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Capstone Financial Advisors’s Unilever UL Stock Holding History

Capstone Financial Advisors’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 		$1.35M Hold
23,640
– – 0.07% 52
2025
Q4 		$1.55M Sell
23,640
-1
-0% -$67 0.08% 52
2025
Q3 		$1.58M Buy
23,641
+195
+0.8% +$13.5K 0.09% 49
2025
Q2 		$1.61M Buy
23,446
+260
+1% +$18.2K 0.09% 48
2025
Q1 		$1.55M Buy
23,186
+180
+0.8% +$11.6K 0.1% 47
2024
Q4 		$1.47M Buy
23,006
+186
+0.8% +$12.6K 0.09% 46
2024
Q3 		$1.67M Buy
22,820
+165
+0.7% +$11.4K 0.1% 43
2024
Q2 		$1.4M Buy
22,655
+184
+0.8% +$10.9K 0.09% 42
2024
Q1 		$1.27M Buy
22,471
+203
+0.9% +$11.2K 0.09% 49
2023
Q4 		$1.21M Buy
22,268
+212
+1% +$11.4K 0.09% 46
2023
Q3 		$1.23M Buy
22,056
+204
+0.9% +$11.8K 0.1% 44
2023
Q2 		$1.28M Buy
21,852
+34
+0.2% +$2.02K 0.1% 46
2023
Q1 		$1.27M Sell
21,818
-141
-0.6% -$8.01K 0.1% 43
2022
Q4 		$1.24M Sell
21,959
-196
-0.9% -$10.5K 0.11% 43
2022
Q3 		$1.09M Buy
22,155
+204
+0.9% +$10.7K 0.1% 44
2022
Q2 		$1.13M Sell
21,951
-2,523
-10% -$129K 0.1% 47
2022
Q1 		$1.25M Sell
24,474
-1,375
-5% -$76.5K 0.09% 44
2021
Q4 		$1.56M Sell
25,849
-632
-2% -$37.5K 0.11% 40
2021
Q3 		$1.61M Buy
26,481
+4,114
+18% +$262K 0.13% 33
2021
Q2 		$1.47M Buy
22,367
+632
+3% +$42K 0.12% 33
2021
Q1 		$1.36M Hold
21,735
– – 0.12% 32
2020
Q4 		$1.48M Buy
+21,735
New +$1.47M 0.14% 29
2019
Q3 		– Sell
-2,875
Closed -$200K – 105
2019
Q2 		$200K Buy
+2,875
New +$195K 0.03% 82
2014
Q3 		– Sell
-10,120
Closed -$516K – 85
2014
Q2 		$516K Sell
10,120
-30
-0.3% -$1.5K 0.36% 28
2014
Q1 		$489K Buy
10,150
+6
+0.1% +$271 0.3% 27
2013
Q4 		$470K Buy
+10,144
New +$454K 0.3% 29

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

Capstone Financial Advisors's UL Position: Q1 2026 in Review

Capstone Financial Advisors held its Unilever (UL) position steady in Q1 2026 at 23,640 shares worth $1.35M. The position accounts for 0.07% of the portfolio, ranked #52.

Capstone Financial Advisors first reported a position in UL in Q4 2013 and has held it in 26 quarters since. The position peaked at $1.67M in Q3 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Capstone Financial Advisors held 23,640 shares of Unilever worth $1.35M as of Q1 2026.
  • Capstone Financial Advisors left its Unilever share count unchanged in Q1 2026.
  • Unilever made up 0.07% of Capstone Financial Advisors's portfolio in Q1 2026, its #52 holding.
  • Capstone Financial Advisors first reported a position in Unilever in Q4 2013 and has held it in 26 quarters since.
  • Capstone Financial Advisors's Unilever position peaked at $1.67M in Q3 2024.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.