Focus Partners Wealth
UL icon

Focus Partners Wealth’s Unilever UL Stock Holding History

Focus Partners Wealth’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 		$10.9M Buy
191,789
+12,951
+7% +$868K 0.01% 695
2025
Q4 		$11.7M Buy
178,838
+10,401
+6% +$699K 0.01% 654
2025
Q3 		$11.2M Buy
168,437
+38,417
+30% +$2.65M 0.02% 533
2025
Q2 		$8.95M Buy
130,020
+6,087
+5% +$427K 0.02% 522
2025
Q1 		$8.3M Buy
123,933
+16,177
+15% +$1.04M 0.02% 509
2024
Q4 		$6.87M Buy
107,756
+67,657
+169% +$4.57M 0.02% 544
2024
Q3 		$2.93M Sell
40,099
-61,956
-61% -$4.28M 0.01% 684
2024
Q2 		$6.31M Buy
102,055
+46,101
+82% +$2.72M 0.02% 458
2024
Q1 		$3.16M Buy
55,954
+32,768
+141% +$1.82M 0.03% 411
2023
Q4 		$1.26M Buy
+23,186
New +$1.25M 0.02% 415

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

Focus Partners Wealth's UL Position: Q1 2026 in Review

Focus Partners Wealth increased its Unilever (UL) stake by 7.2% in Q1 2026, buying an estimated $868K and bringing the position to 191,789 shares worth $10.9M. The position accounts for 0.01% of the portfolio, ranked #695.

Focus Partners Wealth first reported a position in UL in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.7M in Q4 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Focus Partners Wealth held 191,789 shares of Unilever worth $10.9M as of Q1 2026.
  • Focus Partners Wealth bought 12,951 Unilever shares in Q1 2026, an estimated $868K.
  • Unilever made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #695 holding.
  • Focus Partners Wealth first reported a position in Unilever in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Unilever position peaked at $11.7M in Q4 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.