Advisory Research’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 | – | Sell |
-96,671
| Closed | -$6.32M | – | 154 |
|
|
2025
Q4 | $6.32M | Buy |
96,671
+1,358
| +1% | +$91.3K | 0.79% | 33 |
|
|
2025
Q3 | $6.36M | Buy |
95,313
+18,178
| +24% | +$1.25M | 0.83% | 32 |
|
|
2025
Q2 | $5.31M | Buy |
77,135
+4,011
| +5% | +$281K | 0.82% | 35 |
|
|
2025
Q1 | $4.9M | Sell |
73,124
-4,656
| -6% | -$300K | 0.86% | 32 |
|
|
2024
Q4 | $4.96M | Sell |
77,780
-857
| -1% | -$57.9K | 0.82% | 35 |
|
|
2024
Q3 | $5.75M | Buy |
78,637
+29,322
| +59% | +$2.03M | 1.02% | 32 |
|
|
2024
Q2 | $3.05M | Buy |
+49,315
| New | +$2.91M | 0.57% | 44 |
|
|
2024
Q1 | – | Sell |
-4,899
| Closed | -$267K | – | 315 |
|
|
2023
Q4 | $267K | Sell |
4,899
-410
| -8% | -$22.1K | 0.04% | 300 |
|
|
2023
Q3 | $295K | Sell |
5,309
-1,322
| -20% | -$76.4K | 0.04% | 380 |
|
|
2023
Q2 | $389K | Buy |
6,631
+1,493
| +29% | +$88.7K | 0.05% | 332 |
|
|
2023
Q1 | $300K | Buy |
5,138
+1,225
| +31% | +$69.6K | 0.05% | 291 |
|
|
2022
Q4 | $222K | Buy |
+3,913
| New | +$209K | 0.02% | 324 |
|
|
2020
Q3 | – | Sell |
-6,504
| Closed | -$402K | – | 343 |
|
|
2020
Q2 | $402K | Sell |
6,504
-3,092
| -32% | -$185K | 0.04% | 258 |
|
|
2020
Q1 | $546K | Sell |
9,596
-229,637
| -96% | -$14.4M | 0.04% | 181 |
|
|
2019
Q4 | $15.4M | Buy |
239,233
+2,213
| +0.9% | +$147K | 0.71% | 58 |
|
|
2019
Q3 | $16M | Sell |
237,020
-11,219
| -5% | -$777K | 0.77% | 51 |
|
|
2019
Q2 | $17.3M | Sell |
248,239
-6,237
| -2% | -$423K | 0.34% | 81 |
|
|
2019
Q1 | $16.5M | Buy |
254,476
+2,818
| +1% | +$172K | 0.32% | 80 |
|
|
2018
Q4 | $14.8M | Sell |
251,658
-8,097
| -3% | -$488K | 0.31% | 90 |
|
|
2018
Q3 | $16.1M | Sell |
259,755
-20,752
| -7% | -$1.31M | 0.26% | 96 |
|
|
2018
Q2 | $17.4M | Sell |
280,507
-6,858
| -2% | -$426K | 0.28% | 97 |
|
|
2018
Q1 | $18M | Buy |
287,365
+11,342
| +4% | +$690K | 0.32% | 90 |
|
|
2017
Q4 | $17.2M | Sell |
276,023
-605
| -0.2% | -$38.3K | 0.28% | 92 |
|
|
2017
Q3 | $18M | Sell |
276,628
-123,206
| -31% | -$7.92M | 0.29% | 90 |
|
|
2017
Q2 | $24.3M | Buy |
399,834
+241,364
| +152% | +$14.4M | 0.38% | 71 |
|
|
2017
Q1 | $8.8M | Buy |
+158,470
| New | +$8.02M | 0.13% | 112 |
|
|
2015
Q2 | – | Sell |
-6,131
| Closed | -$288K | – | 335 |
|
|
2015
Q1 | $288K | Buy |
+6,131
| New | +$294K | ﹤0.01% | 313 |
|
|
2014
Q4 | – | Sell |
-5,483
| Closed | -$258K | – | 348 |
|
|
2014
Q3 | $258K | Sell |
5,483
-342,549
| -98% | -$16.9M | ﹤0.01% | 312 |
|
|
2014
Q2 | $17.7M | Sell |
348,032
-23,565
| -6% | -$1.18M | 0.16% | 125 |
|
|
2014
Q1 | $17.9M | Sell |
371,597
-80,561
| -18% | -$3.64M | 0.18% | 120 |
|
|
2013
Q4 | $21M | Buy |
452,158
+7,372
| +2% | +$330K | 0.22% | 115 |
|
|
2013
Q3 | $19.3M | Buy |
444,786
+5,819
| +1% | +$264K | 0.21% | 122 |
|
|
2013
Q2 | $20M | Buy |
+438,967
| New | +$20.9M | 0.23% | 115 |
|
Other funds holding UL
Advisory Research's UL Position: Q1 2026 in Review
Advisory Research sold out of Unilever (UL) in Q1 2026, closing a stake of 96,671 shares — an estimated $6.32M sold.
Advisory Research first reported a position in UL in Q2 2013 and held it in 33 quarters. The position peaked at $24.3M in Q2 2017. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.
- Advisory Research reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
- Advisory Research sold 96,671 Unilever shares in Q1 2026, an estimated $6.32M.
- Advisory Research first reported a position in Unilever in Q2 2013 and held it in 33 quarters.
- Advisory Research's Unilever position peaked at $24.3M in Q2 2017.
- 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.
Based on Advisory Research's 13F filing for Q1 2026, filed 14 May 2026.