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Eley Financial Management’s Unilever UL Stock Holding History

Eley Financial 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 		$1.06M Buy
18,606
+324
+2% +$21.7K 0.38% 53
2025
Q4 		$1.2M Buy
18,282
+203
+1% +$13.6K 0.43% 50
2025
Q3 		$1.21M Buy
18,079
+11
+0.1% +$759 0.43% 50
2025
Q2 		$1.24M Buy
18,068
+223
+1% +$15.6K 0.48% 49
2025
Q1 		$1.2M Buy
17,845
+129
+0.7% +$8.32K 0.48% 49
2024
Q4 		$1.13M Buy
17,716
+200
+1% +$13.5K 0.44% 50
2024
Q3 		$1.28M Sell
17,516
-176
-1% -$12.2K 0.52% 48
2024
Q2 		$1.09M Buy
17,692
+158
+0.9% +$9.34K 0.46% 52
2024
Q1 		$990K Sell
17,534
-86
-0.5% -$4.76K 0.43% 55
2023
Q4 		$961K Buy
17,620
+145
+0.8% +$7.82K 0.45% 54
2023
Q3 		$967K Buy
+17,475
New +$1.01M 0.49% 52

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

Eley Financial Management's UL Position: Q1 2026 in Review

Eley Financial Management increased its Unilever (UL) stake by 1.8% in Q1 2026, buying an estimated $21.7K and bringing the position to 18,606 shares worth $1.06M. The position accounts for 0.38% of the portfolio, ranked #53.

Eley Financial Management first reported a position in UL in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.28M in Q3 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Eley Financial Management held 18,606 shares of Unilever worth $1.06M as of Q1 2026.
  • Eley Financial Management bought 324 Unilever shares in Q1 2026, an estimated $21.7K.
  • Unilever made up 0.38% of Eley Financial Management's portfolio in Q1 2026, its #53 holding.
  • Eley Financial Management first reported a position in Unilever in Q3 2023 and has held it in 11 quarters since.
  • Eley Financial Management's Unilever position peaked at $1.28M in Q3 2024.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Eley Financial Management's 13F filing for Q1 2026, filed 15 May 2026.