DGS Capital Management’s Unilever UL Stock Holding History

DGS Capital 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	$220K	Sell	3,869 -32	-0.8%	-$2.15K	0.04%	527
2025 Q4	$255K	Sell	3,901 -200	-5%	-$13.4K	0.04%	374
2025 Q3	$274K	Sell	4,101 -1,136	-22%	-$78.4K	0.05%	302
2025 Q2	$360K	Buy	5,237 +331	+7%	+$23.2K	0.07%	211
2025 Q1	$329K	Buy	4,906 +775	+19%	+$50K	0.09%	212
2024 Q4	$263K	Buy	4,131 +1,059	+34%	+$71.5K	0.07%	242
2024 Q3	$225K	Buy	+3,072	New	+$212K	0.06%	255
2024 Q1	–	Sell	-4,115	Closed	-$224K	–	311
2023 Q4	$224K	Sell	4,115 -1,625	-28%	-$87.7K	0.09%	208
2023 Q3	$319K	Sell	5,740 -335	-6%	-$19.4K	0.16%	142
2023 Q2	$356K	Buy	6,075 +38	+0.6%	+$2.26K	0.18%	133
2023 Q1	$353K	Sell	6,037 -426	-7%	-$24.2K	0.2%	120
2022 Q4	$366K	Sell	6,463 -1,170	-15%	-$62.6K	0.24%	103
2022 Q3	$376K	Buy	7,633 +774	+11%	+$40.4K	0.25%	88
2022 Q2	$354K	Buy	+6,859	New	+$349K	0.29%	83

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

DGS Capital Management's UL Position: Q1 2026 in Review

DGS Capital Management reduced its Unilever (UL) stake by 0.82% in Q1 2026, selling an estimated $2.15K and leaving 3,869 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #527.

DGS Capital Management first reported a position in UL in Q2 2022 and has held it in 14 quarters since. The position peaked at $376K in Q3 2022. 1,173 funds tracked by Wall St. Rank hold UL as of Q1 2026.

DGS Capital Management held 3,869 shares of Unilever worth $220K as of Q1 2026.
DGS Capital Management sold 32 Unilever shares in Q1 2026, an estimated $2.15K.
Unilever made up 0.04% of DGS Capital Management's portfolio in Q1 2026, its #527 holding.
DGS Capital Management first reported a position in Unilever in Q2 2022 and has held it in 14 quarters since.
DGS Capital Management's Unilever position peaked at $376K in Q3 2022.
1,173 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.