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WCG Wealth Advisors’s Unilever UL Stock Holding History

WCG 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
Q2 		$4.61M Sell
76,731
-19,637
-20% -$1.14M 0.11% 179
2026
Q1 		$5.49M Buy
96,368
+2,898
+3% +$194K 0.15% 146
2025
Q4 		$6.11M Buy
93,470
+55,978
+149% +$3.76M 0.17% 128
2025
Q3 		$2.5M Sell
37,492
-2,661
-7% -$184K 0.16% 132
2025
Q2 		$2.76M Buy
40,153
+1,582
+4% +$111K 0.18% 123
2025
Q1 		$2.58M Sell
38,571
-1,506
-4% -$97.2K 0.2% 125
2024
Q4 		$2.56M Buy
40,077
+8,660
+28% +$585K 0.17% 127
2024
Q3 		$2.3M Sell
31,417
-144
-0.5% -$9.95K 0.16% 145
2024
Q2 		$1.95M Buy
31,561
+3,634
+13% +$215K 0.14% 137
2024
Q1 		$1.58M Sell
27,927
-10,874
-28% -$602K 0.13% 142
2023
Q4 		$2.12M Sell
38,801
-10,214
-21% -$551K 0.16% 128
2023
Q3 		$2.77M Buy
49,015
+2,691
+6% +$156K 0.2% 109
2023
Q2 		$2.72M Buy
46,324
+6,643
+17% +$394K 0.32% 65
2023
Q1 		$2.32M Buy
39,681
+3,786
+11% +$215K 0.3% 70
2022
Q4 		$2.03M Buy
35,895
+4,357
+14% +$233K 0.28% 72
2022
Q3 		$1.71M Sell
31,538
-1,447
-4% -$75.6K 0.23% 87
2022
Q2 		$1.7M Buy
+32,985
New +$1.68M 0.24% 79

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 22.9% 1-Year Est. Return

WCG Wealth Advisors's UL Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Unilever (UL) stake by 20% in Q2 2026, selling an estimated $1.14M and leaving 76,731 shares worth $4.61M. The position accounts for 0.11% of the portfolio, ranked #179.

WCG Wealth Advisors first reported a position in UL in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.11M in Q4 2025. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • WCG Wealth Advisors held 76,731 shares of Unilever worth $4.61M as of Q2 2026.
  • WCG Wealth Advisors sold 19,637 Unilever shares in Q2 2026, an estimated $1.14M.
  • Unilever made up 0.11% of WCG Wealth Advisors's portfolio in Q2 2026, its #179 holding.
  • WCG Wealth Advisors first reported a position in Unilever in Q2 2022 and has held it in 17 quarters since.
  • WCG Wealth Advisors's Unilever position peaked at $6.11M in Q4 2025.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.