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FRG Family Wealth Advisors’s Unilever UL Stock Holding History

FRG Family Wealth 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 		– Sell
-3,752
Closed -$245K – 167
2025
Q4 		$245K Sell
3,752
-4
-0.1% -$269 0.04% 148
2025
Q3 		$250K Hold
3,756
– – 0.04% 145
2025
Q2 		$258K Sell
3,756
-1,120
-23% -$78.6K 0.04% 142
2025
Q1 		$327K Hold
4,876
– – 0.06% 119
2024
Q4 		$311K Sell
4,876
-1,102
-18% -$74.4K 0.06% 125
2024
Q3 		$437K Hold
5,978
– – 0.08% 112
2024
Q2 		$412K Hold
5,978
– – 0.08% 109
2024
Q1 		$349K Sell
5,978
-355
-6% -$19.7K 0.07% 113
2023
Q4 		$345K Hold
6,333
– – 0.07% 113
2023
Q3 		$352K Sell
6,333
-1,103
-15% -$63.8K 0.08% 112
2023
Q2 		$436K Sell
7,436
-2,115
-22% -$126K 0.1% 105
2023
Q1 		$558K Sell
9,551
-445
-4% -$25.3K 0.13% 95
2022
Q4 		$566K Sell
9,996
-888
-8% -$47.5K 0.13% 97
2022
Q3 		$537K Sell
10,884
-667
-6% -$34.8K 0.13% 96
2022
Q2 		$596K Sell
11,551
-192
-2% -$9.78K 0.14% 96
2022
Q1 		$602K Buy
11,743
+244
+2% +$13.6K 0.12% 98
2021
Q4 		$696K Hold
11,499
– – 0.13% 90
2021
Q3 		$701K Sell
11,499
-147
-1% -$9.37K 0.14% 91
2021
Q2 		$766K Hold
11,646
– – 0.15% 90
2021
Q1 		$731K Sell
11,646
-297
-2% -$18.9K 0.15% 86
2020
Q4 		$811K Buy
+11,943
New +$810K 0.18% 79

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

FRG Family Wealth Advisors's UL Position: Q1 2026 in Review

FRG Family Wealth Advisors sold out of Unilever (UL) in Q1 2026, closing a stake of 3,752 shares — an estimated $245K sold.

FRG Family Wealth Advisors first reported a position in UL in Q4 2020 and held it in 21 quarters. The position peaked at $811K in Q4 2020. 1,168 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • FRG Family Wealth Advisors reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 3,752 Unilever shares in Q1 2026, an estimated $245K.
  • FRG Family Wealth Advisors first reported a position in Unilever in Q4 2020 and held it in 21 quarters.
  • FRG Family Wealth Advisors's Unilever position peaked at $811K in Q4 2020.
  • 1,168 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.