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Basepoint Wealth’s Unilever UL Stock Holding History

Basepoint Wealth’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 		$6.21K Hold
109
– – ﹤0.01% 461
2025
Q4 		$7.13K Buy
+109
New +$7.33K ﹤0.01% 426

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

Basepoint Wealth's UL Position: Q1 2026 in Review

Basepoint Wealth held its Unilever (UL) position steady in Q1 2026 at 109 shares worth $6.21K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Basepoint Wealth first reported a position in UL in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.13K in Q4 2025. 1,167 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Basepoint Wealth held 109 shares of Unilever worth $6.21K as of Q1 2026.
  • Basepoint Wealth left its Unilever share count unchanged in Q1 2026.
  • Unilever made up ﹤0.01% of Basepoint Wealth's portfolio in Q1 2026, its #461 holding.
  • Basepoint Wealth first reported a position in Unilever in Q4 2025 and has held it in 2 quarters since.
  • Basepoint Wealth's Unilever position peaked at $7.13K in Q4 2025.
  • 1,167 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.