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Claro Advisors’s Unilever UL Stock Holding History

Claro Advisors’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 		$243K Sell
4,259
-6
-0.1% -$402 0.03% 426
2025
Q4 		$279K Sell
4,265
-3
-0.1% -$202 0.04% 345
2025
Q3 		$285K Sell
4,268
-320
-7% -$22.1K 0.04% 323
2025
Q2 		$316K Sell
4,588
-273
-6% -$19.2K 0.05% 283
2025
Q1 		$326K Buy
4,861
+12
+0.2% +$774 0.04% 362
2024
Q4 		$309K Sell
4,849
-3,311
-41% -$224K 0.04% 350
2024
Q3 		$596K Buy
8,160
+1,782
+28% +$123K 0.08% 243
2024
Q2 		$395K Buy
6,378
+507
+9% +$30K 0.06% 270
2024
Q1 		$332K Buy
5,871
+35
+0.6% +$1.94K 0.06% 301
2023
Q4 		$318K Sell
5,836
-164
-3% -$8.85K 0.07% 280
2023
Q3 		$333K Buy
+6,000
New +$347K 0.08% 257
2021
Q1 		– Sell
-3,132
Closed -$213K – 230
2020
Q4 		$213K Sell
3,132
-19
-0.6% -$1.29K 0.11% 196
2020
Q3 		$219K Buy
+3,151
New +$210K 0.14% 174
2020
Q1 		– Sell
-3,170
Closed -$204K – 188
2019
Q4 		$204K Sell
3,170
-117
-4% -$7.77K 0.16% 163
2019
Q3 		$222K Buy
3,287
+9
+0.3% +$624 0.2% 143
2019
Q2 		$229K Buy
3,278
+1
+0% +$68 0.21% 139
2019
Q1 		$213K Buy
3,277
+2,135
+187% +$130K 0.21% 136
2018
Q4 		$71K Buy
+1,142
New +$68.8K 0.06% 283

Other funds holding UL

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

Claro Advisors's UL Position: Q1 2026 in Review

Claro Advisors reduced its Unilever (UL) stake by 0.14% in Q1 2026, selling an estimated $402 and leaving 4,259 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #426.

Claro Advisors first reported a position in UL in Q4 2018 and has held it in 18 quarters since. The position peaked at $596K in Q3 2024. 1,167 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Claro Advisors held 4,259 shares of Unilever worth $243K as of Q1 2026.
  • Claro Advisors sold 6 Unilever shares in Q1 2026, an estimated $402.
  • Unilever made up 0.03% of Claro Advisors's portfolio in Q1 2026, its #426 holding.
  • Claro Advisors first reported a position in Unilever in Q4 2018 and has held it in 18 quarters since.
  • Claro Advisors's Unilever position peaked at $596K in Q3 2024.
  • 1,167 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.