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Dorsey & Whitney Trust’s Unilever UL Stock Holding History

Dorsey & Whitney Trust’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 		$992K Sell
17,414
-93
-0.5% -$6.23K 0.05% 292
2025
Q4 		$1.14M Buy
17,507
+1,142
+7% +$76.8K 0.06% 260
2025
Q3 		$1.09M Sell
16,365
-329
-2% -$22.7K 0.06% 264
2025
Q2 		$1.15M Sell
16,694
-2,320
-12% -$163K 0.06% 250
2025
Q1 		$1.27M Sell
19,014
-1,317
-6% -$85K 0.07% 229
2024
Q4 		$1.3M Buy
20,331
+343
+2% +$23.2K 0.07% 215
2024
Q3 		$1.46M Buy
19,988
+1,704
+9% +$118K 0.08% 205
2024
Q2 		$1.13M Buy
18,284
+369
+2% +$21.8K 0.08% 206
2024
Q1 		$1.01M Buy
17,915
+251
+1% +$13.9K 0.07% 218
2023
Q4 		$963K Sell
17,664
-4,922
-22% -$266K 0.07% 216
2023
Q3 		$1.26M Buy
22,586
+123
+0.5% +$7.11K 0.11% 169
2023
Q2 		$1.32M Buy
22,463
+959
+4% +$56.9K 0.11% 179
2023
Q1 		$1.26M Sell
21,504
-1,725
-7% -$98K 0.11% 169
2022
Q4 		$1.32M Sell
23,229
-1,291
-5% -$69.1K 0.13% 153
2022
Q3 		$1.21M Buy
24,520
+2,236
+10% +$117K 0.13% 159
2022
Q2 		$1.15M Buy
22,284
+5,492
+33% +$280K 0.12% 166
2022
Q1 		$861K Buy
16,792
+2,276
+16% +$127K 0.08% 224
2021
Q4 		$879K Buy
14,516
+1,436
+11% +$85.3K 0.07% 217
2021
Q3 		$799K Buy
13,080
+179
+1% +$11.4K 0.07% 218
2021
Q2 		$849K Buy
12,901
+465
+4% +$30.9K 0.08% 204
2021
Q1 		$781K Buy
12,436
+1,472
+13% +$93.7K 0.08% 215
2020
Q4 		$744K Buy
10,964
+7,800
+247% +$529K 0.09% 201
2020
Q3 		$219K Buy
+3,164
New +$211K 0.03% 375

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

Dorsey & Whitney Trust's UL Position: Q1 2026 in Review

Dorsey & Whitney Trust reduced its Unilever (UL) stake by 0.53% in Q1 2026, selling an estimated $6.23K and leaving 17,414 shares worth $992K. The position accounts for 0.05% of the portfolio, ranked #292.

Dorsey & Whitney Trust first reported a position in UL in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.46M in Q3 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Dorsey & Whitney Trust held 17,414 shares of Unilever worth $992K as of Q1 2026.
  • Dorsey & Whitney Trust sold 93 Unilever shares in Q1 2026, an estimated $6.23K.
  • Unilever made up 0.05% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #292 holding.
  • Dorsey & Whitney Trust first reported a position in Unilever in Q3 2020 and has held it in 23 quarters since.
  • Dorsey & Whitney Trust's Unilever position peaked at $1.46M in Q3 2024.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.