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Costello Asset Management’s Unilever UL Stock Holding History

Costello 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 		$5.7K Buy
+100
New +$6.7K ﹤0.01% 548
2024
Q4 		– Sell
-244
Closed -$17.9K – 203
2024
Q3 		$17.9K Hold
244
– – 0.01% 128
2024
Q2 		$15.1K Sell
244
-2,045
-89% -$121K 0.01% 117
2024
Q1 		$129K Sell
2,289
-15,658
-87% -$867K 0.09% 63
2023
Q4 		$979K Sell
17,947
-13,631
-43% -$735K 0.81% 33
2023
Q3 		$1.75M Sell
31,578
-11,933
-27% -$690K 1.61% 20
2023
Q2 		$2.55M Sell
43,511
-5,289
-11% -$314K 2.19% 16
2023
Q1 		$2.85M Sell
48,800
-1,067
-2% -$60.6K 2.93% 11
2022
Q4 		$2.82M Sell
49,867
-117
-0.2% -$6.26K 2.55% 14
2022
Q3 		$2.46M Buy
49,984
+7,853
+19% +$410K 2.32% 15
2022
Q2 		$2.17M Buy
42,131
+13,134
+45% +$669K 1.88% 16
2022
Q1 		$1.49M Sell
28,997
-23
-0.1% -$1.28K 1.02% 33
2021
Q4 		$1.76M Sell
29,020
-888
-3% -$52.8K 1.07% 28
2021
Q3 		$1.82M Buy
29,908
+22,817
+322% +$1.45M 1.17% 25
2021
Q2 		$467K Hold
7,091
– – 0.31% 48
2021
Q1 		$445K Buy
7,091
+2,158
+44% +$137K 0.31% 51
2020
Q4 		$335K Buy
+4,933
New +$335K 0.25% 52

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

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

Costello Asset Management opened a new position in Unilever (UL) in Q1 2026: 100 shares worth $5.7K. The stake represents ﹤0.01% of the portfolio and ranks #548 among its holdings. This is a return to the name: Costello Asset Management previously reported a position in UL as recently as Q3 2024.

Costello Asset Management first reported a position in UL in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.85M in Q1 2023. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Costello Asset Management held 100 shares of Unilever worth $5.7K as of Q1 2026.
  • Unilever was a new Costello Asset Management position in Q1 2026.
  • Unilever made up ﹤0.01% of Costello Asset Management's portfolio in Q1 2026, its #548 holding.
  • Costello Asset Management first reported a position in Unilever in Q4 2020 and has held it in 17 quarters since.
  • Costello Asset Management's Unilever position peaked at $2.85M in Q1 2023.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.