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Abundance Wealth Counselors’s Unilever UL Stock Holding History

Abundance Wealth Counselors’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 		$1.36M Sell
23,920
-552
-2% -$37K 0.2% 80
2025
Q4 		$1.6M Buy
24,472
+1,014
+4% +$68.1K 0.27% 62
2025
Q3 		$1.56M Buy
23,458
+645
+3% +$44.5K 0.27% 62
2025
Q2 		$1.54M Buy
22,813
+428
+2% +$30K 0.29% 62
2025
Q1 		$1.47M Buy
22,385
+2,922
+15% +$189K 0.31% 61
2024
Q4 		$1.24M Buy
19,463
+298
+2% +$20.1K 0.27% 59
2024
Q3 		$1.4M Buy
+19,165
New +$1.32M 0.29% 62
2024
Q2 		– Sell
-16,700
Closed -$943K – 145
2024
Q1 		$943K Buy
16,700
+2,598
+18% +$144K 0.22% 74
2023
Q4 		$769K Buy
14,102
+1,522
+12% +$82.1K 0.2% 82
2023
Q3 		$699K Buy
+12,580
New +$727K 0.2% 77
2023
Q2 		– Sell
-11,544
Closed -$674K – 140
2023
Q1 		$674K Buy
11,544
+3,330
+41% +$189K 0.17% 87
2022
Q4 		$465K Buy
8,214
+803
+11% +$43K 0.13% 97
2022
Q3 		$365K Buy
7,411
+941
+15% +$49.2K 0.1% 99
2022
Q2 		$334K Buy
6,470
+488
+8% +$24.9K 0.09% 109
2022
Q1 		$307K Buy
5,982
+460
+8% +$25.6K 0.08% 114
2021
Q4 		$334K Buy
+5,522
New +$328K 0.09% 96
2021
Q3 		– Sell
-5,107
Closed -$336K – 104
2021
Q2 		$336K Sell
5,107
-6,801
-57% -$452K 0.09% 88
2021
Q1 		$748K Buy
11,908
+1,709
+17% +$109K 0.19% 58
2020
Q4 		$693K Buy
+10,199
New +$692K 0.17% 56

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Abundance Wealth Counselors's UL Position: Q1 2026 in Review

Abundance Wealth Counselors reduced its Unilever (UL) stake by 2.3% in Q1 2026, selling an estimated $37K and leaving 23,920 shares worth $1.36M. The position accounts for 0.2% of the portfolio, ranked #80.

Abundance Wealth Counselors first reported a position in UL in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.6M in Q4 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Abundance Wealth Counselors held 23,920 shares of Unilever worth $1.36M as of Q1 2026.
  • Abundance Wealth Counselors sold 552 Unilever shares in Q1 2026, an estimated $37K.
  • Unilever made up 0.2% of Abundance Wealth Counselors's portfolio in Q1 2026, its #80 holding.
  • Abundance Wealth Counselors first reported a position in Unilever in Q4 2020 and has held it in 19 quarters since.
  • Abundance Wealth Counselors's Unilever position peaked at $1.6M in Q4 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.