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Flagship Wealth Advisors’s Unilever UL Stock Holding History

Flagship Wealth Advisors’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 		$65.5K Buy
1,071
+107
+11% +$7.17K 0.03% 174
2025
Q4 		$63K Hold
964
– – 0.02% 201
2025
Q3 		$64.3K Buy
964
+12
+1% +$828 0.02% 201
2025
Q2 		$65.5K Hold
952
– – 0.02% 186
2025
Q1 		$63.8K Hold
952
– – 0.03% 186
2024
Q4 		$60.7K Buy
+952
New +$64.3K 0.04% 174

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

Flagship Wealth Advisors's UL Position: Q1 2026 in Review

Flagship Wealth Advisors increased its Unilever (UL) stake by 11% in Q1 2026, buying an estimated $7.17K and bringing the position to 1,071 shares worth $65.5K. The position accounts for 0.03% of the portfolio, ranked #174.

Flagship Wealth Advisors first reported a position in UL in Q4 2024 and has held it in 6 quarters since. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Flagship Wealth Advisors held 1,071 shares of Unilever worth $65.5K as of Q1 2026.
  • Flagship Wealth Advisors bought 107 Unilever shares in Q1 2026, an estimated $7.17K.
  • Unilever made up 0.03% of Flagship Wealth Advisors's portfolio in Q1 2026, its #174 holding.
  • Flagship Wealth Advisors first reported a position in Unilever in Q4 2024 and has held it in 6 quarters since.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.