AWM
UL icon

Allen Wealth Management’s Unilever UL Stock Holding History

Allen 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
Q1 		$858K Sell
15,055
-479
-3% -$32.1K 0.43% 33
2025
Q4 		$1.02M Sell
15,534
-345
-2% -$23.2K 0.61% 30
2025
Q3 		$1.06M Sell
15,879
-1,321
-8% -$91.2K 0.72% 27
2025
Q2 		$1.18M Buy
17,200
+2
+0% +$140 0.83% 27
2025
Q1 		$1.15M Sell
17,198
-134
-0.8% -$8.64K 0.79% 27
2024
Q4 		$1.11M Sell
17,332
-532
-3% -$35.9K 0.79% 27
2024
Q3 		$1.31M Sell
17,864
-668
-4% -$46.2K 0.91% 26
2024
Q2 		$1.15M Sell
18,532
-1,154
-6% -$68.2K 1.02% 25
2024
Q1 		$1.11M Sell
19,686
-24,598
-56% -$1.36M 0.98% 28
2023
Q4 		$2.42M Buy
+44,284
New +$2.39M 2.37% 9

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 Wealth Management's UL Position: Q1 2026 in Review

Allen Wealth Management reduced its Unilever (UL) stake by 3.1% in Q1 2026, selling an estimated $32.1K and leaving 15,055 shares worth $858K. The position accounts for 0.43% of the portfolio, ranked #33.

Allen Wealth Management first reported a position in UL in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.42M in Q4 2023. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Allen Wealth Management held 15,055 shares of Unilever worth $858K as of Q1 2026.
  • Allen Wealth Management sold 479 Unilever shares in Q1 2026, an estimated $32.1K.
  • Unilever made up 0.43% of Allen Wealth Management's portfolio in Q1 2026, its #33 holding.
  • Allen Wealth Management first reported a position in Unilever in Q4 2023 and has held it in 10 quarters since.
  • Allen Wealth Management's Unilever position peaked at $2.42M in Q4 2023.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Allen Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.