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Founders Financial Securities’s Unilever UL Stock Holding History

Founders Financial Securities’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 		$3.2M Buy
54,760
+219
+0.4% +$14.7K 0.18% 116
2025
Q4 		$3.57M Buy
54,541
+1,351
+3% +$90.8K 0.21% 84
2025
Q3 		$3.55M Buy
53,190
+5,846
+12% +$403K 0.24% 83
2025
Q2 		$3.26M Buy
47,344
+2,707
+6% +$190K 0.25% 86
2025
Q1 		$3.17M Buy
44,637
+13,330
+43% +$860K 0.27% 80
2024
Q4 		$2M Buy
31,307
+14,483
+86% +$978K 0.18% 108
2024
Q3 		$1.23M Sell
16,824
-12
-0.1% -$830 0.11% 159
2024
Q2 		$1.04M Buy
16,836
+291
+2% +$17.2K 0.1% 175
2024
Q1 		$934K Sell
16,545
-7,167
-30% -$397K 0.1% 174
2023
Q4 		$1.29M Buy
23,712
+38
+0.2% +$2.05K 0.14% 128
2023
Q3 		$1.32M Sell
23,674
-305
-1% -$17.6K 0.17% 110
2023
Q2 		$1.41M Buy
23,979
+32
+0.1% +$1.9K 0.19% 105
2023
Q1 		$1.4M Buy
23,947
+967
+4% +$54.9K 0.2% 98
2022
Q4 		$1.3M Buy
22,980
+3,993
+21% +$214K 0.2% 105
2022
Q3 		$936K Buy
18,987
+1,438
+8% +$75.1K 0.17% 125
2022
Q2 		$905K Sell
17,549
-149
-0.8% -$7.59K 0.18% 108
2022
Q1 		$907K Buy
17,698
+1,710
+11% +$95.2K 0.16% 121
2021
Q4 		$968K Buy
15,988
+424
+3% +$25.2K 0.17% 113
2021
Q3 		$949K Buy
15,564
+1,011
+7% +$64.4K 0.19% 108
2021
Q2 		$958K Buy
14,553
+1,365
+10% +$90.8K 0.19% 109
2021
Q1 		$828K Sell
13,188
-134
-1% -$8.53K 0.19% 109
2020
Q4 		$905K Buy
13,322
+261
+2% +$17.7K 0.22% 85
2020
Q3 		$906K Sell
13,061
-630
-5% -$42K 0.29% 62
2020
Q2 		$846K Buy
13,691
+387
+3% +$23.1K 0.27% 65
2020
Q1 		$757K Buy
+13,304
New +$835K 0.28% 50
2016
Q1 		– Sell
-76,597
Closed -$3.72M – 78
2015
Q4 		$3.72M Buy
76,597
+1,338
+2% +$65.3K 1.73% 14
2015
Q3 		$3.45M Buy
75,259
+5,233
+7% +$250K 1.71% 16
2015
Q2 		$3.38M Buy
70,026
+2,400
+4% +$119K 1.68% 15
2015
Q1 		$3.17M Buy
+67,626
New +$3.24M 1.64% 22

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

Founders Financial Securities's UL Position: Q1 2026 in Review

Founders Financial Securities increased its Unilever (UL) stake by 0.4% in Q1 2026, buying an estimated $14.7K and bringing the position to 54,760 shares worth $3.2M. The position accounts for 0.18% of the portfolio, ranked #116.

Founders Financial Securities first reported a position in UL in Q1 2015 and has held it in 29 quarters since. The position peaked at $3.72M in Q4 2015. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Founders Financial Securities held 54,760 shares of Unilever worth $3.2M as of Q1 2026.
  • Founders Financial Securities bought 219 Unilever shares in Q1 2026, an estimated $14.7K.
  • Unilever made up 0.18% of Founders Financial Securities's portfolio in Q1 2026, its #116 holding.
  • Founders Financial Securities first reported a position in Unilever in Q1 2015 and has held it in 29 quarters since.
  • Founders Financial Securities's Unilever position peaked at $3.72M in Q4 2015.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.