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Garton & Associates Financial Advisors’s Unilever UL Stock Holding History

Garton & Associates 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 		– Sell
-133
Closed -$8.7K – 657
2025
Q4 		$8.7K Buy
+133
New +$8.94K ﹤0.01% 865

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Bank of America
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State Farm Mutual Automobile Insurance
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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

Garton & Associates Financial Advisors's UL Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Unilever (UL) in Q1 2026, closing a stake of 133 shares — an estimated $8.7K sold.

Garton & Associates Financial Advisors first reported a position in UL in Q4 2025 and held it in 1 quarter. The position peaked at $8.7K in Q4 2025. 1,171 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 133 Unilever shares in Q1 2026, an estimated $8.7K.
  • Garton & Associates Financial Advisors first reported a position in Unilever in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Unilever position peaked at $8.7K in Q4 2025.
  • 1,171 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.