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Wealth Alliance’s Unilever UL Stock Holding History

Wealth Alliance’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 		$1.29M Sell
21,528
-7,056
-25% -$408K 0.11% 167
2026
Q1 		$1.63M Buy
28,584
+7,097
+33% +$476K 0.16% 120
2025
Q4 		$1.41M Buy
21,487
+10,996
+105% +$739K 0.14% 139
2025
Q3 		$700K Buy
10,491
+2,126
+25% +$147K 0.07% 235
2025
Q2 		$576K Sell
8,365
-34
-0.4% -$2.39K 0.06% 267
2025
Q1 		$563K Buy
8,399
+223
+3% +$14.4K 0.07% 253
2024
Q4 		$522K Sell
8,176
-177
-2% -$12K 0.06% 253
2024
Q3 		$610K Sell
8,353
-79
-0.9% -$5.46K 0.07% 231
2024
Q2 		$522K Sell
8,432
-1,515
-15% -$89.5K 0.07% 243
2024
Q1 		$562K Sell
9,947
-2,310
-19% -$128K 0.07% 248
2023
Q4 		$668K Sell
12,257
-5,712
-32% -$308K 0.09% 212
2023
Q3 		$999K Buy
17,969
+297
+2% +$17.2K 0.16% 135
2023
Q2 		$1.04M Buy
17,672
+2,964
+20% +$176K 0.16% 134
2023
Q1 		$859K Buy
14,708
+254
+2% +$14.4K 0.14% 162
2022
Q4 		$819K Buy
14,454
+1,066
+8% +$57K 0.15% 160
2022
Q3 		$661K Sell
13,388
-677
-5% -$35.4K 0.13% 172
2022
Q2 		$725K Buy
14,065
+9,269
+193% +$472K 0.14% 161
2022
Q1 		$245K Sell
4,796
-15,743
-77% -$876K 0.05% 374
2021
Q4 		$1.24M Buy
20,539
+477
+2% +$28.3K 0.25% 86
2021
Q3 		$1.22M Buy
20,062
+1,494
+8% +$95.2K 0.27% 80
2021
Q2 		$1.22M Buy
18,568
+3,404
+22% +$226K 0.29% 79
2021
Q1 		$952K Buy
15,164
+1,859
+14% +$118K 0.27% 88
2020
Q4 		$903K Buy
13,305
+4,330
+48% +$294K 0.27% 87
2020
Q3 		$623K Buy
8,975
+715
+9% +$47.7K 0.22% 118
2020
Q2 		$510K Buy
8,260
+704
+9% +$42.1K 0.2% 127
2020
Q1 		$430K Buy
+7,556
New +$474K 0.23% 117

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

Wealth Alliance's UL Position: Q2 2026 in Review

Wealth Alliance reduced its Unilever (UL) stake by 25% in Q2 2026, selling an estimated $408K and leaving 21,528 shares worth $1.29M. The position accounts for 0.11% of the portfolio, ranked #167.

Wealth Alliance first reported a position in UL in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.63M in Q1 2026. 1,192 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Wealth Alliance held 21,528 shares of Unilever worth $1.29M as of Q2 2026.
  • Wealth Alliance sold 7,056 Unilever shares in Q2 2026, an estimated $408K.
  • Unilever made up 0.11% of Wealth Alliance's portfolio in Q2 2026, its #167 holding.
  • Wealth Alliance first reported a position in Unilever in Q1 2020 and has held it in 26 quarters since.
  • Wealth Alliance's Unilever position peaked at $1.63M in Q1 2026.
  • 1,192 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.