Avalon Trust’s Unilever UL Stock Holding History

Avalon Trust’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	$75.9K	Buy	1,333 +800	+150%	+$53.6K	0.01%	240
2025 Q4	$34.9K	Hold	533	–	–	﹤0.01%	313
2025 Q3	$35.6K	Hold	533	–	–	﹤0.01%	354
2025 Q2	$36.7K	Hold	533	–	–	﹤0.01%	284
2025 Q1	$35.7K	Sell	533 -889	-63%	-$57.4K	﹤0.01%	290
2024 Q4	$90.7K	Buy	1,422 +889	+167%	+$60K	0.01%	176
2024 Q3	$39K	Hold	533	–	–	﹤0.01%	234
2024 Q2	$33K	Sell	533 -2,800	-84%	-$165K	﹤0.01%	238
2024 Q1	$188K	Hold	3,333	–	–	0.02%	135
2023 Q4	$182K	Sell	3,333 -623	-16%	-$33.6K	0.02%	129
2023 Q3	$220K	Sell	3,956 -1,022	-21%	-$59.1K	0.02%	111
2023 Q2	$292K	Sell	4,978 -800	-14%	-$47.5K	0.03%	104
2023 Q1	$338K	Buy	+5,778	New	+$328K	0.03%	98

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avalon Trust's UL Position: Q1 2026 in Review

Avalon Trust increased its Unilever (UL) stake by 150% in Q1 2026, buying an estimated $53.6K and bringing the position to 1,333 shares worth $75.9K. The position accounts for 0.01% of the portfolio, ranked #240.

Avalon Trust first reported a position in UL in Q1 2023 and has held it in 13 quarters since. The position peaked at $338K in Q1 2023. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Avalon Trust held 1,333 shares of Unilever worth $75.9K as of Q1 2026.
Avalon Trust bought 800 Unilever shares in Q1 2026, an estimated $53.6K.
Unilever made up 0.01% of Avalon Trust's portfolio in Q1 2026, its #240 holding.
Avalon Trust first reported a position in Unilever in Q1 2023 and has held it in 13 quarters since.
Avalon Trust's Unilever position peaked at $338K in Q1 2023.
1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.