Center for Financial Planning’s Unilever UL Stock Holding History

Center for Financial Planning’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	-100	Closed	-$6.54K	–	723
2025 Q4	$6.54K	Hold	100	–	–	﹤0.01%	532
2025 Q3	$6.7K	Hold	100	–	–	﹤0.01%	525
2025 Q2	$6.91K	Hold	100	–	–	﹤0.01%	491
2025 Q1	$6.73K	Hold	100	–	–	﹤0.01%	509
2024 Q4	$6.41K	Buy	+100	New	+$6.75K	﹤0.01%	469
2021 Q2	–	Sell	-182	Closed	-$11K	–	541
2021 Q1	$11K	Buy	+182	New	+$11.6K	﹤0.01%	377
2020 Q4	–	Sell	-91	Closed	-$6K	–	487
2020 Q3	$6K	Hold	91	–	–	﹤0.01%	351
2020 Q2	$6K	Sell	91 -73	-45%	-$4.36K	﹤0.01%	351
2020 Q1	$9K	Buy	164 +73	+80%	+$4.58K	﹤0.01%	353
2019 Q4	$6K	Buy	+91	New	+$6.04K	﹤0.01%	356

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

Center for Financial Planning's UL Position: Q1 2026 in Review

Center for Financial Planning sold out of Unilever (UL) in Q1 2026, closing a stake of 100 shares — an estimated $6.54K sold.

Center for Financial Planning first reported a position in UL in Q4 2019 and held it in 10 quarters. The position peaked at $11K in Q1 2021. 1,167 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Center for Financial Planning reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
Center for Financial Planning sold 100 Unilever shares in Q1 2026, an estimated $6.54K.
Center for Financial Planning first reported a position in Unilever in Q4 2019 and held it in 10 quarters.
Center for Financial Planning's Unilever position peaked at $11K in Q1 2021.
1,167 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.