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Certior Financial Group’s Unilever UL Stock Holding History

Certior 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
-5,619
Closed -$367K – 145
2025
Q4 		$367K Buy
5,619
+481
+9% +$32.3K 0.25% 90
2025
Q3 		$343K Sell
5,138
-149
-3% -$10.3K 0.23% 92
2025
Q2 		$364K Buy
5,287
+1
+0% +$70 0.27% 86
2025
Q1 		$354K Buy
5,286
+93
+2% +$6K 0.29% 82
2024
Q4 		$331K Buy
+5,193
New +$351K 0.29% 89

Other funds holding UL

Wellington Management Group
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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

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

Certior Financial Group sold out of Unilever (UL) in Q1 2026, closing a stake of 5,619 shares — an estimated $367K sold.

Certior Financial Group first reported a position in UL in Q4 2024 and held it in 5 quarters. The position peaked at $367K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Certior Financial Group reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • Certior Financial Group sold 5,619 Unilever shares in Q1 2026, an estimated $367K.
  • Certior Financial Group first reported a position in Unilever in Q4 2024 and held it in 5 quarters.
  • Certior Financial Group's Unilever position peaked at $367K in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Certior Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.