Wealthspire Advisors (New York)’s Unilever UL Stock Holding History

Wealthspire Advisors (New York)’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	$694K	Buy	11,536 +794	+7%	+$45.9K	﹤0.01%	676
2026 Q1	$612K	Sell	10,742 -1,278	-11%	-$85.7K	﹤0.01%	520
2025 Q4	$786K	Buy	12,020 +2,457	+26%	+$165K	0.01%	483
2025 Q3	$638K	Sell	9,563 -1,133	-11%	-$78.2K	﹤0.01%	484
2025 Q2	$736K	Buy	10,696 +80	+0.8%	+$5.61K	﹤0.01%	446
2025 Q1	$711K	Sell	10,616 -2,381	-18%	-$154K	﹤0.01%	449
2024 Q4	$829K	Buy	12,997 +570	+5%	+$38.5K	0.01%	410
2024 Q3	$908K	Sell	12,427 -1,040	-8%	-$71.9K	0.01%	390
2024 Q2	$833K	Buy	13,467 +297	+2%	+$17.6K	0.01%	346
2024 Q1	$744K	Buy	13,170 +398	+3%	+$22K	0.01%	357
2023 Q4	$697K	Sell	12,772 -632	-5%	-$34.1K	0.01%	368
2023 Q3	$745K	Buy	13,404 +4,526	+51%	+$262K	0.01%	329
2023 Q2	$521K	Sell	8,878 -123	-1%	-$7.3K	0.01%	354
2023 Q1	$526K	Sell	9,001 -3,803	-30%	-$216K	0.01%	346
2022 Q4	$725K	Buy	12,804 +3,529	+38%	+$189K	0.01%	312
2022 Q3	$457K	Sell	9,275 -445	-5%	-$23.3K	0.01%	349
2022 Q2	$501K	Buy	+9,720	New	+$495K	0.01%	315
2022 Q1	–	Sell	-4,458	Closed	-$270K	–	547
2021 Q4	$270K	Sell	4,458 -3,287	-42%	-$195K	0.01%	441
2021 Q3	$472K	Buy	+7,745	New	+$494K	0.01%	369
2021 Q2	–	Sell	-6,195	Closed	-$389K	–	648
2021 Q1	$389K	Buy	6,195 +2,092	+51%	+$133K	0.01%	468
2020 Q4	$279K	Buy	4,103 +463	+13%	+$31.4K	0.01%	459
2020 Q3	$253K	Buy	+3,640	New	+$243K	0.02%	259
2020 Q2	–	Sell	-6,612	Closed	-$376K	–	514
2020 Q1	$376K	Buy	+6,612	New	+$415K	0.02%	342
2019 Q1	–	Sell	-556	Closed	-$33K	–	745
2018 Q4	$33K	Buy	+556	New	+$33.5K	﹤0.01%	244

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealthspire Advisors (New York)'s UL Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Unilever (UL) stake by 7.4% in Q2 2026, buying an estimated $45.9K and bringing the position to 11,536 shares worth $694K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Wealthspire Advisors (New York) first reported a position in UL in Q4 2018 and has held it in 24 quarters since. The position peaked at $908K in Q3 2024. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Wealthspire Advisors (New York) held 11,536 shares of Unilever worth $694K as of Q2 2026.
Wealthspire Advisors (New York) bought 794 Unilever shares in Q2 2026, an estimated $45.9K.
Unilever made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #676 holding.
Wealthspire Advisors (New York) first reported a position in Unilever in Q4 2018 and has held it in 24 quarters since.
Wealthspire Advisors (New York)'s Unilever position peaked at $908K in Q3 2024.
1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.