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Aprio Wealth Management’s Unilever UL Stock Holding History

Aprio 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 		$441K Sell
7,741
-1,879
-20% -$126K 0.02% 391
2025
Q4 		$643K Sell
9,620
-344
-3% -$23.1K 0.04% 271
2025
Q3 		$665K Sell
9,964
-95
-0.9% -$6.56K 0.07% 173
2025
Q2 		$692K Buy
10,059
+441
+5% +$30.9K 0.08% 148
2025
Q1 		$644K Buy
9,618
+1,818
+23% +$117K 0.08% 148
2024
Q4 		$498K Buy
7,800
+1,234
+19% +$83.3K 0.07% 137
2024
Q3 		$480K Sell
6,566
-549
-8% -$38K 0.08% 128
2024
Q2 		$440K Buy
+7,115
New +$420K 0.08% 116
2024
Q1 		– Sell
-3,820
Closed -$208K – 261
2023
Q4 		$208K Buy
+3,820
New +$206K 0.05% 181

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

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

Aprio Wealth Management reduced its Unilever (UL) stake by 20% in Q1 2026, selling an estimated $126K and leaving 7,741 shares worth $441K. The position accounts for 0.02% of the portfolio, ranked #391.

Aprio Wealth Management first reported a position in UL in Q4 2023 and has held it in 9 quarters since. The position peaked at $692K in Q2 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Aprio Wealth Management held 7,741 shares of Unilever worth $441K as of Q1 2026.
  • Aprio Wealth Management sold 1,879 Unilever shares in Q1 2026, an estimated $126K.
  • Unilever made up 0.02% of Aprio Wealth Management's portfolio in Q1 2026, its #391 holding.
  • Aprio Wealth Management first reported a position in Unilever in Q4 2023 and has held it in 9 quarters since.
  • Aprio Wealth Management's Unilever position peaked at $692K in Q2 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.