Camelot Portfolios’s Unilever UL Stock Holding History

Camelot Portfolios’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	-1,776	Closed	-$116K	–	517
2025 Q4	$116K	Buy	+1,776	New	+$119K	0.07%	226
2024 Q3	–	Sell	-1,778	Closed	-$110K	–	536
2024 Q2	$110K	Buy	+1,778	New	+$105K	0.06%	231
2022 Q1	–	Sell	-3,537	Closed	-$214K	–	264
2021 Q4	$214K	Buy	+3,537	New	+$210K	0.09%	228
2016 Q4	–	Sell	-9,022	Closed	-$481K	–	173
2016 Q3	$481K	Buy	9,022 +4,933	+121%	+$260K	0.26%	100
2016 Q2	$220K	Buy	+4,089	New	+$210K	0.13%	129
2014 Q4	–	Sell	-12,844	Closed	-$605K	–	178
2014 Q3	$605K	Sell	12,844 -89	-0.7%	-$4.39K	0.35%	83
2014 Q2	$659K	Hold	12,933	–	–	0.42%	72
2014 Q1	$622K	Buy	12,933 +222	+2%	+$10K	0.42%	70
2013 Q4	$589K	Buy	+12,711	New	+$569K	0.38%	80

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

Camelot Portfolios's UL Position: Q1 2026 in Review

Camelot Portfolios sold out of Unilever (UL) in Q1 2026, closing a stake of 1,776 shares — an estimated $116K sold.

Camelot Portfolios first reported a position in UL in Q4 2013 and held it in 9 quarters. The position peaked at $659K in Q2 2014. 1,173 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Camelot Portfolios reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
Camelot Portfolios sold 1,776 Unilever shares in Q1 2026, an estimated $116K.
Camelot Portfolios first reported a position in Unilever in Q4 2013 and held it in 9 quarters.
Camelot Portfolios's Unilever position peaked at $659K in Q2 2014.
1,173 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.