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Williams Jones Wealth Management’s Unilever UL Stock Holding History

Williams Jones 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 		$445K Hold
7,398
– – 0.01% 395
2026
Q1 		$421K Buy
7,398
+80
+1% +$5.36K 0.01% 379
2025
Q4 		$479K Sell
7,318
-118
-2% -$7.93K 0.01% 356
2025
Q3 		$496K Sell
7,436
-220
-3% -$15.2K 0.01% 351
2025
Q2 		$527K Sell
7,656
-139
-2% -$9.75K 0.01% 340
2025
Q1 		$522K Sell
7,795
-444
-5% -$28.6K 0.01% 331
2024
Q4 		$526K Buy
8,239
+444
+6% +$30K 0.01% 336
2024
Q3 		$570K Hold
7,795
– – 0.01% 332
2024
Q2 		$482K Sell
7,795
-622
-7% -$36.8K 0.01% 355
2024
Q1 		$475K Buy
8,417
+569
+7% +$31.5K 0.01% 364
2023
Q4 		$428K Sell
7,848
-419
-5% -$22.6K 0.01% 369
2023
Q3 		$459K Buy
8,267
+379
+5% +$21.9K 0.01% 352
2023
Q2 		$463K Sell
7,888
-877
-10% -$52.1K 0.01% 363
2023
Q1 		$512K Sell
8,765
-135
-2% -$7.67K 0.01% 367
2022
Q4 		$504K Buy
8,900
+270
+3% +$14.4K 0.01% 355
2022
Q3 		$426K Sell
8,630
-735
-8% -$38.4K 0.01% 379
2022
Q2 		$483K Buy
+9,365
New +$477K 0.01% 365
2021
Q3 		– Sell
-8,386
Closed -$552K – 515
2021
Q2 		$552K Sell
8,386
-4,935
-37% -$328K 0.01% 308
2021
Q1 		$837K Sell
13,321
-1,409
-10% -$89.7K 0.01% 258
2020
Q4 		$1M Buy
+14,730
New +$999K 0.02% 226

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

Williams Jones Wealth Management's UL Position: Q2 2026 in Review

Williams Jones Wealth Management held its Unilever (UL) position steady in Q2 2026 at 7,398 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #395.

Williams Jones Wealth Management first reported a position in UL in Q4 2020 and has held it in 20 quarters since. The position peaked at $1M in Q4 2020. 1,194 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Williams Jones Wealth Management held 7,398 shares of Unilever worth $445K as of Q2 2026.
  • Williams Jones Wealth Management left its Unilever share count unchanged in Q2 2026.
  • Unilever made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #395 holding.
  • Williams Jones Wealth Management first reported a position in Unilever in Q4 2020 and has held it in 20 quarters since.
  • Williams Jones Wealth Management's Unilever position peaked at $1M in Q4 2020.
  • 1,194 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.