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Golden State Equity Partners’s Unilever UL Stock Holding History

Golden State Equity Partners’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 		$851K Buy
14,932
+3,062
+26% +$205K 0.06% 320
2025
Q4 		$776K Buy
11,870
+599
+5% +$40.3K 0.13% 187
2025
Q3 		$752K Sell
11,271
-907
-7% -$62.6K 0.13% 193
2025
Q2 		$838K Buy
12,178
+773
+7% +$54.2K 0.16% 163
2025
Q1 		$764K Buy
11,405
+2,071
+22% +$134K 0.15% 169
2024
Q4 		$595K Buy
9,334
+3,104
+50% +$210K 0.11% 201
2024
Q3 		$455K Buy
+6,230
New +$431K 0.24% 99
2023
Q4 		$710K Sell
13,015
-1,501
-10% -$81K 0.17% 135
2023
Q3 		$807K Buy
14,516
+11,899
+455% +$688K 0.22% 111
2023
Q2 		$153K Sell
2,617
-6,891
-72% -$409K 0.04% 354
2023
Q1 		$555K Buy
+9,508
New +$540K 0.3% 89
2022
Q1 		$538K Buy
+10,500
New +$584K 0.27% 105
2021
Q4 		– Sell
-5,910
Closed -$360K – 258
2021
Q3 		$360K Sell
5,910
-118
-2% -$7.52K 0.15% 142
2021
Q2 		$397K Buy
6,028
+1,785
+42% +$119K 0.15% 146
2021
Q1 		$266K Buy
+4,243
New +$270K 0.15% 135

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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

Golden State Equity Partners's UL Position: Q1 2026 in Review

Golden State Equity Partners increased its Unilever (UL) stake by 26% in Q1 2026, buying an estimated $205K and bringing the position to 14,932 shares worth $851K. The position accounts for 0.06% of the portfolio, ranked #320.

Golden State Equity Partners first reported a position in UL in Q1 2021 and has held it in 15 quarters since. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Golden State Equity Partners held 14,932 shares of Unilever worth $851K as of Q1 2026.
  • Golden State Equity Partners bought 3,062 Unilever shares in Q1 2026, an estimated $205K.
  • Unilever made up 0.06% of Golden State Equity Partners's portfolio in Q1 2026, its #320 holding.
  • Golden State Equity Partners first reported a position in Unilever in Q1 2021 and has held it in 15 quarters since.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.