Carson Wealth (CWM LLC)
UL icon

Carson Wealth (CWM LLC)’s Unilever UL Stock Holding History

Carson Wealth (CWM 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 		$5.78M Sell
101,422
-1,653
-2% -$111K 0.02% 743
2025
Q4 		$6.74M Buy
103,075
+4,927
+5% +$331K 0.02% 662
2025
Q3 		$6.54M Sell
98,148
-3,537
-3% -$244K 0.02% 615
2025
Q2 		$7M Buy
101,685
+2,109
+2% +$148K 0.02% 497
2025
Q1 		$6.67M Sell
99,576
-3,932
-4% -$254K 0.03% 446
2024
Q4 		$6.6M Sell
103,508
-8,854
-8% -$598K 0.03% 416
2024
Q3 		$8.21M Sell
112,362
-9,606
-8% -$664K 0.04% 341
2024
Q2 		$7.54M Sell
121,968
-9,930
-8% -$587K 0.04% 339
2024
Q1 		$7.45M Sell
131,898
-9,711
-7% -$538K 0.04% 343
2023
Q4 		$7.72M Sell
141,609
-12,866
-8% -$694K 0.04% 317
2023
Q3 		$8.59M Sell
154,475
-4,626
-3% -$267K 0.05% 260
2023
Q2 		$9.33M Sell
159,101
-5,511
-3% -$327K 0.06% 240
2023
Q1 		$9.62M Sell
164,612
-5,438
-3% -$309K 0.07% 224
2022
Q4 		$9.63M Sell
170,050
-2,064
-1% -$110K 0.07% 204
2022
Q3 		$8.49M Buy
172,114
+8,118
+5% +$424K 0.07% 213
2022
Q2 		$8.46M Buy
163,996
+17,963
+12% +$915K 0.07% 219
2022
Q1 		$7.49M Buy
146,033
+8,719
+6% +$485K 0.05% 246
2021
Q4 		$8.31M Buy
+137,314
New +$8.16M 0.06% 234
2021
Q2 		$8.76M Hold
133,131
– – 0.07% 211
2021
Q1 		$8.76M Hold
133,131
– – 0.07% 211
2020
Q4 		$8.76M Hold
133,131
– – 0.07% 211
2020
Q3 		$8.76M Hold
133,131
– – 0.07% 211
2020
Q2 		$8.76M Hold
133,131
– – 0.07% 211
2020
Q1 		$8.76M Hold
133,131
– – 0.07% 211
2019
Q4 		$8.76M Hold
133,131
– – 0.07% 211
2019
Q3 		$8.76M Hold
133,131
– – 0.07% 211
2019
Q2 		$8.76M Hold
133,131
– – 0.07% 211
2019
Q1 		$8.76M Buy
133,131
+132,291
+15,749% +$8.06M 0.07% 211
2018
Q4 		$49K Buy
840
+28
+3% +$1.69K ﹤0.01% 884
2018
Q3 		$50K Sell
812
-620
-43% -$39.1K ﹤0.01% 751
2018
Q2 		$89K Buy
1,432
+225
+19% +$14K ﹤0.01% 536
2018
Q1 		$75K Buy
1,207
+51
+4% +$3.1K ﹤0.01% 491
2017
Q4 		$72K Sell
1,156
-174
-13% -$11K ﹤0.01% 472
2017
Q3 		$87K Buy
1,330
+70
+6% +$4.5K ﹤0.01% 433
2017
Q2 		$77K Buy
1,260
+75
+6% +$4.47K ﹤0.01% 416
2017
Q1 		$66K Sell
1,185
-311
-21% -$15.7K ﹤0.01% 407
2016
Q4 		$68K Buy
1,496
+311
+26% +$14.5K ﹤0.01% 399
2016
Q3 		$63K Sell
1,185
-267
-18% -$14.1K ﹤0.01% 391
2016
Q2 		$78K Buy
1,452
+296
+26% +$15.2K 0.01% 333
2016
Q1 		$59K Sell
1,156
-15
-1% -$730 0.01% 327
2015
Q4 		$57K Buy
1,171
+15
+1% +$732 0.01% 307
2015
Q3 		$53K Buy
+1,156
New +$55.3K 0.01% 283

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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Carson Wealth (CWM LLC)'s UL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Unilever (UL) stake by 1.6% in Q1 2026, selling an estimated $111K and leaving 101,422 shares worth $5.78M. The position accounts for 0.02% of the portfolio, ranked #743.

Carson Wealth (CWM LLC) first reported a position in UL in Q3 2015 and has held it in 42 quarters since. The position peaked at $9.63M in Q4 2022. 1,170 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 101,422 shares of Unilever worth $5.78M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,653 Unilever shares in Q1 2026, an estimated $111K.
  • Unilever made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #743 holding.
  • Carson Wealth (CWM LLC) first reported a position in Unilever in Q3 2015 and has held it in 42 quarters since.
  • Carson Wealth (CWM LLC)'s Unilever position peaked at $9.63M in Q4 2022.
  • 1,170 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.