Focus Partners Advisor Solutions’s Unilever UL Stock Holding History

Focus Partners Advisor Solutions’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	$541K	Sell	9,501 -1,002	-10%	-$67.2K	0.01%	758
2025 Q4	$687K	Buy	10,503 +417	+4%	+$28K	0.01%	611
2025 Q3	$678K	Sell	10,086 -265	-3%	-$18.3K	0.01%	651
2025 Q2	$712K	Sell	10,351 -287	-3%	-$20.1K	0.01%	550
2025 Q1	$713K	Buy	10,638 +3,991	+60%	+$257K	0.01%	478
2024 Q4	$424K	Buy	6,647 +2,085	+46%	+$141K	0.01%	513
2024 Q3	$333K	Buy	4,562 +453	+11%	+$31.3K	0.01%	538
2024 Q2	$254K	Sell	4,109 -3,001	-42%	-$177K	0.01%	532
2024 Q1	$401K	Buy	+7,110	New	+$394K	0.01%	403

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

Focus Partners Advisor Solutions's UL Position: Q1 2026 in Review

Focus Partners Advisor Solutions reduced its Unilever (UL) stake by 9.5% in Q1 2026, selling an estimated $67.2K and leaving 9,501 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #758.

Focus Partners Advisor Solutions first reported a position in UL in Q1 2024 and has held it in 9 quarters since. The position peaked at $713K in Q1 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Focus Partners Advisor Solutions held 9,501 shares of Unilever worth $541K as of Q1 2026.
Focus Partners Advisor Solutions sold 1,002 Unilever shares in Q1 2026, an estimated $67.2K.
Unilever made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #758 holding.
Focus Partners Advisor Solutions first reported a position in Unilever in Q1 2024 and has held it in 9 quarters since.
Focus Partners Advisor Solutions's Unilever position peaked at $713K in Q1 2025.
1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.