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Cordatus Wealth Management’s Unilever UL Stock Holding History

Cordatus Wealth 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 		– Sell
-7,629
Closed -$499K – 191
2025
Q4 		$499K Sell
7,629
-402
-5% -$27K 0.12% 121
2025
Q3 		$536K Buy
8,031
+27
+0.3% +$1.86K 0.13% 113
2025
Q2 		$551K Sell
8,004
-119
-1% -$8.35K 0.14% 113
2025
Q1 		$544K Buy
8,123
+1,439
+22% +$92.8K 0.15% 104
2024
Q4 		$426K Buy
6,684
+32
+0.5% +$2.16K 0.11% 112
2024
Q3 		$486K Hold
6,652
– – 0.17% 86
2024
Q2 		$412K Buy
+6,652
New +$393K 0.15% 91
2023
Q3 		– Sell
-8,544
Closed -$501K – 140
2023
Q2 		$501K Buy
+8,544
New +$507K 0.19% 89

Other funds holding UL

Wellington Management Group
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Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cordatus Wealth Management's UL Position: Q1 2026 in Review

Cordatus Wealth Management sold out of Unilever (UL) in Q1 2026, closing a stake of 7,629 shares — an estimated $499K sold.

Cordatus Wealth Management first reported a position in UL in Q2 2023 and held it in 8 quarters. The position peaked at $551K in Q2 2025. 1,174 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Cordatus Wealth Management reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • Cordatus Wealth Management sold 7,629 Unilever shares in Q1 2026, an estimated $499K.
  • Cordatus Wealth Management first reported a position in Unilever in Q2 2023 and held it in 8 quarters.
  • Cordatus Wealth Management's Unilever position peaked at $551K in Q2 2025.
  • 1,174 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.