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Ativo Capital Management’s Unilever UL Stock Holding History

Ativo Capital 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 		$1.21M Buy
21,201
+3
+0% +$201 1.05% 48
2025
Q4 		$1.39M Sell
21,198
-1,414
-6% -$95K 1.22% 43
2025
Q3 		$1.51M Buy
22,612
+5,024
+29% +$347K 1.27% 40
2025
Q2 		$1.21M Sell
17,588
-445
-2% -$31.2K 1.08% 48
2025
Q1 		$1.21M Sell
18,033
-171
-0.9% -$11K 1.03% 41
2024
Q4 		$1.16M Sell
18,204
-356
-2% -$24K 1.15% 36
2024
Q3 		$1.36M Sell
18,560
-123
-0.7% -$8.5K 1.19% 34
2024
Q2 		$1.16M Sell
18,683
-161
-0.9% -$9.51K 1.2% 39
2024
Q1 		$1.06M Buy
18,844
+1,333
+8% +$73.8K 1.07% 43
2023
Q4 		$955K Hold
17,511
– – 1.02% 44
2023
Q3 		$973K Hold
17,511
– – 1.1% 40
2023
Q2 		$1.03M Buy
17,511
+8,889
+103% +$528K 1.08% 38
2023
Q1 		$504K Buy
+8,622
New +$490K 0.62% 51
2016
Q4 		– Sell
-49,439
Closed -$2.64M – 234
2016
Q3 		$2.64M Sell
49,439
-5,776
-10% -$305K 0.61% 49
2016
Q2 		$2.98M Sell
55,215
-14
-0% -$719 0.73% 39
2016
Q1 		$2.81M Sell
55,229
-211
-0.4% -$10.3K 0.76% 46
2015
Q4 		$2.69M Buy
55,440
+15,112
+37% +$737K 0.67% 48
2015
Q3 		$1.94M Hold
40,328
– – 0.52% 54
2015
Q2 		$2.08M Sell
40,328
-391
-1% -$19.3K 0.73% 44
2015
Q1 		$1.91M Buy
40,719
+35,946
+753% +$1.72M 0.75% 49
2014
Q4 		$217K Buy
+4,773
New +$219K 0.09% 210

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Morgan Stanley
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Bank of America
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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

Ativo Capital Management's UL Position: Q1 2026 in Review

Ativo Capital Management increased its Unilever (UL) stake by 0.01% in Q1 2026, buying an estimated $201 and bringing the position to 21,201 shares worth $1.21M. The position accounts for 1.05% of the portfolio, ranked #48.

Ativo Capital Management first reported a position in UL in Q4 2014 and has held it in 21 quarters since. The position peaked at $2.98M in Q2 2016. 1,167 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Ativo Capital Management held 21,201 shares of Unilever worth $1.21M as of Q1 2026.
  • Ativo Capital Management bought 3 Unilever shares in Q1 2026, an estimated $201.
  • Unilever made up 1.05% of Ativo Capital Management's portfolio in Q1 2026, its #48 holding.
  • Ativo Capital Management first reported a position in Unilever in Q4 2014 and has held it in 21 quarters since.
  • Ativo Capital Management's Unilever position peaked at $2.98M in Q2 2016.
  • 1,167 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Ativo Capital Management's 13F filing for Q1 2026, filed 1 May 2026.