29 quarters since. The position peaked at $3.34M in Q3 2019. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Waldron Private Wealth held 12,893 shares of Unilever worth $775K as of Q2 2026.
  • Waldron Private Wealth sold 2,254 Unilever shares in Q2 2026, an estimated $130K.
  • Unilever made up 0.03% of Waldron Private Wealth's portfolio in Q2 2026, its #175 holding.
  • Waldron Private Wealth first reported a position in Unilever in Q4 2015 and has held it in 29 quarters since.
  • Waldron Private Wealth's Unilever position peaked at $3.34M in Q3 2019.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.