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Eagle Bay Advisors’s Unilever UL Stock Holding History

Eagle Bay Advisors’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
2021
Q4 		– Sell
-1,658
Closed -$102K – 1266
2021
Q3 		$102K Buy
+1,658
New +$106K 0.06% 237

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GQG Partners
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Morgan Stanley
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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

Eagle Bay Advisors's UL Position: Q1 2026 in Review

Eagle Bay Advisors reduced its Unilever (UL) stake by 3.2% in Q1 2026, selling an estimated $9.99K and leaving 4,561 shares worth $262K. The position accounts for 0.23% of the portfolio, ranked #96.

Eagle Bay Advisors first reported a position in UL in Q2 2021 and has held it in 19 quarters since. The position peaked at $365K in Q3 2024. 1,168 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Eagle Bay Advisors held 4,561 shares of Unilever worth $262K as of Q1 2026.
  • Eagle Bay Advisors sold 149 Unilever shares in Q1 2026, an estimated $9.99K.
  • Unilever made up 0.23% of Eagle Bay Advisors's portfolio in Q1 2026, its #96 holding.
  • Eagle Bay Advisors first reported a position in Unilever in Q2 2021 and has held it in 19 quarters since.
  • Eagle Bay Advisors's Unilever position peaked at $365K in Q3 2024.
  • 1,168 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Eagle Bay Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.