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Capital Analysts LLC’s Unilever UL Stock Holding History

Capital Analysts LLC’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 		$203K Buy
3,561
+31
+0.9% +$2.08K 0.01% 637
2025
Q4 		$231K Buy
3,530
+151
+4% +$10.1K 0.01% 590
2025
Q3 		$225K Buy
3,379
+97
+3% +$6.69K 0.01% 576
2025
Q2 		$226K Hold
3,282
– – 0.01% 528
2025
Q1 		$220K Buy
3,282
+18
+0.6% +$1.16K 0.01% 515
2024
Q4 		$208K Buy
3,264
+10
+0.3% +$675 0.01% 482
2024
Q3 		$238K Sell
3,254
-59
-2% -$4.08K 0.01% 442
2024
Q2 		$205K Buy
3,313
+235
+8% +$13.9K 0.01% 456
2024
Q1 		$174K Buy
3,078
+17
+0.6% +$942 0.01% 465
2023
Q4 		$167K Sell
3,061
-19
-0.6% -$1.02K 0.01% 445
2023
Q3 		$171K Buy
3,080
+400
+15% +$23.1K 0.01% 411
2023
Q2 		$157K Sell
2,680
-120
-4% -$7.13K 0.01% 401
2023
Q1 		$164K Sell
2,800
-111
-4% -$6.31K 0.01% 400
2022
Q4 		$165K Sell
2,911
-32
-1% -$1.71K 0.01% 420
2022
Q3 		$145K Sell
2,943
-4
-0.1% -$209 0.01% 396
2022
Q2 		$152K Buy
2,947
+471
+19% +$24K 0.01% 374
2022
Q1 		$127K Sell
2,476
-382
-13% -$21.3K 0.01% 396
2021
Q4 		$173K Buy
2,858
+400
+16% +$23.8K 0.01% 359
2021
Q3 		$150K Buy
2,458
+76
+3% +$4.84K 0.01% 383
2021
Q2 		$157K Buy
2,382
+109
+5% +$7.25K 0.01% 373
2021
Q1 		$143K Buy
2,273
+502
+28% +$32K 0.01% 387
2020
Q4 		$120K Buy
1,771
+1,148
+184% +$77.9K 0.01% 292
2020
Q3 		$43K Hold
623
– – ﹤0.01% 425
2020
Q2 		$38K Sell
623
-533
-46% -$31.9K ﹤0.01% 404
2020
Q1 		$66K Sell
1,156
-40
-3% -$2.51K 0.01% 301
2019
Q4 		$77K Buy
1,196
+40
+3% +$2.66K 0.01% 339
2019
Q3 		$78K Buy
1,156
+543
+89% +$37.6K 0.01% 314
2019
Q2 		$43K Buy
613
+80
+15% +$5.43K ﹤0.01% 389
2019
Q1 		$34K Sell
533
-178
-25% -$10.8K ﹤0.01% 391
2018
Q4 		$42K Sell
711
-178
-20% -$10.7K 0.01% 346
2018
Q3 		$55K Hold
889
– – 0.01% 312
2018
Q2 		$55K Buy
+889
New +$55.2K 0.01% 318

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

Capital Analysts LLC's UL Position: Q1 2026 in Review

Capital Analysts LLC increased its Unilever (UL) stake by 0.88% in Q1 2026, buying an estimated $2.08K and bringing the position to 3,561 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #637.

Capital Analysts LLC first reported a position in UL in Q2 2018 and has held it in 32 quarters since. The position peaked at $238K in Q3 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Capital Analysts LLC held 3,561 shares of Unilever worth $203K as of Q1 2026.
  • Capital Analysts LLC bought 31 Unilever shares in Q1 2026, an estimated $2.08K.
  • Unilever made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #637 holding.
  • Capital Analysts LLC first reported a position in Unilever in Q2 2018 and has held it in 32 quarters since.
  • Capital Analysts LLC's Unilever position peaked at $238K in Q3 2024.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.