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Financial Consulate’s Unilever UL Stock Holding History

Financial Consulate’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 		$16.9K Buy
296
+208
+236% +$13.9K ﹤0.01% 518
2025
Q4 		$5.76K Sell
88
-11
-11% -$739 ﹤0.01% 715
2025
Q3 		$6.6K Buy
+99
New +$6.83K ﹤0.01% 613

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

Financial Consulate's UL Position: Q1 2026 in Review

Financial Consulate increased its Unilever (UL) stake by 236% in Q1 2026, buying an estimated $13.9K and bringing the position to 296 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Financial Consulate first reported a position in UL in Q3 2025 and has held it in 3 quarters since. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Financial Consulate held 296 shares of Unilever worth $16.9K as of Q1 2026.
  • Financial Consulate bought 208 Unilever shares in Q1 2026, an estimated $13.9K.
  • Unilever made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #518 holding.
  • Financial Consulate first reported a position in Unilever in Q3 2025 and has held it in 3 quarters since.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.