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Auxano Advisors’s Unilever UL Stock Holding History

Auxano Advisors’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 		$1.81M Buy
31,762
+2,919
+10% +$196K 0.36% 46
2025
Q4 		$1.89M Buy
28,843
+268
+0.9% +$18K 0.37% 41
2025
Q3 		$1.91M Sell
28,575
-237
-0.8% -$16.4K 0.41% 34
2025
Q2 		$1.98M Sell
28,812
-980
-3% -$68.8K 0.46% 31
2025
Q1 		$2M Buy
29,792
+2,379
+9% +$153K 0.53% 30
2024
Q4 		$1.75M Buy
27,413
+464
+2% +$31.3K 0.44% 34
2024
Q3 		$1.97M Sell
26,949
-277
-1% -$19.1K 0.51% 33
2024
Q2 		$1.68M Buy
27,226
+200
+0.7% +$11.8K 0.47% 38
2024
Q1 		$1.53M Buy
27,026
+5,859
+28% +$325K 0.44% 39
2023
Q4 		$1.15M Sell
21,167
-717
-3% -$38.7K 0.39% 45
2023
Q3 		$1.22M Buy
21,884
+3,673
+20% +$212K 0.5% 36
2023
Q2 		$1.06M Hold
18,211
– – 0.43% 42
2023
Q1 		$1.06M Buy
18,211
+1,962
+12% +$111K 0.43% 42
2022
Q4 		$920K Buy
16,249
+248
+2% +$13.3K 0.42% 41
2022
Q3 		$789K Buy
16,001
+4,890
+44% +$255K 0.36% 42
2022
Q2 		$573K Buy
11,111
+3,564
+47% +$182K 0.28% 41
2022
Q1 		$387K Buy
7,547
+1,498
+25% +$83.4K 0.16% 52
2021
Q4 		$366K Buy
6,049
+579
+11% +$34.4K 0.16% 51
2021
Q3 		$334K Buy
5,470
+1,123
+26% +$71.6K 0.15% 45
2021
Q2 		$286K Buy
4,347
+289
+7% +$19.2K 0.13% 55
2021
Q1 		$255K Buy
+4,058
New +$258K 0.16% 50

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

Auxano Advisors's UL Position: Q1 2026 in Review

Auxano Advisors increased its Unilever (UL) stake by 10% in Q1 2026, buying an estimated $196K and bringing the position to 31,762 shares worth $1.81M. The position accounts for 0.36% of the portfolio, ranked #46.

Auxano Advisors first reported a position in UL in Q1 2021 and has held it in 21 quarters since. The position peaked at $2M in Q1 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Auxano Advisors held 31,762 shares of Unilever worth $1.81M as of Q1 2026.
  • Auxano Advisors bought 2,919 Unilever shares in Q1 2026, an estimated $196K.
  • Unilever made up 0.36% of Auxano Advisors's portfolio in Q1 2026, its #46 holding.
  • Auxano Advisors first reported a position in Unilever in Q1 2021 and has held it in 21 quarters since.
  • Auxano Advisors's Unilever position peaked at $2M in Q1 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Auxano Advisors's 13F filing for Q1 2026, filed 4 May 2026.