Drexel Morgan & Co’s Unilever UL Stock Holding History

Drexel Morgan & Co’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	$1.59M	Hold	27,881	–	–	0.23%	39
2025 Q4	$1.82M	Sell	27,881 -5	-0%	-$336	0.29%	36
2025 Q3	$1.86M	Hold	27,886	–	–	0.29%	33
2025 Q2	$1.92M	Hold	27,886	–	–	0.34%	31
2025 Q1	$1.87M	Hold	27,886	–	–	0.39%	31
2024 Q4	$1.78M	Hold	27,886	–	–	0.37%	32
2024 Q3	$2.04M	Hold	27,886	–	–	0.38%	31
2024 Q2	$1.73M	Sell	27,886 -311	-1%	-$18.4K	0.37%	32
2024 Q1	$1.59M	Hold	28,197	–	–	0.33%	33
2023 Q4	$1.54M	Buy	28,197 +311	+1%	+$16.8K	0.36%	30
2023 Q3	$1.55M	Hold	27,886	–	–	0.42%	29
2023 Q2	$1.64M	Buy	27,886 +1,066	+4%	+$63.3K	0.42%	31
2023 Q1	$1.57M	Hold	26,820	–	–	0.39%	32
2022 Q4	$1.52M	Hold	26,820	–	–	0.31%	32
2022 Q3	$1.32M	Hold	26,820	–	–	0.32%	32
2022 Q2	$1.38M	Buy	26,820 +855	+3%	+$43.5K	0.38%	32
2022 Q1	$1.33M	Hold	25,965	–	–	0.39%	31
2021 Q4	$1.57M	Hold	25,965	–	–	0.45%	32
2021 Q3	$1.58M	Hold	25,965	–	–	0.51%	31
2021 Q2	$1.71M	Hold	25,965	–	–	0.5%	34
2021 Q1	$1.63M	Hold	25,965	–	–	0.41%	41
2020 Q4	$1.76M	Hold	25,965	–	–	0.48%	39
2020 Q3	$1.8M	Sell	25,965 -35	-0.1%	-$2.33K	0.63%	40
2020 Q2	$1.61M	Buy	26,000 +54	+0.2%	+$3.23K	0.61%	41
2020 Q1	$1.48M	Buy	25,946 +10,541	+68%	+$661K	0.57%	38
2019 Q4	$991K	Sell	15,405 -4,711	-23%	-$313K	0.74%	40
2019 Q3	$1.36M	Hold	20,116	–	–	1.05%	35
2019 Q2	$1.4M	Buy	20,116 +858	+4%	+$58.2K	1.08%	36
2019 Q1	$1.25M	Hold	19,258	–	–	1.11%	35
2018 Q4	$1.13M	Buy	19,258 +835	+5%	+$50.3K	1.13%	35
2018 Q3	$1.14M	Buy	18,423 +244	+1%	+$15.4K	1%	38
2018 Q2	$1.13M	Buy	18,179 +287	+2%	+$17.8K	1.13%	37
2018 Q1	$1.12M	Buy	17,892 +187	+1%	+$11.4K	1.17%	37
2017 Q4	$1.1M	Buy	17,705 +326	+2%	+$20.7K	1.07%	37
2017 Q3	$1.13M	Sell	17,379 -568	-3%	-$36.5K	1.16%	37
2017 Q2	$1.09M	Buy	17,947 +362	+2%	+$21.6K	1.12%	37
2017 Q1	$976K	Sell	17,585 -131	-0.7%	-$6.63K	1.08%	37
2016 Q4	$811K	Hold	17,716	–	–	0.96%	36
2016 Q3	$945K	Hold	17,716	–	–	1.05%	37
2016 Q2	$955K	Sell	17,716 -39	-0.2%	-$2K	1.08%	36
2016 Q1	$902K	Buy	17,755 +231	+1%	+$11.2K	1.06%	40
2015 Q4	$850K	Buy	17,524 +199	+1%	+$9.71K	0.94%	41
2015 Q3	$795K	Buy	17,325 +1,738	+11%	+$83.1K	1.03%	35
2015 Q2	$753K	Buy	15,587 +325	+2%	+$16.1K	0.89%	40
2015 Q1	$716K	Buy	15,262 +219	+1%	+$10.5K	0.76%	42
2014 Q4	$685K	Hold	15,043	–	–	0.77%	42
2014 Q3	$709K	Buy	15,043 +557	+4%	+$27.5K	0.86%	40
2014 Q2	$738K	Buy	14,486 +475	+3%	+$23.8K	0.89%	36
2014 Q1	$674K	Hold	14,011	–	–	0.85%	39
2013 Q4	$649K	Buy	14,011 +859	+7%	+$38.4K	0.88%	39
2013 Q3	$571K	Buy	+13,152	New	+$597K	0.78%	42

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Drexel Morgan & Co's UL Position: Q1 2026 in Review

Drexel Morgan & Co held its Unilever (UL) position steady in Q1 2026 at 27,881 shares worth $1.59M. The position accounts for 0.23% of the portfolio, ranked #39.

Drexel Morgan & Co first reported a position in UL in Q3 2013 and has held it in 51 quarters since. The position peaked at $2.04M in Q3 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Drexel Morgan & Co held 27,881 shares of Unilever worth $1.59M as of Q1 2026.
Drexel Morgan & Co left its Unilever share count unchanged in Q1 2026.
Unilever made up 0.23% of Drexel Morgan & Co's portfolio in Q1 2026, its #39 holding.
Drexel Morgan & Co first reported a position in Unilever in Q3 2013 and has held it in 51 quarters since.
Drexel Morgan & Co's Unilever position peaked at $2.04M in Q3 2024.
1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Drexel Morgan & Co's 13F filing for Q1 2026, filed 11 May 2026.