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AmeriFlex Group’s Unilever UL Stock Holding History

AmeriFlex 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 		$114K Hold
1,995
– – 0.06% 257
2025
Q4 		$130K Buy
1,995
+1,257
+170% +$84.5K 0.07% 233
2025
Q3 		$49.2K Sell
738
-213
-22% -$14.7K 0.02% 461
2025
Q2 		$64.9K Sell
951
-2,693
-74% -$189K 0.03% 335
2025
Q1 		$244K Buy
3,644
+892
+32% +$57.5K 0.1% 203
2024
Q4 		$178K Buy
+2,752
New +$186K 0.08% 211

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Fisher Asset Management
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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

AmeriFlex Group's UL Position: Q1 2026 in Review

AmeriFlex Group held its Unilever (UL) position steady in Q1 2026 at 1,995 shares worth $114K. The position accounts for 0.06% of the portfolio, ranked #257.

AmeriFlex Group first reported a position in UL in Q4 2024 and has held it in 6 quarters since. The position peaked at $244K in Q1 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • AmeriFlex Group held 1,995 shares of Unilever worth $114K as of Q1 2026.
  • AmeriFlex Group left its Unilever share count unchanged in Q1 2026.
  • Unilever made up 0.06% of AmeriFlex Group's portfolio in Q1 2026, its #257 holding.
  • AmeriFlex Group first reported a position in Unilever in Q4 2024 and has held it in 6 quarters since.
  • AmeriFlex Group's Unilever position peaked at $244K in Q1 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.