Atria Investments’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.66M | Buy |
99,386
+19,462
| +24% | +$1.3M | 0.06% | 335 |
|
|
2025
Q4 | $5.23M | Buy |
79,924
+24,236
| +44% | +$1.63M | 0.06% | 365 |
|
|
2025
Q3 | $3.71M | Buy |
55,688
+5,590
| +11% | +$386K | 0.04% | 492 |
|
|
2025
Q2 | $3.45M | Buy |
50,098
+5,317
| +12% | +$373K | 0.04% | 523 |
|
|
2025
Q1 | $3M | Sell |
44,781
-4,135
| -8% | -$267K | 0.04% | 545 |
|
|
2024
Q4 | $3.12M | Buy |
48,916
+3,910
| +9% | +$264K | 0.04% | 515 |
|
|
2024
Q3 | $3.29M | Sell |
45,006
-11,580
| -20% | -$800K | 0.04% | 490 |
|
|
2024
Q2 | $3.5M | Sell |
56,586
-10,467
| -16% | -$619K | 0.05% | 448 |
|
|
2024
Q1 | $3.79M | Buy |
67,053
+17
| +0% | +$942 | 0.05% | 420 |
|
|
2023
Q4 | $3.66M | Sell |
67,036
-14,373
| -18% | -$775K | 0.06% | 380 |
|
|
2023
Q3 | $4.53M | Buy |
81,409
+3,568
| +5% | +$206K | 0.08% | 306 |
|
|
2023
Q2 | $4.57M | Buy |
77,841
+5,910
| +8% | +$351K | 0.08% | 284 |
|
|
2023
Q1 | $4.2M | Sell |
71,931
-1,343
| -2% | -$76.3K | 0.08% | 303 |
|
|
2022
Q4 | $4.15M | Buy |
73,274
+8,587
| +13% | +$460K | 0.09% | 290 |
|
|
2022
Q3 | $3.19M | Sell |
64,687
-7,828
| -11% | -$409K | 0.07% | 337 |
|
|
2022
Q2 | $3.74M | Buy |
72,515
+15,692
| +28% | +$799K | 0.08% | 316 |
|
|
2022
Q1 | $2.91M | Sell |
56,823
-49,667
| -47% | -$2.76M | 0.05% | 439 |
|
|
2021
Q4 | $6.44M | Buy |
106,490
+3,799
| +4% | +$226K | 0.11% | 217 |
|
|
2021
Q3 | $6.26M | Buy |
102,691
+6,783
| +7% | +$432K | 0.11% | 198 |
|
|
2021
Q2 | $6.31M | Buy |
95,908
+17,908
| +23% | +$1.19M | 0.12% | 191 |
|
|
2021
Q1 | $4.9M | Buy |
78,000
+12,364
| +19% | +$787K | 0.11% | 214 |
|
|
2020
Q4 | $4.46M | Buy |
65,636
+37,376
| +132% | +$2.54M | 0.11% | 211 |
|
|
2020
Q3 | $1.96M | Buy |
28,260
+5,410
| +24% | +$361K | 0.06% | 348 |
|
|
2020
Q2 | $1.41M | Buy |
+22,850
| New | +$1.37M | 0.05% | 403 |
|
|
2020
Q1 | – | Sell |
-8,940
| Closed | -$575K | – | 1154 |
|
|
2019
Q4 | $575K | Buy |
+8,940
| New | +$594K | 0.02% | 730 |
|
|
2019
Q3 | – | Sell |
-4,020
| Closed | -$269K | – | 969 |
|
|
2019
Q2 | $269K | Buy |
+4,020
| New | +$273K | 0.01% | 787 |
|
|
2018
Q2 | – | Sell |
-3,983
| Closed | -$249K | – | 1008 |
|
|
2018
Q1 | $249K | Sell |
3,983
-3,261
| -45% | -$198K | 0.01% | 740 |
|
|
2017
Q4 | $451K | Buy |
7,244
+161
| +2% | +$10.2K | 0.02% | 505 |
|
|
2017
Q3 | $462K | Sell |
7,083
-842
| -11% | -$54.1K | 0.03% | 474 |
|
|
2017
Q2 | $483K | Sell |
7,925
-4,477
| -36% | -$267K | 0.03% | 435 |
|
|
2017
Q1 | $688K | Sell |
12,402
-4,453
| -26% | -$225K | 0.04% | 330 |
|
|
2016
Q4 | $772K | Buy |
16,855
+856
| +5% | +$39.9K | 0.06% | 264 |
|
|
2016
Q3 | $853K | Buy |
15,999
+1,994
| +14% | +$105K | 0.08% | 221 |
|
|
2016
Q2 | $745K | Sell |
14,005
-357
| -2% | -$18.3K | 0.08% | 191 |
|
|
2016
Q1 | $730K | Buy |
14,362
+558
| +4% | +$27.1K | 0.08% | 185 |
|
|
2015
Q4 | $628K | Buy |
13,804
+2,112
| +18% | +$103K | 0.07% | 196 |
|
|
2015
Q3 | $536K | Sell |
11,692
-416
| -3% | -$19.9K | 0.07% | 185 |
|
|
2015
Q2 | $585K | Buy |
12,108
+782
| +7% | +$38.7K | 0.07% | 216 |
|
|
2015
Q1 | $531K | Sell |
11,326
-1,906
| -14% | -$91.4K | 0.06% | 231 |
|
|
2014
Q4 | $603K | Sell |
13,232
-382
| -3% | -$17.5K | 0.06% | 227 |
|
|
2014
Q3 | $642K | Buy |
13,614
+417
| +3% | +$20.6K | 0.07% | 248 |
|
|
2014
Q2 | $673K | Buy |
13,197
+121
| +0.9% | +$6.06K | 0.07% | 232 |
|
|
2014
Q1 | $629K | Buy |
13,076
+217
| +2% | +$9.79K | 0.06% | 247 |
|
|
2013
Q4 | $596K | Sell |
12,859
-3,151
| -20% | -$141K | 0.06% | 263 |
|
|
2013
Q3 | $695K | Sell |
16,010
-294
| -2% | -$13.3K | 0.07% | 228 |
|
|
2013
Q2 | $742K | Buy |
+16,304
| New | +$775K | 0.09% | 133 |
|
Other funds holding UL
Atria Investments's UL Position: Q1 2026 in Review
Atria Investments increased its Unilever (UL) stake by 24% in Q1 2026, buying an estimated $1.3M and bringing the position to 99,386 shares worth $5.66M. The position accounts for 0.06% of the portfolio, ranked #335.
Atria Investments first reported a position in UL in Q2 2013 and has held it in 46 quarters since. The position peaked at $6.44M in Q4 2021. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.
- Atria Investments held 99,386 shares of Unilever worth $5.66M as of Q1 2026.
- Atria Investments bought 19,462 Unilever shares in Q1 2026, an estimated $1.3M.
- Unilever made up 0.06% of Atria Investments's portfolio in Q1 2026, its #335 holding.
- Atria Investments first reported a position in Unilever in Q2 2013 and has held it in 46 quarters since.
- Atria Investments's Unilever position peaked at $6.44M in Q4 2021.
- 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.