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Fiduciary Group’s Unilever UL Stock Holding History

Fiduciary Group’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 		– Sell
-3,440
Closed -$225K – 307
2025
Q4 		$225K Sell
3,440
-111
-3% -$7.46K 0.02% 280
2025
Q3 		$237K Hold
3,551
– – 0.02% 272
2025
Q2 		$244K Hold
3,551
– – 0.02% 260
2025
Q1 		$238K Sell
3,551
-124
-3% -$8K 0.02% 256
2024
Q4 		$234K Sell
3,675
-666
-15% -$45K 0.02% 252
2024
Q3 		$317K Sell
4,341
-332
-7% -$22.9K 0.03% 231
2024
Q2 		$289K Sell
4,673
-567
-11% -$33.5K 0.03% 233
2024
Q1 		$296K Sell
5,240
-254
-5% -$14.1K 0.03% 230
2023
Q4 		$300K Sell
5,494
-3,441
-39% -$186K 0.04% 223
2023
Q3 		$497K Sell
8,935
-880
-9% -$50.9K 0.06% 166
2023
Q2 		$576K Buy
9,815
+1,159
+13% +$68.8K 0.07% 151
2023
Q1 		$506K Sell
8,656
-599
-6% -$34K 0.07% 155
2022
Q4 		$524K Buy
9,255
+5,119
+124% +$274K 0.07% 153
2022
Q3 		$221K Buy
+4,136
New +$216K 0.03% 222
2021
Q3 		– Sell
-3,327
Closed -$215K – 240
2021
Q2 		$215K Hold
3,327
– – 0.02% 228
2021
Q1 		$220K Hold
3,327
– – 0.03% 216
2020
Q4 		$203K Buy
+3,327
New +$226K 0.03% 210

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

Fiduciary Group's UL Position: Q1 2026 in Review

Fiduciary Group sold out of Unilever (UL) in Q1 2026, closing a stake of 3,440 shares — an estimated $225K sold.

Fiduciary Group first reported a position in UL in Q4 2020 and held it in 17 quarters. The position peaked at $576K in Q2 2023. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Fiduciary Group reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • Fiduciary Group sold 3,440 Unilever shares in Q1 2026, an estimated $225K.
  • Fiduciary Group first reported a position in Unilever in Q4 2020 and held it in 17 quarters.
  • Fiduciary Group's Unilever position peaked at $576K in Q2 2023.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.