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Atomi Financial Group’s Unilever UL Stock Holding History

Atomi Financial 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 		$1.54M Sell
26,976
-5,537
-17% -$371K 0.05% 304
2025
Q4 		$2.13M Sell
32,513
-212
-0.6% -$14.2K 0.06% 228
2025
Q3 		$2.18M Buy
32,725
+490
+2% +$33.8K 0.07% 190
2025
Q2 		$2.22M Buy
32,235
+3,967
+14% +$278K 0.08% 173
2025
Q1 		$1.89M Buy
28,268
+2,615
+10% +$169K 0.09% 178
2024
Q4 		$1.64M Buy
25,653
+2,465
+11% +$166K 0.08% 177
2024
Q3 		$1.69M Buy
23,188
+4,427
+24% +$306K 0.11% 157
2024
Q2 		$1.16M Buy
18,761
+8,169
+77% +$483K 0.09% 188
2024
Q1 		$598K Buy
10,592
+2,900
+38% +$161K 0.06% 291
2023
Q4 		$419K Buy
+7,692
New +$415K 0.06% 318

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

Atomi Financial Group's UL Position: Q1 2026 in Review

Atomi Financial Group reduced its Unilever (UL) stake by 17% in Q1 2026, selling an estimated $371K and leaving 26,976 shares worth $1.54M. The position accounts for 0.05% of the portfolio, ranked #304.

Atomi Financial Group first reported a position in UL in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.22M in Q2 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Atomi Financial Group held 26,976 shares of Unilever worth $1.54M as of Q1 2026.
  • Atomi Financial Group sold 5,537 Unilever shares in Q1 2026, an estimated $371K.
  • Unilever made up 0.05% of Atomi Financial Group's portfolio in Q1 2026, its #304 holding.
  • Atomi Financial Group first reported a position in Unilever in Q4 2023 and has held it in 10 quarters since.
  • Atomi Financial Group's Unilever position peaked at $2.22M in Q2 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.