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Cypress Wealth Services’s Unilever UL Stock Holding History

Cypress Wealth Services’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
-3,480
Closed -$228K – 417
2025
Q4 		$228K Buy
3,480
+2
+0.1% +$134 0.03% 354
2025
Q3 		$232K Sell
3,478
-13
-0.4% -$897 0.04% 302
2025
Q2 		$240K Buy
3,491
+241
+7% +$16.9K 0.04% 272
2025
Q1 		$218K Sell
3,250
-26
-0.8% -$1.68K 0.04% 262
2024
Q4 		$209K Buy
+3,276
New +$221K 0.04% 263
2021
Q3 		– Sell
-3,247
Closed -$214K – 266
2021
Q2 		$214K Sell
3,247
-709
-18% -$47.1K 0.06% 244
2021
Q1 		$248K Buy
3,956
+535
+16% +$34.1K 0.05% 244
2020
Q4 		$232K Buy
+3,421
New +$232K 0.05% 249

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

Cypress Wealth Services's UL Position: Q1 2026 in Review

Cypress Wealth Services sold out of Unilever (UL) in Q1 2026, closing a stake of 3,480 shares — an estimated $228K sold.

Cypress Wealth Services first reported a position in UL in Q4 2020 and held it in 8 quarters. The position peaked at $248K in Q1 2021. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Cypress Wealth Services reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • Cypress Wealth Services sold 3,480 Unilever shares in Q1 2026, an estimated $228K.
  • Cypress Wealth Services first reported a position in Unilever in Q4 2020 and held it in 8 quarters.
  • Cypress Wealth Services's Unilever position peaked at $248K in Q1 2021.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Cypress Wealth Services's 13F filing for Q1 2026, filed 15 Apr 2026.