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Clifford Swan Investment Counsel’s Unilever UL Stock Holding History

Clifford Swan Investment Counsel’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 		$386K Sell
6,775
-19
-0.3% -$1.27K 0.01% 243
2025
Q4 		$444K Sell
6,794
-5
-0.1% -$336 0.01% 231
2025
Q3 		$453K Hold
6,799
– – 0.02% 228
2025
Q2 		$468K Hold
6,799
– – 0.02% 225
2025
Q1 		$456K Buy
6,799
+19
+0.3% +$1.23K 0.02% 223
2024
Q4 		$432K Hold
6,780
– – 0.02% 228
2024
Q3 		$495K Hold
6,780
– – 0.02% 220
2024
Q2 		$419K Hold
6,780
– – 0.02% 234
2024
Q1 		$383K Hold
6,780
– – 0.01% 243
2023
Q4 		$370K Sell
6,780
-56
-0.8% -$3.02K 0.01% 241
2023
Q3 		$380K Sell
6,836
-318
-4% -$18.4K 0.02% 233
2023
Q2 		$420K Hold
7,154
– – 0.02% 228
2023
Q1 		$418K Hold
7,154
– – 0.02% 224
2022
Q4 		$405K Sell
7,154
-1,002
-12% -$53.6K 0.02% 223
2022
Q3 		$402K Sell
8,156
-2,133
-21% -$111K 0.02% 227
2022
Q2 		$530K Buy
10,289
+149
+1% +$7.59K 0.02% 217
2022
Q1 		$520K Sell
10,140
-88
-0.9% -$4.9K 0.02% 228
2021
Q4 		$619K Buy
10,228
+16
+0.2% +$950 0.02% 219
2021
Q3 		$618K Hold
10,212
– – 0.02% 220
2021
Q2 		$659K Hold
10,212
– – 0.03% 210
2021
Q1 		$641K Hold
10,212
– – 0.03% 209
2020
Q4 		$693K Buy
+10,212
New +$693K 0.03% 201

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 $336B AUM 34.66% 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 $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clifford Swan Investment Counsel's UL Position: Q1 2026 in Review

Clifford Swan Investment Counsel reduced its Unilever (UL) stake by 0.28% in Q1 2026, selling an estimated $1.27K and leaving 6,775 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #243.

Clifford Swan Investment Counsel first reported a position in UL in Q4 2020 and has held it in 22 quarters since. The position peaked at $693K in Q4 2020. 1,170 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Clifford Swan Investment Counsel held 6,775 shares of Unilever worth $386K as of Q1 2026.
  • Clifford Swan Investment Counsel sold 19 Unilever shares in Q1 2026, an estimated $1.27K.
  • Unilever made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #243 holding.
  • Clifford Swan Investment Counsel first reported a position in Unilever in Q4 2020 and has held it in 22 quarters since.
  • Clifford Swan Investment Counsel's Unilever position peaked at $693K in Q4 2020.
  • 1,170 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.