Columbia Asset Management’s Unilever UL Stock Holding History

Columbia Asset Management’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	$994K	Buy	17,449 +516	+3%	+$34.6K	0.19%	87
2025 Q4	$1.11M	Buy	16,933 +529	+3%	+$35.6K	0.2%	81
2025 Q3	$1.09M	Buy	16,404 +17	+0.1%	+$1.17K	0.2%	82
2025 Q2	$1.13M	Buy	16,387 +978	+6%	+$68.6K	0.22%	79
2025 Q1	$1.03M	Sell	15,409 -827	-5%	-$53.4K	0.2%	87
2024 Q4	$1.04M	Sell	16,236 -1,426	-8%	-$96.3K	0.19%	85
2024 Q3	$1.29M	Hold	17,662	–	–	0.23%	78
2024 Q2	$1.09M	Buy	17,662 +22	+0.1%	+$1.3K	0.2%	80
2024 Q1	$962K	Hold	17,640	–	–	0.2%	86
2023 Q4	$962K	Buy	17,640 +467	+3%	+$25.2K	0.2%	86
2023 Q3	$954K	Buy	17,173 +977	+6%	+$56.5K	0.21%	80
2023 Q2	$950K	Buy	+16,196	New	+$962K	0.2%	81
2021 Q4	–	Sell	-3,893	Closed	-$237K	–	195
2021 Q3	$237K	Hold	3,893	–	–	0.05%	170
2021 Q2	$256K	Sell	3,893 -37	-0.9%	-$2.46K	0.06%	161
2021 Q1	$247K	Buy	3,930 +67	+2%	+$4.27K	0.04%	164
2020 Q4	$262K	Hold	3,863	–	–	0.05%	157
2020 Q3	$268K	Buy	3,863 +67	+2%	+$4.47K	0.06%	142
2020 Q2	$234K	Sell	3,796 -689	-15%	-$41.2K	0.06%	142
2020 Q1	$255K	Hold	4,485	–	–	0.06%	133
2019 Q4	$2.88K	Sell	4,485 -1,009	-18%	-$67K	0.07%	155
2019 Q3	$371K	Hold	5,494	–	–	0.1%	139
2019 Q2	$383K	Sell	5,494 -1,500	-21%	-$102K	0.1%	138
2019 Q1	$454K	Hold	6,994	–	–	0.12%	119
2018 Q4	$411K	Hold	6,994	–	–	0.12%	120
2018 Q3	$433K	Sell	6,994 -1,480	-17%	-$93.3K	0.11%	122
2018 Q2	$527K	Hold	8,474	–	–	0.15%	111
2018 Q1	$530K	Hold	8,474	–	–	0.16%	120
2017 Q4	$528K	Sell	8,474 -293	-3%	-$18.6K	0.15%	121
2017 Q3	$572K	Sell	8,767 -245	-3%	-$15.7K	0.18%	114
2017 Q2	$548K	Hold	9,012	–	–	0.18%	112
2017 Q1	$500K	Hold	9,012	–	–	0.17%	110
2016 Q4	$413K	Sell	9,012 -541	-6%	-$25.2K	0.14%	126
2016 Q3	$509K	Hold	9,553	–	–	0.18%	113
2016 Q2	$515K	Sell	9,553 -507	-5%	-$26K	0.18%	109
2016 Q1	$511K	Buy	10,060 +873	+10%	+$42.5K	0.19%	110
2015 Q4	$446K	Hold	9,187	–	–	0.18%	109
2015 Q3	$421K	Hold	9,187	–	–	0.17%	115
2015 Q2	$443K	Hold	9,187	–	–	0.17%	123
2015 Q1	$431K	Buy	9,187 +1,067	+13%	+$51.1K	0.16%	132
2014 Q4	$370K	Sell	8,120 -489	-6%	-$22.4K	0.14%	137
2014 Q3	$406K	Hold	8,609	–	–	0.16%	127
2014 Q2	$439K	Buy	8,609 +293	+4%	+$14.7K	0.18%	125
2014 Q1	$400K	Hold	8,316	–	–	0.17%	120
2013 Q4	$385K	Buy	+8,316	New	+$372K	0.17%	120

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

Columbia Asset Management's UL Position: Q1 2026 in Review

Columbia Asset Management increased its Unilever (UL) stake by 3% in Q1 2026, buying an estimated $34.6K and bringing the position to 17,449 shares worth $994K. The position accounts for 0.19% of the portfolio, ranked #87.

Columbia Asset Management first reported a position in UL in Q4 2013 and has held it in 44 quarters since. The position peaked at $1.29M in Q3 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Columbia Asset Management held 17,449 shares of Unilever worth $994K as of Q1 2026.
Columbia Asset Management bought 516 Unilever shares in Q1 2026, an estimated $34.6K.
Unilever made up 0.19% of Columbia Asset Management's portfolio in Q1 2026, its #87 holding.
Columbia Asset Management first reported a position in Unilever in Q4 2013 and has held it in 44 quarters since.
Columbia Asset Management's Unilever position peaked at $1.29M in Q3 2024.
1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Columbia Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.