Financial Gravity Asset Management’s Unilever UL Stock Holding History

Financial Gravity Asset Management’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	$2.24M	Buy	39,298 +807	+2%	+$54.1K	0.4%	59
2025 Q4	$2.52M	Buy	38,491 +2,792	+8%	+$188K	0.48%	53
2025 Q3	$2.38M	Buy	+35,699	New	+$2.46M	0.47%	51
2025 Q1	$2.15M	Buy	+32,101	New	+$2.07M	0.47%	57
2024 Q2	$1.96M	Buy	31,642 +3,747	+13%	+$221K	0.49%	54
2024 Q1	$1.52M	Buy	27,895 +1	+0%	+$55	0.43%	62
2023 Q4	$1.52M	Buy	+27,894	New	+$1.5M	0.43%	62
2021 Q3	–	Hold	0	–	–	–	539
2021 Q2	–	Hold	0	–	–	–	516
2020 Q4	$0	Buy	+1	New	+$68	﹤0.01%	664
2019 Q4	$69K	Sell	232 -6	-3%	-$399	0.05%	487
2019 Q3	$16K	Sell	238 -28	-11%	-$1.94K	0.01%	513
2019 Q2	$19K	Buy	266 +102	+62%	+$6.92K	0.02%	490
2019 Q1	$11K	Buy	+164	New	+$9.99K	0.01%	541
2018 Q3	$11K	Buy	181 +29	+19%	+$1.83K	0.01%	564
2018 Q2	$9K	Sell	152 -16	-10%	-$994	0.01%	601
2018 Q1	$10K	Buy	+168	New	+$10.2K	0.01%	591

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Gravity Asset Management's UL Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Unilever (UL) stake by 2.1% in Q1 2026, buying an estimated $54.1K and bringing the position to 39,298 shares worth $2.24M. The position accounts for 0.4% of the portfolio, ranked #59.

Financial Gravity Asset Management first reported a position in UL in Q1 2018 and has held it in 15 quarters since. The position peaked at $2.52M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Financial Gravity Asset Management held 39,298 shares of Unilever worth $2.24M as of Q1 2026.
Financial Gravity Asset Management bought 807 Unilever shares in Q1 2026, an estimated $54.1K.
Unilever made up 0.4% of Financial Gravity Asset Management's portfolio in Q1 2026, its #59 holding.
Financial Gravity Asset Management first reported a position in Unilever in Q1 2018 and has held it in 15 quarters since.
Financial Gravity Asset Management's Unilever position peaked at $2.52M in Q4 2025.
1,174 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.