Ceera Investments’s Unilever UL Stock Holding History

Ceera Investments’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	$646K	Sell	11,336 -610	-5%	-$40.9K	0.28%	58
2025 Q4	$781K	Sell	11,946 -10,610	-47%	-$713K	0.3%	54
2025 Q3	$1.5M	Sell	22,556 -315	-1%	-$21.7K	0.47%	48
2025 Q2	$1.57M	Sell	22,871 -231	-1%	-$16.2K	0.48%	46
2025 Q1	$1.55M	Sell	23,102 -89	-0.4%	-$5.74K	0.53%	44
2024 Q4	$1.48M	Sell	23,191 -2,240	-9%	-$151K	0.51%	44
2024 Q3	$1.86M	Hold	25,431	–	–	0.7%	39
2024 Q2	$1.57M	Buy	25,431 +13	+0.1%	+$768	0.67%	37
2024 Q1	$1.44M	Hold	25,418	–	–	0.63%	38
2023 Q4	$1.39M	Sell	25,418 -5,298	-17%	-$286K	0.65%	34
2023 Q3	$1.71M	Hold	30,716	–	–	0.93%	29
2023 Q2	$1.8M	Hold	30,716	–	–	1.04%	27
2023 Q1	$1.79M	Sell	30,716 -62	-0.2%	-$3.52K	1.14%	29
2022 Q4	$1.74M	Buy	30,778 +3,058	+11%	+$164K	1.1%	33
2022 Q3	$1.37M	Buy	27,720 +7,387	+36%	+$386K	0.91%	40
2022 Q2	$1.05M	Buy	20,333 +1,524	+8%	+$77.6K	0.6%	45
2022 Q1	$964K	Buy	+18,809	New	+$1.05M	0.48%	43

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

Ceera Investments's UL Position: Q1 2026 in Review

Ceera Investments reduced its Unilever (UL) stake by 5.1% in Q1 2026, selling an estimated $40.9K and leaving 11,336 shares worth $646K. The position accounts for 0.28% of the portfolio, ranked #58.

Ceera Investments first reported a position in UL in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.86M in Q3 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Ceera Investments held 11,336 shares of Unilever worth $646K as of Q1 2026.
Ceera Investments sold 610 Unilever shares in Q1 2026, an estimated $40.9K.
Unilever made up 0.28% of Ceera Investments's portfolio in Q1 2026, its #58 holding.
Ceera Investments first reported a position in Unilever in Q1 2022 and has held it in 17 quarters since.
Ceera Investments's Unilever position peaked at $1.86M in Q3 2024.
1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Ceera Investments's 13F filing for Q1 2026, filed 6 May 2026.