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Carr Financial Group’s Unilever UL Stock Holding History

Carr Financial Group’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
-3,372
Closed -$221K – 198
2025
Q4 		$221K Sell
3,372
-47
-1% -$3.16K 0.06% 168
2025
Q3 		$228K Buy
3,419
+10
+0.3% +$690 0.06% 174
2025
Q2 		$235K Sell
3,409
-618
-15% -$43.4K 0.07% 169
2025
Q1 		$270K Buy
4,027
+9
+0.2% +$581 0.09% 147
2024
Q4 		$256K Sell
4,018
-10
-0.2% -$675 0.08% 162
2024
Q3 		$294K Buy
4,028
+7
+0.2% +$484 0.09% 159
2024
Q2 		$249K Buy
4,021
+27
+0.7% +$1.6K 0.08% 165
2024
Q1 		$226K Buy
3,994
+2
+0.1% +$111 0.08% 169
2023
Q4 		$218K Buy
3,992
+2
+0.1% +$108 0.08% 157
2023
Q3 		$214K Sell
3,990
-278
-7% -$16.1K 0.08% 158
2023
Q2 		$250K Buy
4,268
+2
+0% +$119 0.1% 150
2023
Q1 		$249K Buy
4,266
+2
+0% +$114 0.11% 148
2022
Q4 		$242K Buy
+4,264
New +$228K 0.13% 145

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

Carr Financial Group's UL Position: Q1 2026 in Review

Carr Financial Group sold out of Unilever (UL) in Q1 2026, closing a stake of 3,372 shares — an estimated $221K sold.

Carr Financial Group first reported a position in UL in Q4 2022 and held it in 13 quarters. The position peaked at $294K in Q3 2024. 1,173 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Carr Financial Group reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • Carr Financial Group sold 3,372 Unilever shares in Q1 2026, an estimated $221K.
  • Carr Financial Group first reported a position in Unilever in Q4 2022 and held it in 13 quarters.
  • Carr Financial Group's Unilever position peaked at $294K in Q3 2024.
  • 1,173 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.