Bramshill Investments’s Unilever UL Stock Holding History

Bramshill Investments’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	–	Sell	-5,333	Closed	-$349K	–	187
2025 Q4	$349K	Buy	5,333 +1,333	+33%	+$89.6K	0.02%	137
2025 Q3	$267K	Sell	4,000 -444	-10%	-$30.6K	0.02%	143
2025 Q2	$306K	Buy	+4,444	New	+$312K	0.03%	141
2019 Q1	–	Sell	-172	Closed	-$10K	–	182
2018 Q4	$10K	Sell	172 -48	-22%	-$2.89K	﹤0.01%	159
2018 Q3	$14K	Buy	+220	New	+$13.9K	﹤0.01%	151

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bramshill Investments's UL Position: Q1 2026 in Review

Bramshill Investments sold out of Unilever (UL) in Q1 2026, closing a stake of 5,333 shares — an estimated $349K sold.

Bramshill Investments first reported a position in UL in Q3 2018 and held it in 5 quarters. The position peaked at $349K in Q4 2025. 1,173 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Bramshill Investments reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
Bramshill Investments sold 5,333 Unilever shares in Q1 2026, an estimated $349K.
Bramshill Investments first reported a position in Unilever in Q3 2018 and held it in 5 quarters.
Bramshill Investments's Unilever position peaked at $349K in Q4 2025.
1,173 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Bramshill Investments's 13F filing for Q1 2026, filed 15 May 2026.