Western Pacific Wealth Management’s Unilever UL Stock Holding History

Western Pacific Wealth Management’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 Q1	$2.62K	Hold	46	–	–	﹤0.01%	179
2025 Q4	$3.01K	Hold	46	–	–	﹤0.01%	164
2025 Q3	$3.1K	Hold	46	–	–	﹤0.01%	174
2025 Q2	$3.18K	Hold	46	–	–	﹤0.01%	181
2025 Q1	$3.07K	Buy	46 +1	+2%	+$65	﹤0.01%	182
2024 Q4	$2.9K	Sell	45 -31	-41%	-$2.09K	﹤0.01%	189
2024 Q3	$5.51K	Buy	76 +1	+1%	+$69	﹤0.01%	218
2024 Q2	$4.63K	Hold	75	–	–	﹤0.01%	195
2024 Q1	$4.19K	Buy	75 +1	+1%	+$55	﹤0.01%	218
2023 Q4	$4.01K	Buy	74 +1	+1%	+$54	﹤0.01%	209
2023 Q3	$4.05K	Hold	73	–	–	﹤0.01%	228
2023 Q2	$4.28K	Hold	73	–	–	﹤0.01%	232
2023 Q1	$4.26K	Hold	73	–	–	﹤0.01%	238
2022 Q4	$4.13K	Hold	73	–	–	﹤0.01%	231
2022 Q3	$3K	Sell	73 -575	-89%	-$30K	﹤0.01%	217
2022 Q2	$33K	Hold	648	–	–	0.03%	99
2022 Q1	$33K	Hold	648	–	–	0.02%	116
2021 Q4	$39K	Buy	+648	New	+$38.5K	0.03%	126

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Western Pacific Wealth Management's UL Position: Q1 2026 in Review

Western Pacific Wealth Management held its Unilever (UL) position steady in Q1 2026 at 46 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #179.

Western Pacific Wealth Management first reported a position in UL in Q4 2021 and has held it in 18 quarters since. The position peaked at $39K in Q4 2021. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Western Pacific Wealth Management held 46 shares of Unilever worth $2.62K as of Q1 2026.
Western Pacific Wealth Management left its Unilever share count unchanged in Q1 2026.
Unilever made up ﹤0.01% of Western Pacific Wealth Management's portfolio in Q1 2026, its #179 holding.
Western Pacific Wealth Management first reported a position in Unilever in Q4 2021 and has held it in 18 quarters since.
Western Pacific Wealth Management's Unilever position peaked at $39K in Q4 2021.
1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.