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First Affirmative Financial Network’s Unilever UL Stock Holding History

First Affirmative Financial Network’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 		$1.13M Buy
+19,862
New +$1.33M 0.44% 43
2025
Q3 		$1.08M Buy
16,221
+858
+6% +$59.2K 0.51% 35
2025
Q2 		$1.06M Sell
15,363
-305
-2% -$21.4K 0.54% 36
2025
Q1 		$1.05M Sell
15,668
-825
-5% -$53.2K 0.64% 29
2024
Q4 		$1.05M Buy
16,493
+690
+4% +$46.6K 0.61% 34
2024
Q3 		$1.15M Buy
15,803
+63
+0.4% +$4.36K 0.63% 30
2024
Q2 		$974K Buy
15,740
+888
+6% +$52.5K 0.68% 26
2024
Q1 		$839K Buy
14,852
+298
+2% +$16.5K 0.62% 28
2023
Q4 		$794K Buy
14,554
+991
+7% +$53.5K 0.63% 31
2023
Q3 		$754K Buy
13,563
+1,392
+11% +$80.5K 0.74% 22
2023
Q2 		$714K Buy
12,171
+1,663
+16% +$98.8K 0.71% 22
2023
Q1 		$614K Buy
10,508
+648
+7% +$36.8K 0.71% 25
2022
Q4 		$559K Buy
9,860
+787
+9% +$42.1K 0.68% 26
2022
Q3 		$447K Buy
9,073
+780
+9% +$40.8K 0.57% 38
2022
Q2 		$428K Buy
8,293
+342
+4% +$17.4K 0.49% 52
2022
Q1 		$408K Buy
7,951
+1,628
+26% +$90.6K 0.39% 69
2021
Q4 		$383K Buy
6,323
+55
+0.9% +$3.27K 0.35% 78
2021
Q3 		$382K Buy
+6,268
New +$399K 0.39% 67

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

First Affirmative Financial Network's UL Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Unilever (UL) in Q1 2026: 19,862 shares worth $1.13M. The stake represents 0.44% of the portfolio and ranks #43 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in UL as recently as Q3 2025.

First Affirmative Financial Network first reported a position in UL in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.15M in Q3 2024. 1,167 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • First Affirmative Financial Network held 19,862 shares of Unilever worth $1.13M as of Q1 2026.
  • Unilever was a new First Affirmative Financial Network position in Q1 2026.
  • Unilever made up 0.44% of First Affirmative Financial Network's portfolio in Q1 2026, its #43 holding.
  • First Affirmative Financial Network first reported a position in Unilever in Q3 2021 and has held it in 18 quarters since.
  • First Affirmative Financial Network's Unilever position peaked at $1.15M in Q3 2024.
  • 1,167 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.