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 Q2	–	Sell	-46	Closed	-$2.62K	–	205
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 $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 22.96% 1-Year Est. Return

Western Pacific Wealth Management's UL Position: Q2 2026 in Review

Western Pacific Wealth Management sold out of Unilever (UL) in Q2 2026, closing a stake of 46 shares — an estimated $2.62K sold.

Western Pacific Wealth Management first reported a position in UL in Q4 2021 and held it in 18 quarters. The position peaked at $39K in Q4 2021. 1,190 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Western Pacific Wealth Management reported no remaining Unilever position as of Q2 2026 after selling out during the quarter.
Western Pacific Wealth Management sold 46 Unilever shares in Q2 2026, an estimated $2.62K.
Western Pacific Wealth Management first reported a position in Unilever in Q4 2021 and held it in 18 quarters.
Western Pacific Wealth Management's Unilever position peaked at $39K in Q4 2021.
1,190 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.