BH
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Burk Holdings’s Unilever UL Stock Holding History

Burk Holdings’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 		$912 Buy
+16
New +$1.07K ﹤0.01% 604

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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

Burk Holdings's UL Position: Q1 2026 in Review

Burk Holdings opened a new position in Unilever (UL) in Q1 2026: 16 shares worth $912. The stake represents ﹤0.01% of the portfolio and ranks #604 among its holdings.

1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Burk Holdings held 16 shares of Unilever worth $912 as of Q1 2026.
  • Unilever was a new Burk Holdings position in Q1 2026.
  • Unilever made up ﹤0.01% of Burk Holdings's portfolio in Q1 2026, its #604 holding.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.