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Conning Inc’s Unilever UL Stock Holding History

Conning Inc’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 		$548K Buy
9,621
+878
+10% +$58.9K 0.02% 199
2025
Q4 		$572K Buy
8,743
+1,420
+19% +$95.4K 0.02% 219
2025
Q3 		$488K Buy
+7,323
New +$505K 0.02% 236

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

Conning Inc's UL Position: Q1 2026 in Review

Conning Inc increased its Unilever (UL) stake by 10% in Q1 2026, buying an estimated $58.9K and bringing the position to 9,621 shares worth $548K. The position accounts for 0.02% of the portfolio, ranked #199.

Conning Inc first reported a position in UL in Q3 2025 and has held it in 3 quarters since. The position peaked at $572K in Q4 2025. 1,169 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Conning Inc held 9,621 shares of Unilever worth $548K as of Q1 2026.
  • Conning Inc bought 878 Unilever shares in Q1 2026, an estimated $58.9K.
  • Unilever made up 0.02% of Conning Inc's portfolio in Q1 2026, its #199 holding.
  • Conning Inc first reported a position in Unilever in Q3 2025 and has held it in 3 quarters since.
  • Conning Inc's Unilever position peaked at $572K in Q4 2025.
  • 1,169 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Conning Inc's 13F filing for Q1 2026, filed 30 Apr 2026.