Gibbs Wealth Management’s Unilever UL Stock Holding History

Gibbs 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	$1.61M	Buy	28,262 +9,498	+51%	+$637K	0.21%	99
2025 Q4	$1.2M	Sell	18,764 -3,208	-15%	-$216K	0.29%	69
2025 Q3	$1.47M	Sell	21,972 -5,082	-19%	-$351K	0.33%	62
2025 Q2	$1.86M	Buy	27,054 +1,689	+7%	+$119K	0.36%	59
2025 Q1	$1.7M	Buy	25,365 +813	+3%	+$52.4K	0.41%	55
2024 Q4	$1.57M	Buy	24,552 +4,483	+22%	+$303K	0.42%	52
2024 Q3	$1.47M	Buy	20,069 +1,482	+8%	+$102K	0.48%	48
2024 Q2	$1.15M	Buy	18,587 +5,662	+44%	+$335K	0.47%	47
2024 Q1	$730K	Buy	+12,925	New	+$716K	0.42%	57

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gibbs Wealth Management's UL Position: Q1 2026 in Review

Gibbs Wealth Management increased its Unilever (UL) stake by 51% in Q1 2026, buying an estimated $637K and bringing the position to 28,262 shares worth $1.61M. The position accounts for 0.21% of the portfolio, ranked #99.

Gibbs Wealth Management first reported a position in UL in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.86M in Q2 2025. 1,173 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Gibbs Wealth Management held 28,262 shares of Unilever worth $1.61M as of Q1 2026.
Gibbs Wealth Management bought 9,498 Unilever shares in Q1 2026, an estimated $637K.
Unilever made up 0.21% of Gibbs Wealth Management's portfolio in Q1 2026, its #99 holding.
Gibbs Wealth Management first reported a position in Unilever in Q1 2024 and has held it in 9 quarters since.
Gibbs Wealth Management's Unilever position peaked at $1.86M in Q2 2025.
1,173 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

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