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Anchor Investment Management’s Unilever UL Stock Holding History

Anchor Investment 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 		$1.96M Sell
34,418
-1,414
-4% -$94.8K 0.16% 136
2025
Q4 		$2.34M Sell
35,832
-192
-0.5% -$12.9K 0.19% 123
2025
Q3 		$2.4M Sell
36,024
-221
-0.6% -$15.3K 0.2% 126
2025
Q2 		$2.49M Sell
36,245
-88
-0.2% -$6.17K 0.22% 119
2025
Q1 		$2.43M Buy
36,333
+1
+0% +$65 0.23% 112
2024
Q4 		$2.32M Sell
36,332
-1,371
-4% -$92.6K 0.22% 113
2024
Q3 		$2.76M Sell
37,703
-529
-1% -$36.6K 0.26% 102
2024
Q2 		$2.37M Buy
38,232
+45
+0.1% +$2.66K 0.24% 104
2024
Q1 		$2.16M Buy
38,187
+1,335
+4% +$74K 0.23% 113
2023
Q4 		$2.01M Buy
36,852
+2,444
+7% +$132K 0.23% 112
2023
Q3 		$1.91M Buy
34,408
+2,223
+7% +$128K 0.25% 102
2023
Q2 		$1.89M Buy
32,185
+3,023
+10% +$180K 0.24% 111
2023
Q1 		$1.7M Buy
29,162
+4,450
+18% +$253K 0.23% 114
2022
Q4 		$1.4M Buy
24,712
+4,356
+21% +$233K 0.2% 129
2022
Q3 		$1M Buy
20,356
+8,561
+73% +$447K 0.16% 140
2022
Q2 		$608K Buy
11,795
+1
+0% +$51 0.09% 201
2022
Q1 		$605K Sell
11,794
-132
-1% -$7.35K 0.08% 223
2021
Q4 		$722K Sell
11,926
-288
-2% -$17.1K 0.09% 203
2021
Q3 		$745K Buy
12,214
+1
+0% +$64 0.1% 189
2021
Q2 		$804K Hold
12,213
– – 0.11% 183
2021
Q1 		$767K Sell
12,213
-844
-6% -$53.8K 0.12% 179
2020
Q4 		$887K Sell
13,057
-480
-4% -$32.6K 0.16% 139
2020
Q3 		$939K Sell
13,537
-204
-1% -$13.6K 0.19% 123
2020
Q2 		$848K Sell
13,741
-267
-2% -$16K 0.19% 129
2020
Q1 		$797K Buy
14,008
+719
+5% +$45.1K 0.21% 124
2019
Q4 		$855K Sell
13,289
-404
-3% -$26.8K 0.18% 138
2019
Q3 		$926K Sell
13,693
-122
-0.9% -$8.45K 0.21% 126
2019
Q2 		$963K Sell
13,815
-560
-4% -$38K 0.23% 120
2019
Q1 		$933K Sell
14,375
-311
-2% -$18.9K 0.23% 120
2018
Q4 		$863K Buy
14,686
+222
+2% +$13.4K 0.25% 112
2018
Q3 		$894K Sell
14,464
-711
-5% -$44.8K 0.2% 130
2018
Q2 		$944K Sell
15,175
-107
-0.7% -$6.65K 0.23% 118
2018
Q1 		$955K Sell
15,282
-66
-0.4% -$4.02K 0.25% 109
2017
Q4 		$956K Sell
15,348
-609
-4% -$38.6K 0.25% 107
2017
Q3 		$1.04M Sell
15,957
-89
-0.6% -$5.72K 0.3% 93
2017
Q2 		$977K Sell
16,046
-374
-2% -$22.3K 0.32% 84
2017
Q1 		$911K Sell
16,420
-840
-5% -$42.5K 0.31% 83
2016
Q4 		$790K Sell
17,260
-1,511
-8% -$70.4K 0.3% 89
2016
Q3 		$1M Sell
18,771
-453
-2% -$23.9K 0.39% 76
2016
Q2 		$1.04M Sell
19,224
-533
-3% -$27.4K 0.41% 72
2016
Q1 		$1M Buy
+19,757
New +$961K 0.41% 74

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

Anchor Investment Management's UL Position: Q1 2026 in Review

Anchor Investment Management reduced its Unilever (UL) stake by 3.9% in Q1 2026, selling an estimated $94.8K and leaving 34,418 shares worth $1.96M. The position accounts for 0.16% of the portfolio, ranked #136.

Anchor Investment Management first reported a position in UL in Q1 2016 and has held it in 41 quarters since. The position peaked at $2.76M in Q3 2024. 1,167 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Anchor Investment Management held 34,418 shares of Unilever worth $1.96M as of Q1 2026.
  • Anchor Investment Management sold 1,414 Unilever shares in Q1 2026, an estimated $94.8K.
  • Unilever made up 0.16% of Anchor Investment Management's portfolio in Q1 2026, its #136 holding.
  • Anchor Investment Management first reported a position in Unilever in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Unilever position peaked at $2.76M in Q3 2024.
  • 1,167 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.