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Beacon Pointe Advisors’s Unilever UL Stock Holding History

Beacon Pointe 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 		$5.78M Buy
101,465
+25,625
+34% +$1.72M 0.03% 444
2025
Q4 		$4.96M Buy
75,840
+1,282
+2% +$86.2K 0.03% 387
2025
Q3 		$4.97M Sell
74,558
-22,764
-23% -$1.57M 0.04% 345
2025
Q2 		$6.7M Sell
97,322
-149,681
-61% -$10.5M 0.07% 252
2025
Q1 		$16.5M Buy
247,003
+133,945
+118% +$8.64M 0.19% 120
2024
Q4 		$7.21M Buy
113,058
+2,274
+2% +$154K 0.08% 211
2024
Q3 		$8.1M Sell
110,784
-26,179
-19% -$1.81M 0.09% 191
2024
Q2 		$8.47M Sell
136,963
-3,268
-2% -$193K 0.1% 185
2024
Q1 		$7.92M Sell
140,231
-1,313
-0.9% -$72.7K 0.09% 206
2023
Q4 		$7.72M Sell
141,544
-127,335
-47% -$6.87M 0.09% 194
2023
Q3 		$14.9M Buy
268,879
+187,118
+229% +$10.8M 0.19% 123
2023
Q2 		$4.79M Sell
81,761
-23,641
-22% -$1.4M 0.08% 216
2023
Q1 		$6.16M Sell
105,402
-9,315
-8% -$529K 0.11% 182
2022
Q4 		$6.5M Buy
114,717
+25,679
+29% +$1.37M 0.13% 161
2022
Q3 		$4.4M Sell
89,038
-3,238
-4% -$169K 0.1% 185
2022
Q2 		$4.75M Sell
92,276
-88,904
-49% -$4.53M 0.1% 189
2022
Q1 		$9.29M Buy
181,180
+142,030
+363% +$7.91M 0.13% 161
2021
Q4 		$2.37M Buy
39,150
+17,622
+82% +$1.05M 0.06% 237
2021
Q3 		$1.31M Sell
21,528
-8,760
-29% -$558K 0.03% 364
2021
Q2 		$1.99M Buy
30,288
+18,649
+160% +$1.24M 0.07% 220
2021
Q1 		$735K Buy
11,639
+2,651
+29% +$169K 0.05% 245
2020
Q4 		$611K Buy
+8,988
New +$610K 0.04% 248

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

Beacon Pointe Advisors's UL Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Unilever (UL) stake by 34% in Q1 2026, buying an estimated $1.72M and bringing the position to 101,465 shares worth $5.78M. The position accounts for 0.03% of the portfolio, ranked #444.

Beacon Pointe Advisors first reported a position in UL in Q4 2020 and has held it in 22 quarters since. The position peaked at $16.5M in Q1 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Beacon Pointe Advisors held 101,465 shares of Unilever worth $5.78M as of Q1 2026.
  • Beacon Pointe Advisors bought 25,625 Unilever shares in Q1 2026, an estimated $1.72M.
  • Unilever made up 0.03% of Beacon Pointe Advisors's portfolio in Q1 2026, its #444 holding.
  • Beacon Pointe Advisors first reported a position in Unilever in Q4 2020 and has held it in 22 quarters since.
  • Beacon Pointe Advisors's Unilever position peaked at $16.5M in Q1 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.