AG
UL icon

Ascent Group’s Unilever UL Stock Holding History

Ascent Group’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 		$519K Sell
9,115
-40
-0.4% -$2.68K 0.02% 494
2025
Q4 		$599K Buy
9,155
+1,919
+27% +$129K 0.02% 459
2025
Q3 		$483K Sell
7,236
-281
-4% -$19.4K 0.02% 510
2025
Q2 		$517K Buy
7,517
+166
+2% +$11.6K 0.02% 465
2025
Q1 		$492K Buy
+7,351
New +$474K 0.02% 461

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

Ascent Group's UL Position: Q1 2026 in Review

Ascent Group reduced its Unilever (UL) stake by 0.44% in Q1 2026, selling an estimated $2.68K and leaving 9,115 shares worth $519K. The position accounts for 0.02% of the portfolio, ranked #494.

Ascent Group first reported a position in UL in Q1 2025 and has held it in 5 quarters since. The position peaked at $599K in Q4 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Ascent Group held 9,115 shares of Unilever worth $519K as of Q1 2026.
  • Ascent Group sold 40 Unilever shares in Q1 2026, an estimated $2.68K.
  • Unilever made up 0.02% of Ascent Group's portfolio in Q1 2026, its #494 holding.
  • Ascent Group first reported a position in Unilever in Q1 2025 and has held it in 5 quarters since.
  • Ascent Group's Unilever position peaked at $599K in Q4 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.