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Davis Rea’s Unilever UL Stock Holding History

Davis Rea’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 		$3.27M Buy
57,339
+8,451
+17% +$566K 0.85% 40
2025
Q4 		$3.2M Buy
48,888
+647
+1% +$43.5K 0.8% 42
2025
Q3 		$3.22M Sell
48,241
-1,011
-2% -$69.8K 0.78% 43
2025
Q2 		$3.39M Sell
49,252
-152
-0.3% -$10.7K 0.84% 41
2025
Q1 		$3.31M Buy
+49,404
New +$3.19M 0.88% 40

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

Davis Rea's UL Position: Q1 2026 in Review

Davis Rea increased its Unilever (UL) stake by 17% in Q1 2026, buying an estimated $566K and bringing the position to 57,339 shares worth $3.27M. The position accounts for 0.85% of the portfolio, ranked #40.

Davis Rea first reported a position in UL in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.39M in Q2 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Davis Rea held 57,339 shares of Unilever worth $3.27M as of Q1 2026.
  • Davis Rea bought 8,451 Unilever shares in Q1 2026, an estimated $566K.
  • Unilever made up 0.85% of Davis Rea's portfolio in Q1 2026, its #40 holding.
  • Davis Rea first reported a position in Unilever in Q1 2025 and has held it in 5 quarters since.
  • Davis Rea's Unilever position peaked at $3.39M in Q2 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Davis Rea's 13F filing for Q1 2026, filed 30 Apr 2026.