Empire Financial Management Company’s Unilever UL Stock Holding History

Empire Financial Management Company’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	$401K	Sell	7,040 -5,888	-46%	-$395K	0.09%	169
2025 Q4	$845K	Sell	12,928 -2	-0%	-$134	0.18%	118
2025 Q3	$862K	Hold	12,930	–	–	0.2%	118
2025 Q2	$890K	Hold	12,930	–	–	0.26%	106
2025 Q1	$866K	Sell	12,930 -9,568	-43%	-$617K	0.27%	101
2024 Q4	$1.44M	Buy	22,498 +18,457	+457%	+$1.25M	0.45%	68
2024 Q3	$295K	Sell	4,041 -889	-18%	-$61.5K	0.09%	176
2024 Q2	$305K	Buy	4,930 +889	+22%	+$52.5K	0.1%	169
2024 Q1	$228K	Hold	4,041	–	–	0.08%	195
2023 Q4	$220K	Sell	4,041 -79	-2%	-$4.26K	0.09%	185
2023 Q3	$229K	Sell	4,120 -52	-1%	-$3K	0.1%	179
2023 Q2	$245K	Sell	4,172 -488	-10%	-$29K	0.1%	179
2023 Q1	$272K	Buy	+4,660	New	+$265K	0.11%	170

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

Empire Financial Management Company's UL Position: Q1 2026 in Review

Empire Financial Management Company reduced its Unilever (UL) stake by 46% in Q1 2026, selling an estimated $395K and leaving 7,040 shares worth $401K. The position accounts for 0.09% of the portfolio, ranked #169.

Empire Financial Management Company first reported a position in UL in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.44M in Q4 2024. 1,167 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Empire Financial Management Company held 7,040 shares of Unilever worth $401K as of Q1 2026.
Empire Financial Management Company sold 5,888 Unilever shares in Q1 2026, an estimated $395K.
Unilever made up 0.09% of Empire Financial Management Company's portfolio in Q1 2026, its #169 holding.
Empire Financial Management Company first reported a position in Unilever in Q1 2023 and has held it in 13 quarters since.
Empire Financial Management Company's Unilever position peaked at $1.44M in Q4 2024.
1,167 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.