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BSW Wealth Partners’s Unilever UL Stock Holding History

BSW Wealth Partners’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
-4,529
Closed -$296K – 343
2025
Q4 		$296K Sell
4,529
-354
-7% -$23.8K 0.04% 247
2025
Q3 		$326K Sell
4,883
-2,609
-35% -$180K 0.04% 238
2025
Q2 		$516K Buy
7,492
+849
+13% +$59.6K 0.07% 155
2025
Q1 		$445K Sell
6,643
-442
-6% -$28.5K 0.07% 171
2024
Q4 		$452K Buy
7,085
+259
+4% +$17.5K 0.07% 179
2024
Q3 		$499K Buy
6,826
+90
+1% +$6.22K 0.07% 152
2024
Q2 		$417K Buy
6,736
+63
+0.9% +$3.72K 0.07% 153
2024
Q1 		$377K Buy
6,673
+813
+14% +$45K 0.06% 176
2023
Q4 		$320K Buy
+5,860
New +$316K 0.06% 197
2023
Q2 		– Sell
-18,020
Closed -$1.05M – 317
2023
Q1 		$1.05M Sell
18,020
-2,386
-12% -$136K 0.22% 62
2022
Q4 		$1.16M Buy
20,406
+1,533
+8% +$82K 0.25% 60
2022
Q3 		$931K Buy
18,873
+960
+5% +$50.2K 0.23% 55
2022
Q2 		$924K Buy
17,913
+2,485
+16% +$127K 0.22% 62
2022
Q1 		$791K Buy
15,428
+4,656
+43% +$259K 0.2% 77
2021
Q4 		$652K Sell
10,772
-1,006
-9% -$59.8K 0.16% 94
2021
Q3 		$718K Buy
11,778
+2,200
+23% +$140K 0.2% 63
2021
Q2 		$630K Buy
9,578
+1,974
+26% +$131K 0.17% 79
2021
Q1 		$478K Buy
7,604
+770
+11% +$49K 0.14% 91
2020
Q4 		$464K Buy
+6,834
New +$464K 0.14% 87

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

BSW Wealth Partners's UL Position: Q1 2026 in Review

BSW Wealth Partners sold out of Unilever (UL) in Q1 2026, closing a stake of 4,529 shares — an estimated $296K sold.

BSW Wealth Partners first reported a position in UL in Q4 2020 and held it in 19 quarters. The position peaked at $1.16M in Q4 2022. 1,168 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • BSW Wealth Partners reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • BSW Wealth Partners sold 4,529 Unilever shares in Q1 2026, an estimated $296K.
  • BSW Wealth Partners first reported a position in Unilever in Q4 2020 and held it in 19 quarters.
  • BSW Wealth Partners's Unilever position peaked at $1.16M in Q4 2022.
  • 1,168 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on BSW Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.