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Aviso Financial’s Unilever UL Stock Holding History

Aviso Financial’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 		$1.87M Buy
32,849
+1,795
+6% +$120K 0.07% 115
2025
Q4 		$2.03M Buy
31,054
+396
+1% +$26.6K 0.08% 105
2025
Q3 		$2.04M Buy
30,658
+54
+0.2% +$3.73K 0.08% 106
2025
Q2 		$2.11M Buy
30,604
+1,284
+4% +$90.1K 0.1% 105
2025
Q1 		$1.96M Sell
29,320
-166
-0.6% -$10.7K 0.1% 104
2024
Q4 		$1.88M Buy
29,486
+830
+3% +$56K 0.1% 100
2024
Q3 		$2.09M Buy
28,656
+2,564
+10% +$177K 0.1% 94
2024
Q2 		$1.61M Buy
+26,092
New +$1.54M 0.09% 97

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

Aviso Financial's UL Position: Q1 2026 in Review

Aviso Financial increased its Unilever (UL) stake by 5.8% in Q1 2026, buying an estimated $120K and bringing the position to 32,849 shares worth $1.87M. The position accounts for 0.07% of the portfolio, ranked #115.

Aviso Financial first reported a position in UL in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.11M in Q2 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Aviso Financial held 32,849 shares of Unilever worth $1.87M as of Q1 2026.
  • Aviso Financial bought 1,795 Unilever shares in Q1 2026, an estimated $120K.
  • Unilever made up 0.07% of Aviso Financial's portfolio in Q1 2026, its #115 holding.
  • Aviso Financial first reported a position in Unilever in Q2 2024 and has held it in 8 quarters since.
  • Aviso Financial's Unilever position peaked at $2.11M in Q2 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.