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Brucke Financial’s Unilever UL Stock Holding History

Brucke Financial’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
-5,529
Closed -$362K – 204
2025
Q4 		$362K Sell
5,529
-744
-12% -$50K 0.2% 107
2025
Q3 		$425K Sell
6,273
-1,259
-17% -$86.9K 0.25% 88
2025
Q2 		$518K Sell
7,532
-244
-3% -$17.1K 0.36% 64
2025
Q1 		$556K Sell
7,776
-68
-0.9% -$4.39K 0.48% 52
2024
Q4 		$506K Buy
+7,844
New +$530K 0.44% 59

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GQG Partners
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Morgan Stanley
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Bank of America
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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

Brucke Financial's UL Position: Q1 2026 in Review

Brucke Financial sold out of Unilever (UL) in Q1 2026, closing a stake of 5,529 shares — an estimated $362K sold.

Brucke Financial first reported a position in UL in Q4 2024 and held it in 5 quarters. The position peaked at $556K in Q1 2025. 1,169 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Brucke Financial reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • Brucke Financial sold 5,529 Unilever shares in Q1 2026, an estimated $362K.
  • Brucke Financial first reported a position in Unilever in Q4 2024 and held it in 5 quarters.
  • Brucke Financial's Unilever position peaked at $556K in Q1 2025.
  • 1,169 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Brucke Financial's 13F filing for Q1 2026, filed 10 Apr 2026.