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GWN Securities’s Unilever UL Stock Holding History

GWN Securities’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 		– Sell
-3,166
Closed -$207K – 490
2025
Q4 		$207K Buy
3,166
+84
+3% +$5.64K 0.04% 422
2025
Q3 		$207K Buy
+3,082
New +$213K 0.05% 363
2025
Q2 		– Sell
-17,363
Closed -$1.18M – 701
2025
Q1 		$1.18M Buy
+17,363
New +$1.12M 0.07% 273

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

GWN Securities's UL Position: Q1 2026 in Review

GWN Securities sold out of Unilever (UL) in Q1 2026, closing a stake of 3,166 shares — an estimated $207K sold.

GWN Securities first reported a position in UL in Q1 2025 and held it in 3 quarters. The position peaked at $1.18M in Q1 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • GWN Securities reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • GWN Securities sold 3,166 Unilever shares in Q1 2026, an estimated $207K.
  • GWN Securities first reported a position in Unilever in Q1 2025 and held it in 3 quarters.
  • GWN Securities's Unilever position peaked at $1.18M in Q1 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.