Crewe Advisors’s Unilever UL Stock Holding History

Crewe Advisors’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	-60	Closed	-$3.92K	–	1156
2025 Q4	$3.92K	Buy	60 +15	+33%	+$1.01K	﹤0.01%	764
2025 Q3	$3.02K	Buy	+45	New	+$3.11K	﹤0.01%	790
2024 Q3	–	Sell	-1,054	Closed	-$65.2K	–	981
2024 Q2	$65.2K	Buy	1,054 +155	+17%	+$9.16K	0.01%	328
2024 Q1	$50.7K	Buy	+899	New	+$49.8K	0.01%	361
2023 Q4	–	Sell	-899	Closed	-$49.9K	–	684
2023 Q3	$49.9K	Hold	899	–	–	0.01%	140
2023 Q2	$52.7K	Sell	899 -275	-23%	-$16.3K	0.01%	263
2023 Q1	$68.6K	Buy	1,174 +5	+0.4%	+$284	0.01%	273
2022 Q4	$66.2K	Buy	+1,169	New	+$62.6K	0.01%	276
2022 Q2	–	Sell	-133	Closed	-$7K	–	1157
2022 Q1	$7K	Hold	133	–	–	﹤0.01%	377
2021 Q4	$8K	Buy	+133	New	+$7.9K	﹤0.01%	331
2021 Q1	–	Sell	-102	Closed	-$7K	–	486
2020 Q4	$7K	Buy	102 +34	+50%	+$2.31K	﹤0.01%	314
2020 Q3	$5K	Buy	+68	New	+$4.54K	﹤0.01%	372

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Crewe Advisors's UL Position: Q1 2026 in Review

Crewe Advisors sold out of Unilever (UL) in Q1 2026, closing a stake of 60 shares — an estimated $3.92K sold.

Crewe Advisors first reported a position in UL in Q3 2020 and held it in 12 quarters. The position peaked at $68.6K in Q1 2023. 1,175 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Crewe Advisors reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
Crewe Advisors sold 60 Unilever shares in Q1 2026, an estimated $3.92K.
Crewe Advisors first reported a position in Unilever in Q3 2020 and held it in 12 quarters.
Crewe Advisors's Unilever position peaked at $68.6K in Q1 2023.
1,175 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.