Ballast Advisors’s Unilever UL Stock Holding History

Ballast 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	$7.41K	Buy	+130	New	+$8.71K	﹤0.01%	322

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

Ballast Advisors's UL Position: Q1 2026 in Review

Ballast Advisors opened a new position in Unilever (UL) in Q1 2026: 130 shares worth $7.41K. The stake represents ﹤0.01% of the portfolio and ranks #322 among its holdings.

1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Ballast Advisors held 130 shares of Unilever worth $7.41K as of Q1 2026.
Unilever was a new Ballast Advisors position in Q1 2026.
Unilever made up ﹤0.01% of Ballast Advisors's portfolio in Q1 2026, its #322 holding.
1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

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