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Allen Capital Group’s Unilever UL Stock Holding History

Allen Capital Group’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 		$5M Buy
87,709
+7,144
+9% +$479K 0.45% 54
2025
Q4 		$5.27M Buy
80,565
+1,945
+2% +$131K 0.48% 50
2025
Q3 		$5.24M Buy
78,620
+7,994
+11% +$552K 0.49% 50
2025
Q2 		$4.86M Buy
70,626
+7,851
+13% +$551K 0.5% 51
2025
Q1 		$4.21M Buy
62,775
+8,518
+16% +$550K 0.47% 52
2024
Q4 		$3.46M Buy
54,257
+4,248
+8% +$287K 0.41% 53
2024
Q3 		$3.65M Buy
50,009
+2,672
+6% +$185K 0.45% 51
2024
Q2 		$2.93M Sell
47,337
-1,739
-4% -$103K 0.4% 57
2024
Q1 		$2.77M Sell
49,076
-913
-2% -$50.6K 0.39% 59
2023
Q4 		$2.73M Sell
49,989
-2,858
-5% -$154K 0.43% 52
2023
Q3 		$2.9M Buy
52,847
+3,140
+6% +$181K 0.51% 45
2023
Q2 		$2.92M Buy
49,707
+1,336
+3% +$79.3K 0.5% 47
2023
Q1 		$2.83M Buy
+48,371
New +$2.75M 0.51% 47
2022
Q4 		– Sell
-33,035
Closed -$1.63M – 168
2022
Q3 		$1.63M Buy
33,035
+3,687
+13% +$193K 0.37% 56
2022
Q2 		$1.51M Buy
29,348
+351
+1% +$17.9K 0.31% 66
2022
Q1 		$1.49M Buy
28,997
+5,210
+22% +$290K 0.28% 67
2021
Q4 		$1.44M Buy
23,787
+3,439
+17% +$204K 0.23% 71
2021
Q3 		$1.24M Buy
20,348
+1,751
+9% +$112K 0.25% 72
2021
Q2 		$1.22M Buy
+18,597
New +$1.24M 0.25% 71

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

Allen Capital Group's UL Position: Q1 2026 in Review

Allen Capital Group increased its Unilever (UL) stake by 8.9% in Q1 2026, buying an estimated $479K and bringing the position to 87,709 shares worth $5M. The position accounts for 0.45% of the portfolio, ranked #54.

Allen Capital Group first reported a position in UL in Q2 2021 and has held it in 19 quarters since. The position peaked at $5.27M in Q4 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Allen Capital Group held 87,709 shares of Unilever worth $5M as of Q1 2026.
  • Allen Capital Group bought 7,144 Unilever shares in Q1 2026, an estimated $479K.
  • Unilever made up 0.45% of Allen Capital Group's portfolio in Q1 2026, its #54 holding.
  • Allen Capital Group first reported a position in Unilever in Q2 2021 and has held it in 19 quarters since.
  • Allen Capital Group's Unilever position peaked at $5.27M in Q4 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.