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GeoWealth Management’s Unilever UL Stock Holding History

GeoWealth 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 		$1.02M Sell
17,844
-142
-0.8% -$9.52K 0.04% 280
2025
Q4 		$1.18M Buy
17,986
+1,659
+10% +$111K 0.04% 239
2025
Q3 		$1.09M Buy
16,327
+10,330
+172% +$713K 0.04% 281
2025
Q2 		$413K Buy
5,997
+350
+6% +$24.6K 0.02% 449
2025
Q1 		$378K Sell
5,647
-1,176
-17% -$75.9K 0.02% 492
2024
Q4 		$435K Buy
6,823
+2,935
+75% +$198K 0.01% 504
2024
Q3 		$284K Buy
3,888
+1,063
+38% +$73.5K 0.01% 621
2024
Q2 		$175K Buy
2,825
+1,548
+121% +$91.5K 0.01% 714
2024
Q1 		$72.1K Sell
1,277
-3,048
-70% -$169K ﹤0.01% 791
2023
Q4 		$236K Buy
4,325
+4,235
+4,706% +$228K 0.02% 467
2023
Q3 		$5K Buy
90
+37
+70% +$2.14K ﹤0.01% 461
2023
Q2 		$3K Buy
+53
New +$3.15K ﹤0.01% 425

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

GeoWealth Management's UL Position: Q1 2026 in Review

GeoWealth Management reduced its Unilever (UL) stake by 0.79% in Q1 2026, selling an estimated $9.52K and leaving 17,844 shares worth $1.02M. The position accounts for 0.04% of the portfolio, ranked #280.

GeoWealth Management first reported a position in UL in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.18M in Q4 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • GeoWealth Management held 17,844 shares of Unilever worth $1.02M as of Q1 2026.
  • GeoWealth Management sold 142 Unilever shares in Q1 2026, an estimated $9.52K.
  • Unilever made up 0.04% of GeoWealth Management's portfolio in Q1 2026, its #280 holding.
  • GeoWealth Management first reported a position in Unilever in Q2 2023 and has held it in 12 quarters since.
  • GeoWealth Management's Unilever position peaked at $1.18M in Q4 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.