Cassaday & Co Wealth Management’s Unilever UL Stock Holding History

Cassaday & Co Wealth Management’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	$21.6K	Buy	+379	New	+$25.4K	﹤0.01%	775

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cassaday & Co Wealth Management's UL Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Unilever (UL) in Q1 2026: 379 shares worth $21.6K. The stake represents ﹤0.01% of the portfolio and ranks #775 among its holdings.

1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Cassaday & Co Wealth Management held 379 shares of Unilever worth $21.6K as of Q1 2026.
Unilever was a new Cassaday & Co Wealth Management position in Q1 2026.
Unilever made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #775 holding.
1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.