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FSB Premier Wealth Management’s Unilever UL Stock Holding History

FSB Premier Wealth 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 		$2.08M Buy
36,476
+3,057
+9% +$205K 0.65% 48
2025
Q4 		$2.19M Buy
33,419
+2,949
+10% +$198K 0.69% 46
2025
Q3 		$2.03M Buy
30,470
+2,519
+9% +$174K 0.67% 43
2025
Q2 		$1.92M Buy
27,951
+4,148
+17% +$291K 0.69% 40
2025
Q1 		$1.59M Buy
23,803
+8,233
+53% +$531K 0.62% 45
2024
Q4 		$993K Buy
15,570
+2,779
+22% +$188K 0.4% 69
2024
Q3 		$935K Buy
12,791
+2,163
+20% +$150K 0.38% 69
2024
Q2 		$657K Buy
10,628
+3,475
+49% +$205K 0.3% 79
2024
Q1 		$404K Buy
7,153
+1,532
+27% +$84.9K 0.19% 108
2023
Q4 		$307K Buy
5,621
+1,374
+32% +$74.1K 0.15% 125
2023
Q3 		$236K Buy
4,247
+542
+15% +$31.3K 0.13% 134
2023
Q2 		$217K Buy
3,705
+37
+1% +$2.2K 0.12% 145
2023
Q1 		$214K Buy
3,668
+137
+4% +$7.78K 0.12% 136
2022
Q4 		$200K Buy
+3,531
New +$189K 0.11% 142
2022
Q1 		– Sell
-2,241
Closed -$135K – 475
2021
Q4 		$135K Buy
+2,241
New +$133K 0.06% 155

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

FSB Premier Wealth Management's UL Position: Q1 2026 in Review

FSB Premier Wealth Management increased its Unilever (UL) stake by 9.1% in Q1 2026, buying an estimated $205K and bringing the position to 36,476 shares worth $2.08M. The position accounts for 0.65% of the portfolio, ranked #48.

FSB Premier Wealth Management first reported a position in UL in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.19M in Q4 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • FSB Premier Wealth Management held 36,476 shares of Unilever worth $2.08M as of Q1 2026.
  • FSB Premier Wealth Management bought 3,057 Unilever shares in Q1 2026, an estimated $205K.
  • Unilever made up 0.65% of FSB Premier Wealth Management's portfolio in Q1 2026, its #48 holding.
  • FSB Premier Wealth Management first reported a position in Unilever in Q4 2021 and has held it in 15 quarters since.
  • FSB Premier Wealth Management's Unilever position peaked at $2.19M in Q4 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.