Financial Avengers’s Unilever UL Stock Holding History

Financial Avengers’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	$30.6K	Hold	537	–	–	0.01%	75
2025 Q4	$35.1K	Buy	537 +1	+0.2%	+$67	0.01%	72
2025 Q3	$35.8K	Buy	536 +3	+0.6%	+$207	0.02%	73
2025 Q2	$36.7K	Buy	533 +2	+0.4%	+$140	0.02%	70
2025 Q1	$35.5K	Buy	531 +3	+0.6%	+$194	0.02%	72
2024 Q4	$33.7K	Buy	528 +3	+0.6%	+$203	0.02%	73
2024 Q3	$38.4K	Buy	525 +2	+0.4%	+$138	0.02%	72
2024 Q2	$32.3K	Buy	523 +3	+0.6%	+$177	0.02%	74
2024 Q1	$29.1K	Buy	520 +4	+0.8%	+$222	0.02%	76
2023 Q4	$28.2K	Buy	516 +3	+0.6%	+$162	0.02%	78
2023 Q3	$28.5K	Buy	513 +335	+188%	+$19.4K	0.02%	80
2023 Q2	$10.4K	Hold	178	–	–	0.01%	106
2023 Q1	$10.4K	Hold	178	–	–	0.01%	107
2022 Q4	$10.1K	Hold	178	–	–	0.01%	104
2022 Q3	$9K	Hold	178	–	–	0.01%	104
2022 Q2	$9K	Hold	178	–	–	0.01%	114
2022 Q1	$9K	Hold	178	–	–	0.01%	120
2021 Q4	$11K	Hold	178	–	–	0.01%	120
2021 Q3	$11K	Hold	178	–	–	0.01%	114
2021 Q2	$12K	Hold	178	–	–	0.01%	115
2021 Q1	$11K	Hold	178	–	–	0.01%	116
2020 Q4	$12K	Buy	+178	New	+$12.1K	0.01%	107

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

Financial Avengers's UL Position: Q1 2026 in Review

Financial Avengers held its Unilever (UL) position steady in Q1 2026 at 537 shares worth $30.6K. The position accounts for 0.01% of the portfolio, ranked #75.

Financial Avengers first reported a position in UL in Q4 2020 and has held it in 22 quarters since. The position peaked at $38.4K in Q3 2024. 1,169 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Financial Avengers held 537 shares of Unilever worth $30.6K as of Q1 2026.
Financial Avengers left its Unilever share count unchanged in Q1 2026.
Unilever made up 0.01% of Financial Avengers's portfolio in Q1 2026, its #75 holding.
Financial Avengers first reported a position in Unilever in Q4 2020 and has held it in 22 quarters since.
Financial Avengers's Unilever position peaked at $38.4K in Q3 2024.
1,169 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Financial Avengers's 13F filing for Q1 2026, filed 19 May 2026.