BGAI
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Bruce G. Allen Investments’s Unilever UL Stock Holding History

Bruce G. Allen 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 		$179K Buy
3,146
+158
+5% +$10.6K 0.12% 85
2025
Q4 		$195K Buy
2,988
+332
+13% +$22.3K 0.13% 78
2025
Q3 		$177K Sell
2,656
-58
-2% -$4K 0.13% 83
2025
Q2 		$187K Sell
2,714
-305
-10% -$21.4K 0.14% 81
2025
Q1 		$202K Sell
3,019
-104
-3% -$6.71K 0.16% 73
2024
Q4 		$199K Sell
3,123
-109
-3% -$7.36K 0.16% 71
2024
Q3 		$236K Buy
3,232
+769
+31% +$53.2K 0.18% 66
2024
Q2 		$152K Sell
2,463
-343
-12% -$20.3K 0.13% 99
2024
Q1 		$158K Buy
2,806
+570
+25% +$31.6K 0.13% 94
2023
Q4 		$122K Buy
+2,236
New +$121K 0.11% 123

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

Bruce G. Allen Investments's UL Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Unilever (UL) stake by 5.3% in Q1 2026, buying an estimated $10.6K and bringing the position to 3,146 shares worth $179K. The position accounts for 0.12% of the portfolio, ranked #85.

Bruce G. Allen Investments first reported a position in UL in Q4 2023 and has held it in 10 quarters since. The position peaked at $236K in Q3 2024. 1,167 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Bruce G. Allen Investments held 3,146 shares of Unilever worth $179K as of Q1 2026.
  • Bruce G. Allen Investments bought 158 Unilever shares in Q1 2026, an estimated $10.6K.
  • Unilever made up 0.12% of Bruce G. Allen Investments's portfolio in Q1 2026, its #85 holding.
  • Bruce G. Allen Investments first reported a position in Unilever in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Unilever position peaked at $236K in Q3 2024.
  • 1,167 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.