CPL
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Capital & Planning LLC’s Unilever UL Stock Holding History

Capital & Planning 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 		$9.29K Buy
+163
New +$10.9K 0.01% 100
2025
Q1 		– Sell
-164
Closed -$10.4K – 170
2024
Q4 		$10.4K Buy
+164
New +$11.1K 0.01% 94

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital & Planning LLC's UL Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Unilever (UL) in Q1 2026: 163 shares worth $9.29K. The stake represents 0.01% of the portfolio and ranks #100 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in UL as recently as Q4 2024.

Capital & Planning LLC first reported a position in UL in Q4 2024 and has held it in 2 quarters since. The position peaked at $10.4K in Q4 2024. 1,171 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Capital & Planning LLC held 163 shares of Unilever worth $9.29K as of Q1 2026.
  • Unilever was a new Capital & Planning LLC position in Q1 2026.
  • Unilever made up 0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #100 holding.
  • Capital & Planning LLC first reported a position in Unilever in Q4 2024 and has held it in 2 quarters since.
  • Capital & Planning LLC's Unilever position peaked at $10.4K in Q4 2024.
  • 1,171 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.