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Chapman Financial Group’s Unilever UL Stock Holding History

Chapman 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 		$48K Hold
843
– – 0.03% 189
2025
Q4 		$55.1K Sell
843
-1
-0.1% -$67 0.04% 176
2025
Q3 		$56.3K Buy
844
+666
+374% +$46K 0.04% 178
2025
Q2 		$12.2K Buy
+178
New +$12.5K 0.01% 180
2024
Q4 		$11.3K Buy
+178
New +$12K 0.01% 187

Other funds holding UL

Wellington Management Group
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Chapman Financial Group held its Unilever (UL) position steady in Q1 2026 at 843 shares worth $48K. The position accounts for 0.03% of the portfolio, ranked #189.

Chapman Financial Group first reported a position in UL in Q4 2024 and has held it in 5 quarters since. The position peaked at $56.3K in Q3 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Chapman Financial Group held 843 shares of Unilever worth $48K as of Q1 2026.
  • Chapman Financial Group left its Unilever share count unchanged in Q1 2026.
  • Unilever made up 0.03% of Chapman Financial Group's portfolio in Q1 2026, its #189 holding.
  • Chapman Financial Group first reported a position in Unilever in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's Unilever position peaked at $56.3K in Q3 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.