AWM
UL icon

Apollon Wealth Management’s Unilever UL Stock Holding History

Apollon 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 		$1.42M Buy
24,979
+1,177
+5% +$78.9K 0.02% 473
2025
Q4 		$1.56M Sell
23,802
-1,024
-4% -$68.8K 0.03% 428
2025
Q3 		$1.66M Sell
24,826
-1,394
-5% -$96.2K 0.03% 425
2025
Q2 		$1.8M Sell
26,220
-2,639
-9% -$185K 0.04% 378
2025
Q1 		$1.93M Sell
28,859
-7,212
-20% -$465K 0.04% 339
2024
Q4 		$2.3M Buy
36,071
+1,423
+4% +$96.1K 0.05% 309
2024
Q3 		$2.53M Sell
34,648
-6,161
-15% -$426K 0.07% 252
2024
Q2 		$2.52M Sell
40,809
-2,819
-6% -$167K 0.08% 234
2024
Q1 		$2.46M Sell
43,628
-7,177
-14% -$398K 0.08% 235
2023
Q4 		$2.77M Buy
50,805
+32,616
+179% +$1.76M 0.1% 196
2023
Q3 		$1.01M Buy
18,189
+4,276
+31% +$247K 0.05% 359
2023
Q2 		$816K Buy
13,913
+7,831
+129% +$465K 0.04% 450
2023
Q1 		$355K Sell
6,082
-163
-3% -$9.26K 0.02% 630
2022
Q4 		$354K Sell
6,245
-1,036
-14% -$55.4K 0.03% 616
2022
Q3 		$359K Buy
7,281
+353
+5% +$18.4K 0.03% 542
2022
Q2 		$357K Sell
6,928
-367
-5% -$18.7K 0.03% 519
2022
Q1 		$374K Sell
7,295
-2,387
-25% -$133K 0.03% 534
2021
Q4 		$586K Buy
+9,682
New +$575K 0.04% 419
2020
Q3 		– Sell
-1
Closed – – 652
2020
Q2 		$0 Buy
+1
New +$60 ﹤0.01% 759

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

Apollon Wealth Management's UL Position: Q1 2026 in Review

Apollon Wealth Management increased its Unilever (UL) stake by 4.9% in Q1 2026, buying an estimated $78.9K and bringing the position to 24,979 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #473.

Apollon Wealth Management first reported a position in UL in Q2 2020 and has held it in 19 quarters since. The position peaked at $2.77M in Q4 2023. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Apollon Wealth Management held 24,979 shares of Unilever worth $1.42M as of Q1 2026.
  • Apollon Wealth Management bought 1,177 Unilever shares in Q1 2026, an estimated $78.9K.
  • Unilever made up 0.02% of Apollon Wealth Management's portfolio in Q1 2026, its #473 holding.
  • Apollon Wealth Management first reported a position in Unilever in Q2 2020 and has held it in 19 quarters since.
  • Apollon Wealth Management's Unilever position peaked at $2.77M in Q4 2023.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.