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Arkadios Wealth Advisors’s Unilever UL Stock Holding History

Arkadios 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 		$1.78M Buy
31,179
+17,918
+135% +$1.2M 0.03% 558
2025
Q4 		$867K Buy
13,261
+836
+7% +$56.2K 0.02% 759
2025
Q3 		$829K Buy
12,425
+395
+3% +$27.3K 0.02% 722
2025
Q2 		$828K Buy
12,030
+5,337
+80% +$374K 0.02% 641
2025
Q1 		$448K Buy
6,693
+1,202
+22% +$77.5K 0.02% 744
2024
Q4 		$350K Sell
5,491
-270
-5% -$18.2K 0.02% 669
2024
Q3 		$421K Buy
5,761
+2,067
+56% +$143K 0.02% 600
2024
Q2 		$229K Buy
+3,694
New +$218K 0.02% 728
2023
Q4 		– Sell
-3,996
Closed -$222K – 769
2023
Q3 		$222K Buy
3,996
+432
+12% +$25K 0.02% 589
2023
Q2 		$209K Buy
+3,564
New +$212K 0.02% 569
2021
Q4 		– Sell
-1,003
Closed -$61K – 1710
2021
Q3 		$61K Sell
1,003
-2,053
-67% -$131K 0.01% 816
2021
Q2 		$201K Buy
3,056
+148
+5% +$9.84K 0.02% 528
2021
Q1 		$182K Buy
2,908
+734
+34% +$46.7K 0.03% 432
2020
Q4 		$147K Buy
+2,174
New +$148K 0.03% 370
2020
Q2 		– Sell
-292
Closed -$16.6K – 1148
2020
Q1 		$16.6K Buy
292
+2
+0.7% +$125 0.01% 524
2019
Q4 		$19.8K Buy
+290
New +$19.3K 0.01% 458

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

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

Arkadios Wealth Advisors increased its Unilever (UL) stake by 135% in Q1 2026, buying an estimated $1.2M and bringing the position to 31,179 shares worth $1.78M. The position accounts for 0.03% of the portfolio, ranked #558.

Arkadios Wealth Advisors first reported a position in UL in Q4 2019 and has held it in 16 quarters since. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Arkadios Wealth Advisors held 31,179 shares of Unilever worth $1.78M as of Q1 2026.
  • Arkadios Wealth Advisors bought 17,918 Unilever shares in Q1 2026, an estimated $1.2M.
  • Unilever made up 0.03% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #558 holding.
  • Arkadios Wealth Advisors first reported a position in Unilever in Q4 2019 and has held it in 16 quarters since.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

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