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Concord Wealth Partners’s Unilever UL Stock Holding History

Concord Wealth Partners’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
-162
Closed -$10.6K – 743
2025
Q4 		$10.6K Sell
162
-1
-0.6% -$67 ﹤0.01% 527
2025
Q3 		$10.8K Sell
163
-1,236
-88% -$85.3K ﹤0.01% 530
2025
Q2 		$96.3K Hold
1,399
– – 0.01% 271
2025
Q1 		$93.7K Hold
1,399
– – 0.02% 252
2024
Q4 		$89.2K Sell
1,399
-85
-6% -$5.74K 0.01% 262
2024
Q3 		$108K Buy
1,484
+240
+19% +$16.6K 0.02% 255
2024
Q2 		$77K Sell
1,244
-220
-15% -$13K 0.01% 262
2024
Q1 		$82.7K Buy
1,464
+220
+18% +$12.2K 0.01% 289
2023
Q4 		$67.9K Sell
1,244
-856
-41% -$46.2K 0.01% 316
2023
Q3 		$117K Sell
2,100
-178
-8% -$10.3K 0.02% 262
2023
Q2 		$134K Buy
2,278
+130
+6% +$7.72K 0.03% 238
2023
Q1 		$125K Sell
2,148
-130
-6% -$7.39K 0.04% 223
2022
Q4 		$129K Buy
+2,278
New +$122K 0.04% 212
2022
Q3 		– Sell
-2,688
Closed -$139K – 1088
2022
Q2 		$139K Sell
2,688
-76
-3% -$3.87K 0.04% 211
2022
Q1 		$142K Sell
2,764
-356
-11% -$19.8K 0.04% 236
2021
Q4 		$189K Buy
3,120
+80
+3% +$4.75K 0.05% 197
2021
Q3 		$185K Sell
3,040
-356
-10% -$22.7K 0.08% 93
2021
Q2 		$223K Hold
3,396
– – 0.06% 128
2021
Q1 		$213K Buy
3,396
+24
+0.7% +$1.53K 0.07% 126
2020
Q4 		$229K Buy
+3,372
New +$229K 0.18% 64

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Bank of America
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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

Concord Wealth Partners's UL Position: Q1 2026 in Review

Concord Wealth Partners sold out of Unilever (UL) in Q1 2026, closing a stake of 162 shares — an estimated $10.6K sold.

Concord Wealth Partners first reported a position in UL in Q4 2020 and held it in 20 quarters. The position peaked at $229K in Q4 2020. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Concord Wealth Partners reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 162 Unilever shares in Q1 2026, an estimated $10.6K.
  • Concord Wealth Partners first reported a position in Unilever in Q4 2020 and held it in 20 quarters.
  • Concord Wealth Partners's Unilever position peaked at $229K in Q4 2020.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.