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Ellevest Inc’s Unilever UL Stock Holding History

Ellevest Inc’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 		$896K Buy
15,725
+3,829
+32% +$257K 0.12% 119
2025
Q4 		$778K Sell
11,896
-2,234
-16% -$150K 0.11% 136
2025
Q3 		$942K Sell
14,130
-3,299
-19% -$228K 0.13% 110
2025
Q2 		$1.2M Sell
17,429
-4,492
-20% -$315K 0.19% 77
2025
Q1 		$1.47M Sell
21,921
-3,844
-15% -$248K 0.1% 72
2024
Q4 		$1.64M Sell
25,765
-1,087
-4% -$73.4K 0.09% 68
2024
Q3 		$1.96M Buy
26,852
+2,144
+9% +$148K 0.11% 61
2024
Q2 		$1.53M Buy
24,708
+4,323
+21% +$255K 0.09% 67
2024
Q1 		$1.15M Buy
20,385
+7,495
+58% +$415K 0.07% 83
2023
Q4 		$703K Sell
12,890
-1,117
-8% -$60.3K 0.05% 125
2023
Q3 		$778K Buy
+14,007
New +$810K 0.06% 84
2023
Q2 		– Sell
-1,599
Closed -$93.4K – 1551
2023
Q1 		$93.4K Sell
1,599
-35
-2% -$1.99K 0.01% 464
2022
Q4 		$92.5K Sell
1,634
-98
-6% -$5.25K 0.01% 457
2022
Q3 		$85K Buy
1,732
+147
+9% +$7.68K 0.01% 455
2022
Q2 		$82K Sell
1,585
-287
-15% -$14.6K 0.01% 455
2022
Q1 		$96K Buy
1,872
+963
+106% +$53.6K 0.01% 414
2021
Q4 		$55K Sell
909
-7,367
-89% -$438K ﹤0.01% 494
2021
Q3 		$505K Buy
8,276
+7,024
+561% +$448K 0.05% 91
2021
Q2 		$82K Sell
1,252
-2,721
-68% -$181K 0.01% 397
2021
Q1 		$250K Buy
3,973
+1,536
+63% +$97.8K 0.03% 168
2020
Q4 		$166K Buy
2,437
+760
+45% +$51.6K 0.02% 198
2020
Q3 		$116K Buy
1,677
+505
+43% +$33.7K 0.02% 223
2020
Q2 		$72K Buy
1,172
+271
+30% +$16.2K 0.02% 297
2020
Q1 		$51K Buy
901
+384
+74% +$24.1K 0.01% 226
2019
Q4 		$33K Buy
+517
New +$34.3K 0.01% 300

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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

Ellevest Inc's UL Position: Q1 2026 in Review

Ellevest Inc increased its Unilever (UL) stake by 32% in Q1 2026, buying an estimated $257K and bringing the position to 15,725 shares worth $896K. The position accounts for 0.12% of the portfolio, ranked #119.

Ellevest Inc first reported a position in UL in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.96M in Q3 2024. 1,168 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Ellevest Inc held 15,725 shares of Unilever worth $896K as of Q1 2026.
  • Ellevest Inc bought 3,829 Unilever shares in Q1 2026, an estimated $257K.
  • Unilever made up 0.12% of Ellevest Inc's portfolio in Q1 2026, its #119 holding.
  • Ellevest Inc first reported a position in Unilever in Q4 2019 and has held it in 25 quarters since.
  • Ellevest Inc's Unilever position peaked at $1.96M in Q3 2024.
  • 1,168 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.