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Forum Financial Management’s Unilever UL Stock Holding History

Forum Financial Management’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 		– Sell
-11,101
Closed -$726K – 959
2025
Q4 		$726K Sell
11,101
-105
-0.9% -$7.06K 0.01% 330
2025
Q3 		$747K Buy
11,206
+1,296
+13% +$89.4K 0.01% 311
2025
Q2 		$682K Sell
9,910
-441
-4% -$30.9K 0.01% 308
2025
Q1 		$693K Sell
10,351
-74
-0.7% -$4.77K 0.01% 275
2024
Q4 		$665K Buy
10,425
+4,948
+90% +$334K 0.01% 295
2024
Q3 		$400K Buy
5,477
+304
+6% +$21K 0.01% 401
2024
Q2 		$320K Buy
5,173
+44
+0.9% +$2.6K 0.01% 454
2024
Q1 		$290K Buy
5,129
+1,344
+36% +$74.5K ﹤0.01% 516
2023
Q4 		$206K Hold
3,785
– – ﹤0.01% 632
2023
Q3 		$210K Buy
3,785
+5
+0.1% +$289 ﹤0.01% 574
2023
Q2 		$222K Sell
3,780
-1
-0% -$59 0.01% 573
2023
Q1 		$221K Sell
3,781
-6,403
-63% -$364K 0.01% 514
2022
Q4 		$577K Buy
10,184
+47
+0.5% +$2.52K 0.02% 224
2022
Q3 		$500K Sell
10,137
-1,422
-12% -$74.3K 0.02% 220
2022
Q2 		$596K Buy
11,559
+1,393
+14% +$70.9K 0.03% 199
2022
Q1 		$521K Buy
10,166
+29
+0.3% +$1.61K 0.03% 232
2021
Q4 		$613K Buy
+10,137
New +$602K 0.03% 207

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Forum Financial Management's UL Position: Q1 2026 in Review

Forum Financial Management sold out of Unilever (UL) in Q1 2026, closing a stake of 11,101 shares — an estimated $726K sold.

Forum Financial Management first reported a position in UL in Q4 2021 and held it in 17 quarters. The position peaked at $747K in Q3 2025. 1,173 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Forum Financial Management reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 11,101 Unilever shares in Q1 2026, an estimated $726K.
  • Forum Financial Management first reported a position in Unilever in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Unilever position peaked at $747K in Q3 2025.
  • 1,173 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.