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Arete Wealth Advisors’s Unilever UL Stock Holding History

Arete Wealth 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 		– Sell
-3,944
Closed -$258K – 711
2025
Q4 		$258K Sell
3,944
-190
-5% -$12.8K 0.02% 643
2025
Q3 		$276K Buy
4,134
+231
+6% +$15.9K 0.02% 627
2025
Q2 		$269K Buy
3,903
+107
+3% +$7.51K 0.02% 599
2025
Q1 		$254K Sell
3,796
-232
-6% -$15K 0.02% 599
2024
Q4 		$257K Sell
4,028
-612
-13% -$41.3K 0.02% 611
2024
Q3 		$338K Sell
4,640
-1,768
-28% -$122K 0.03% 485
2024
Q2 		$396K Buy
+6,408
New +$379K 0.03% 446
2024
Q1 		– Sell
-5,324
Closed -$290K – 714
2023
Q4 		$290K Buy
5,324
+69
+1% +$3.72K 0.02% 558
2023
Q3 		$292K Buy
+5,255
New +$304K 0.05% 349

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

Arete Wealth Advisors's UL Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Unilever (UL) in Q1 2026, closing a stake of 3,944 shares — an estimated $258K sold.

Arete Wealth Advisors first reported a position in UL in Q3 2023 and held it in 9 quarters. The position peaked at $396K in Q2 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,944 Unilever shares in Q1 2026, an estimated $258K.
  • Arete Wealth Advisors first reported a position in Unilever in Q3 2023 and held it in 9 quarters.
  • Arete Wealth Advisors's Unilever position peaked at $396K in Q2 2024.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.