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Great Valley Advisor Group’s Unilever UL Stock Holding History

Great Valley Advisor Group’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 		$1.69M Buy
29,699
+2,406
+9% +$161K 0.03% 406
2025
Q4 		$1.79M Buy
27,293
+1,379
+5% +$92.7K 0.03% 363
2025
Q3 		$1.73M Buy
25,914
+3,068
+13% +$212K 0.03% 368
2025
Q2 		$1.57M Sell
22,846
-4,964
-18% -$348K 0.03% 361
2025
Q1 		$1.86M Sell
27,810
-44,770
-62% -$2.89M 0.04% 323
2024
Q4 		$4.63M Buy
72,580
+5,279
+8% +$356K 0.1% 185
2024
Q3 		$4.92M Buy
67,301
+6,738
+11% +$466K 0.12% 169
2024
Q2 		$3.75M Buy
60,563
+4,734
+8% +$280K 0.1% 208
2024
Q1 		$3.15M Buy
55,829
+24,538
+78% +$1.36M 0.1% 213
2023
Q4 		$1.71M Buy
31,291
+12,200
+64% +$658K 0.06% 263
2023
Q3 		$1.06M Sell
19,091
-747
-4% -$43.2K 0.04% 306
2023
Q2 		$1.16M Buy
19,838
+4,028
+25% +$239K 0.05% 292
2023
Q1 		$923K Buy
+15,810
New +$898K 0.04% 319

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

Great Valley Advisor Group's UL Position: Q1 2026 in Review

Great Valley Advisor Group increased its Unilever (UL) stake by 8.8% in Q1 2026, buying an estimated $161K and bringing the position to 29,699 shares worth $1.69M. The position accounts for 0.03% of the portfolio, ranked #406.

Great Valley Advisor Group first reported a position in UL in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.92M in Q3 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Great Valley Advisor Group held 29,699 shares of Unilever worth $1.69M as of Q1 2026.
  • Great Valley Advisor Group bought 2,406 Unilever shares in Q1 2026, an estimated $161K.
  • Unilever made up 0.03% of Great Valley Advisor Group's portfolio in Q1 2026, its #406 holding.
  • Great Valley Advisor Group first reported a position in Unilever in Q1 2023 and has held it in 13 quarters since.
  • Great Valley Advisor Group's Unilever position peaked at $4.92M in Q3 2024.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.