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Guardian Partners’s Unilever UL Stock Holding History

Guardian 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 		$2.55M Sell
44,618
-1,150
-3% -$77.1K 0.21% 79
2025
Q4 		$3.23M Buy
45,768
+4,340
+10% +$292K 0.26% 76
2025
Q3 		$2.74M Buy
41,428
+687
+2% +$47.4K 0.23% 82
2025
Q2 		$2.79M Sell
40,741
-3,667
-8% -$257K 0.25% 81
2025
Q1 		$3.21M Sell
44,408
-570
-1% -$36.8K 0.33% 76
2024
Q4 		$2.84M Buy
+44,978
New +$3.04M 0.29% 78

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

Guardian Partners's UL Position: Q1 2026 in Review

Guardian Partners reduced its Unilever (UL) stake by 2.5% in Q1 2026, selling an estimated $77.1K and leaving 44,618 shares worth $2.55M. The position accounts for 0.21% of the portfolio, ranked #79.

Guardian Partners first reported a position in UL in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.23M in Q4 2025. 1,167 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Guardian Partners held 44,618 shares of Unilever worth $2.55M as of Q1 2026.
  • Guardian Partners sold 1,150 Unilever shares in Q1 2026, an estimated $77.1K.
  • Unilever made up 0.21% of Guardian Partners's portfolio in Q1 2026, its #79 holding.
  • Guardian Partners first reported a position in Unilever in Q4 2024 and has held it in 6 quarters since.
  • Guardian Partners's Unilever position peaked at $3.23M in Q4 2025.
  • 1,167 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.