Fortress Private Ledger’s Unilever UL Stock Holding History

Fortress Private Ledger’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	$527K	Buy	9,258 +1,725	+23%	+$116K	0.16%	126
2025 Q4	$493K	Sell	7,533 -123	-2%	-$8.27K	0.16%	120
2025 Q3	$511K	Buy	7,656 +1,730	+29%	+$119K	0.19%	106
2025 Q2	$408K	Buy	5,926 +1,657	+39%	+$116K	0.19%	107
2025 Q1	$286K	Buy	+4,269	New	+$275K	0.16%	132

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

Fortress Private Ledger's UL Position: Q1 2026 in Review

Fortress Private Ledger increased its Unilever (UL) stake by 23% in Q1 2026, buying an estimated $116K and bringing the position to 9,258 shares worth $527K. The position accounts for 0.16% of the portfolio, ranked #126.

Fortress Private Ledger first reported a position in UL in Q1 2025 and has held it in 5 quarters since. 1,167 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Fortress Private Ledger held 9,258 shares of Unilever worth $527K as of Q1 2026.
Fortress Private Ledger bought 1,725 Unilever shares in Q1 2026, an estimated $116K.
Unilever made up 0.16% of Fortress Private Ledger's portfolio in Q1 2026, its #126 holding.
Fortress Private Ledger first reported a position in Unilever in Q1 2025 and has held it in 5 quarters since.
1,167 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.