FDx Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $285K | Buy |
5,005
+944
| +23% | +$63.3K | 0.09% | 143 |
|
|
2025
Q4 | $266K | Buy |
4,061
+178
| +5% | +$12K | 0.14% | 79 |
|
|
2025
Q3 | $263K | Buy |
+3,883
| New | +$268K | 0.08% | 149 |
|
|
2024
Q2 | – | Sell |
-7,980
| Closed | -$451K | – | 346 |
|
|
2024
Q1 | $451K | Sell |
7,980
-10,077
| -56% | -$558K | 0.07% | 217 |
|
|
2023
Q4 | $985K | Sell |
18,057
-1,240
| -6% | -$66.9K | 0.08% | 263 |
|
|
2023
Q3 | $1.07M | Sell |
19,297
-13,617
| -41% | -$787K | 0.09% | 207 |
|
|
2023
Q2 | $1.93M | Sell |
32,914
-35,335
| -52% | -$2.1M | 0.11% | 193 |
|
|
2023
Q1 | $3.87M | Hold |
68,249
| – | – | 0.17% | 126 |
|
|
2022
Q4 | $3.87M | Sell |
68,249
-1,672
| -2% | -$89.5K | 0.17% | 126 |
|
|
2022
Q3 | $3.45M | Sell |
69,921
-1,395
| -2% | -$72.9K | 0.15% | 133 |
|
|
2022
Q2 | $3.68M | Sell |
71,316
-579
| -0.8% | -$29.5K | 0.14% | 141 |
|
|
2022
Q1 | $3.69M | Sell |
71,895
-17,057
| -19% | -$949K | 0.12% | 138 |
|
|
2021
Q4 | $5.38M | Buy |
88,952
+3,600
| +4% | +$214K | 0.15% | 122 |
|
|
2021
Q3 | $5.21M | Buy |
85,352
+8,324
| +11% | +$530K | 0.17% | 112 |
|
|
2021
Q2 | $5.07M | Buy |
77,028
+10,384
| +16% | +$690K | 0.17% | 111 |
|
|
2021
Q1 | $4.19M | Buy |
66,644
+13,523
| +25% | +$861K | 0.16% | 120 |
|
|
2020
Q4 | $3.61M | Buy |
53,121
+32,453
| +157% | +$2.2M | 0.15% | 118 |
|
|
2020
Q3 | $1.43M | Sell |
20,668
-1,831
| -8% | -$122K | 0.07% | 185 |
|
|
2020
Q2 | $1.39M | Buy |
22,499
+1,829
| +9% | +$109K | 0.07% | 182 |
|
|
2020
Q1 | $1.18M | Buy |
20,670
+1,120
| +6% | +$70.3K | 0.08% | 182 |
|
|
2019
Q4 | $1.26M | Buy |
19,550
+185
| +1% | +$12.3K | 0.07% | 198 |
|
|
2019
Q3 | $1.31M | Sell |
19,365
-16,290
| -46% | -$1.13M | 0.09% | 183 |
|
|
2019
Q2 | $2.49M | Sell |
35,655
-1,298
| -4% | -$88.1K | 0.1% | 169 |
|
|
2019
Q1 | $2.4M | Buy |
36,953
+17,838
| +93% | +$1.09M | 0.1% | 158 |
|
|
2018
Q4 | $1.12M | Sell |
19,115
-18,649
| -49% | -$1.12M | 0.09% | 167 |
|
|
2018
Q3 | $2.33M | Sell |
37,764
-2,742
| -7% | -$173K | 0.09% | 178 |
|
|
2018
Q2 | $2.52M | Buy |
40,506
+877
| +2% | +$54.5K | 0.09% | 181 |
|
|
2018
Q1 | $2.48M | Buy |
39,629
+905
| +2% | +$55.1K | 0.07% | 239 |
|
|
2017
Q4 | $2.41M | Buy |
38,724
+7,995
| +26% | +$507K | 0.07% | 260 |
|
|
2017
Q3 | $2M | Buy |
30,729
+7,773
| +34% | +$500K | 0.06% | 314 |
|
|
2017
Q2 | $1.4M | Buy |
22,956
+3,461
| +18% | +$206K | 0.04% | 422 |
|
|
2017
Q1 | $1.08M | Sell |
19,495
-27,876
| -59% | -$1.41M | 0.03% | 503 |
|
|
2016
Q4 | $2.17M | Sell |
47,371
-1,953
| -4% | -$91K | 0.06% | 266 |
|
|
2016
Q3 | $2.63M | Buy |
49,324
+3,678
| +8% | +$194K | 0.11% | 152 |
|
|
2016
Q2 | $2.46M | Buy |
45,646
+1,357
| +3% | +$69.7K | 0.11% | 168 |
|
|
2016
Q1 | $2.25M | Buy |
44,289
+3,383
| +8% | +$165K | 0.1% | 176 |
|
|
2015
Q4 | $1.98M | Buy |
40,906
+34,160
| +506% | +$1.67M | 0.09% | 190 |
|
|
2015
Q3 | $309K | Sell |
6,746
-6,918
| -51% | -$331K | 0.03% | 613 |
|
|
2015
Q2 | $660K | Buy |
13,664
+242
| +2% | +$12K | 0.03% | 481 |
|
|
2015
Q1 | $628K | Buy |
13,422
+7,854
| +141% | +$376K | 0.01% | 824 |
|
|
2014
Q4 | $254K | Buy |
+5,568
| New | +$255K | 0.02% | 780 |
|
Other funds holding UL
FDx Advisors's UL Position: Q1 2026 in Review
FDx Advisors increased its Unilever (UL) stake by 23% in Q1 2026, buying an estimated $63.3K and bringing the position to 5,005 shares worth $285K. The position accounts for 0.09% of the portfolio, ranked #143.
FDx Advisors first reported a position in UL in Q4 2014 and has held it in 41 quarters since. The position peaked at $5.38M in Q4 2021. 1,169 funds tracked by Wall St. Rank hold UL as of Q1 2026.
- FDx Advisors held 5,005 shares of Unilever worth $285K as of Q1 2026.
- FDx Advisors bought 944 Unilever shares in Q1 2026, an estimated $63.3K.
- Unilever made up 0.09% of FDx Advisors's portfolio in Q1 2026, its #143 holding.
- FDx Advisors first reported a position in Unilever in Q4 2014 and has held it in 41 quarters since.
- FDx Advisors's Unilever position peaked at $5.38M in Q4 2021.
- 1,169 funds tracked by Wall St. Rank held Unilever as of Q1 2026.
Based on FDx Advisors's 13F filing for Q1 2026, filed 1 May 2026.