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Frazier Financial Advisors’s Unilever UL Stock Holding History

Frazier Financial Advisors’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 		$36.7K Buy
645
+453
+236% +$30.4K 0.02% 228
2025
Q4 		$12.6K Buy
192
+29
+18% +$1.95K 0.01% 325
2025
Q3 		$10.8K Hold
163
– – 0.01% 340
2025
Q2 		$11.2K Hold
163
– – 0.01% 338
2025
Q1 		$10.9K Hold
163
– – 0.01% 319
2024
Q4 		$10.4K Sell
163
-56
-26% -$3.78K 0.01% 333
2024
Q3 		$16K Sell
219
-124
-36% -$8.57K 0.01% 288
2024
Q2 		$21.2K Buy
343
+19
+6% +$1.12K 0.02% 279
2024
Q1 		$18.3K Buy
324
+72
+29% +$3.99K 0.02% 282
2023
Q4 		$13.8K Buy
+252
New +$13.6K 0.01% 292

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

Frazier Financial Advisors's UL Position: Q1 2026 in Review

Frazier Financial Advisors increased its Unilever (UL) stake by 236% in Q1 2026, buying an estimated $30.4K and bringing the position to 645 shares worth $36.7K. The position accounts for 0.02% of the portfolio, ranked #228.

Frazier Financial Advisors first reported a position in UL in Q4 2023 and has held it in 10 quarters since. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Frazier Financial Advisors held 645 shares of Unilever worth $36.7K as of Q1 2026.
  • Frazier Financial Advisors bought 453 Unilever shares in Q1 2026, an estimated $30.4K.
  • Unilever made up 0.02% of Frazier Financial Advisors's portfolio in Q1 2026, its #228 holding.
  • Frazier Financial Advisors first reported a position in Unilever in Q4 2023 and has held it in 10 quarters since.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.