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Ausdal Financial Partners’s Unilever UL Stock Holding History

Ausdal Financial Partners’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 		$892K Buy
15,661
+3,772
+32% +$253K 0.04% 424
2025
Q4 		$778K Buy
11,889
+251
+2% +$16.9K 0.04% 419
2025
Q3 		$776K Buy
11,638
+2,714
+30% +$187K 0.04% 422
2025
Q2 		$614K Buy
8,924
+119
+1% +$8.35K 0.04% 377
2025
Q1 		$590K Sell
8,805
-45
-0.5% -$2.9K 0.04% 358
2024
Q4 		$565K Buy
8,850
+161
+2% +$10.9K 0.05% 332
2024
Q3 		$635K Sell
8,689
-419
-5% -$29K 0.07% 262
2024
Q2 		$563K Buy
9,108
+40
+0.4% +$2.36K 0.06% 270
2024
Q1 		$512K Buy
9,068
+12
+0.1% +$665 0.06% 267
2023
Q4 		$494K Sell
9,056
-660
-7% -$35.6K 0.06% 258
2023
Q3 		$540K Sell
9,716
-353
-4% -$20.4K 0.07% 235
2023
Q2 		$591K Buy
10,069
+189
+2% +$11.2K 0.08% 216
2023
Q1 		$577K Buy
9,880
+83
+0.8% +$4.72K 0.08% 229
2022
Q4 		$555K Buy
9,797
+31
+0.3% +$1.66K 0.08% 228
2022
Q3 		$482K Sell
9,766
-36
-0.4% -$1.88K 0.08% 248
2022
Q2 		$505K Sell
9,802
-1,066
-10% -$54.3K 0.08% 259
2022
Q1 		$557K Buy
+10,868
New +$605K 0.08% 262
2016
Q1 		– Sell
-631
Closed -$31K – 974
2015
Q4 		$31K Buy
+631
New +$30.8K 0.02% 595

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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

Ausdal Financial Partners's UL Position: Q1 2026 in Review

Ausdal Financial Partners increased its Unilever (UL) stake by 32% in Q1 2026, buying an estimated $253K and bringing the position to 15,661 shares worth $892K. The position accounts for 0.04% of the portfolio, ranked #424.

Ausdal Financial Partners first reported a position in UL in Q4 2015 and has held it in 18 quarters since. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Ausdal Financial Partners held 15,661 shares of Unilever worth $892K as of Q1 2026.
  • Ausdal Financial Partners bought 3,772 Unilever shares in Q1 2026, an estimated $253K.
  • Unilever made up 0.04% of Ausdal Financial Partners's portfolio in Q1 2026, its #424 holding.
  • Ausdal Financial Partners first reported a position in Unilever in Q4 2015 and has held it in 18 quarters since.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.