Aviance Capital Partners’s Unilever UL Stock Holding History

Aviance Capital 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	$1.12M	Sell	19,684 -1,332	-6%	-$89.3K	0.13%	144
2025 Q4	$1.37M	Sell	21,016 -1,073	-5%	-$72.1K	0.16%	119
2025 Q3	$1.47M	Hold	22,089	–	–	0.17%	115
2025 Q2	$1.52M	Sell	22,089 -444	-2%	-$31.2K	0.2%	116
2025 Q1	$1.51M	Sell	22,533 -850	-4%	-$54.8K	0.21%	108
2024 Q4	$1.49M	Sell	23,383 -489	-2%	-$33K	0.21%	111
2024 Q3	$1.74M	Sell	23,872 -7,298	-23%	-$504K	0.23%	105
2024 Q2	$1.93M	Sell	31,170 -2,572	-8%	-$152K	0.27%	85
2024 Q1	$1.91M	Buy	+33,742	New	+$1.87M	0.28%	89

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

Aviance Capital Partners's UL Position: Q1 2026 in Review

Aviance Capital Partners reduced its Unilever (UL) stake by 6.3% in Q1 2026, selling an estimated $89.3K and leaving 19,684 shares worth $1.12M. The position accounts for 0.13% of the portfolio, ranked #144.

Aviance Capital Partners first reported a position in UL in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.93M in Q2 2024. 1,168 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Aviance Capital Partners held 19,684 shares of Unilever worth $1.12M as of Q1 2026.
Aviance Capital Partners sold 1,332 Unilever shares in Q1 2026, an estimated $89.3K.
Unilever made up 0.13% of Aviance Capital Partners's portfolio in Q1 2026, its #144 holding.
Aviance Capital Partners first reported a position in Unilever in Q1 2024 and has held it in 9 quarters since.
Aviance Capital Partners's Unilever position peaked at $1.93M in Q2 2024.
1,168 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.