Advisornet Financial’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $216K | Sell |
3,798
-291
| -7% | -$19.5K | 0.01% | 583 |
|
|
2025
Q4 | $267K | Sell |
4,089
-5
| -0.1% | -$336 | 0.01% | 524 |
|
|
2025
Q3 | $273K | Hold |
4,094
| – | – | 0.02% | 507 |
|
|
2025
Q2 | $282K | Sell |
4,094
-75
| -2% | -$5.26K | 0.02% | 494 |
|
|
2025
Q1 | $279K | Buy |
4,169
+89
| +2% | +$5.74K | 0.02% | 472 |
|
|
2024
Q4 | $260K | Sell |
4,080
-452
| -10% | -$30.5K | 0.02% | 450 |
|
|
2024
Q3 | $331K | Buy |
4,532
+58
| +1% | +$4.01K | 0.02% | 416 |
|
|
2024
Q2 | $277K | Buy |
4,474
+371
| +9% | +$21.9K | 0.03% | 414 |
|
|
2024
Q1 | $232K | Buy |
4,103
+18
| +0.4% | +$997 | 0.02% | 441 |
|
|
2023
Q4 | $223K | Hold |
4,085
| – | – | 0.02% | 451 |
|
|
2023
Q3 | $227K | Sell |
4,085
-302
| -7% | -$17.5K | 0.02% | 430 |
|
|
2023
Q2 | $257K | Buy |
4,387
+77
| +2% | +$4.57K | 0.02% | 434 |
|
|
2023
Q1 | $252K | Sell |
4,310
-97
| -2% | -$5.51K | 0.02% | 427 |
|
|
2022
Q4 | $250K | Sell |
4,407
-134
| -3% | -$7.17K | 0.02% | 430 |
|
|
2022
Q3 | $224K | Sell |
4,541
-182
| -4% | -$9.51K | 0.02% | 481 |
|
|
2022
Q2 | $243K | Buy |
4,723
+94
| +2% | +$4.79K | 0.02% | 466 |
|
|
2022
Q1 | $237K | Buy |
4,629
+105
| +2% | +$5.84K | 0.01% | 521 |
|
|
2021
Q4 | $274K | Sell |
4,524
-43
| -0.9% | -$2.55K | 0.02% | 521 |
|
|
2021
Q3 | $279K | Buy |
4,567
+111
| +2% | +$7.07K | 0.02% | 476 |
|
|
2021
Q2 | $293K | Buy |
4,456
+101
| +2% | +$6.72K | 0.02% | 487 |
|
|
2021
Q1 | $274K | Buy |
4,355
+40
| +0.9% | +$2.55K | 0.02% | 473 |
|
|
2020
Q4 | $293K | Buy |
4,315
+3,468
| +409% | +$235K | 0.02% | 426 |
|
|
2020
Q3 | $59K | Sell |
847
-164
| -16% | -$10.9K | 0.01% | 814 |
|
|
2020
Q2 | $62K | Buy |
1,011
+73
| +8% | +$4.36K | 0.01% | 793 |
|
|
2020
Q1 | $53K | Sell |
938
-58
| -6% | -$3.64K | ﹤0.01% | 776 |
|
|
2019
Q4 | $64K | Sell |
996
-120
| -11% | -$7.97K | 0.01% | 814 |
|
|
2019
Q3 | $75K | Buy |
1,116
+269
| +32% | +$18.6K | 0.01% | 764 |
|
|
2019
Q2 | $59K | Buy |
847
+148
| +21% | +$10K | 0.01% | 762 |
|
|
2019
Q1 | $45K | Sell |
699
-21
| -3% | -$1.28K | 0.01% | 763 |
|
|
2018
Q4 | $42K | Sell |
720
-24
| -3% | -$1.45K | 0.01% | 728 |
|
|
2018
Q3 | $46K | Buy |
744
+238
| +47% | +$15K | 0.01% | 751 |
|
|
2018
Q2 | $31K | Sell |
506
-10
| -2% | -$621 | ﹤0.01% | 841 |
|
|
2018
Q1 | $32K | Hold |
516
| – | – | ﹤0.01% | 818 |
|
|
2017
Q4 | $32K | Buy |
+516
| New | +$32.7K | ﹤0.01% | 763 |
|
Other funds holding UL
Advisornet Financial's UL Position: Q1 2026 in Review
Advisornet Financial reduced its Unilever (UL) stake by 7.1% in Q1 2026, selling an estimated $19.5K and leaving 3,798 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #583.
Advisornet Financial first reported a position in UL in Q4 2017 and has held it in 34 quarters since. The position peaked at $331K in Q3 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.
- Advisornet Financial held 3,798 shares of Unilever worth $216K as of Q1 2026.
- Advisornet Financial sold 291 Unilever shares in Q1 2026, an estimated $19.5K.
- Unilever made up 0.01% of Advisornet Financial's portfolio in Q1 2026, its #583 holding.
- Advisornet Financial first reported a position in Unilever in Q4 2017 and has held it in 34 quarters since.
- Advisornet Financial's Unilever position peaked at $331K in Q3 2024.
- 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.
Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.