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Altman Advisors’s Unilever UL Stock Holding History

Altman Advisors’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 		$1.66M Sell
29,095
-13
-0% -$871 0.69% 68
2025
Q4 		$1.9M Buy
29,108
+1,185
+4% +$79.6K 0.72% 60
2025
Q3 		$1.86M Buy
27,923
+300
+1% +$20.7K 0.71% 63
2025
Q2 		$1.91M Buy
27,623
+902
+3% +$63.3K 0.78% 59
2025
Q1 		$1.91M Buy
26,721
+793
+3% +$51.2K 0.88% 51
2024
Q4 		$1.65M Buy
25,928
+447
+2% +$30.2K 0.71% 61
2024
Q3 		$1.86M Buy
25,481
+61
+0.2% +$4.22K 0.83% 50
2024
Q2 		$1.57M Sell
25,420
-11
-0% -$650 0.89% 52
2024
Q1 		$1.43M Buy
25,431
+15,457
+155% +$856K 0.69% 77
2023
Q4 		$544K Sell
9,974
-13,556
-58% -$731K 0.29% 88
2023
Q3 		$1.31M Buy
+23,530
New +$1.36M 0.82% 62
2023
Q1 		$1.26M Buy
+22,124
New +$1.26M 1.16% 39
2021
Q2 		– Sell
-33,444
Closed -$2.1M – 89
2021
Q1 		$2.1M Buy
+33,444
New +$2.13M 1.35% 32
2020
Q2 		– Sell
-31,596
Closed -$1.8M – 76
2020
Q1 		$1.8M Buy
+31,596
New +$1.98M 1.67% 28

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

Altman Advisors's UL Position: Q1 2026 in Review

Altman Advisors reduced its Unilever (UL) stake by 0.04% in Q1 2026, selling an estimated $871 and leaving 29,095 shares worth $1.66M. The position accounts for 0.69% of the portfolio, ranked #68.

Altman Advisors first reported a position in UL in Q1 2020 and has held it in 14 quarters since. The position peaked at $2.1M in Q1 2021. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Altman Advisors held 29,095 shares of Unilever worth $1.66M as of Q1 2026.
  • Altman Advisors sold 13 Unilever shares in Q1 2026, an estimated $871.
  • Unilever made up 0.69% of Altman Advisors's portfolio in Q1 2026, its #68 holding.
  • Altman Advisors first reported a position in Unilever in Q1 2020 and has held it in 14 quarters since.
  • Altman Advisors's Unilever position peaked at $2.1M in Q1 2021.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Altman Advisors's 13F filing for Q1 2026, filed 5 May 2026.