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Heritage Wealth Advisors’s Unilever UL Stock Holding History

Heritage Wealth Advisors’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 		$37.9K Sell
666
-1,293
-66% -$86.7K ﹤0.01% 364
2025
Q4 		$128K Sell
1,959
-62
-3% -$4.17K ﹤0.01% 250
2025
Q3 		$135K Hold
2,021
– – 0.01% 228
2025
Q2 		$139K Buy
2,021
+61
+3% +$4.28K 0.01% 224
2025
Q1 		$131K Sell
1,960
-542
-22% -$35K 0.01% 225
2024
Q4 		$160K Hold
2,502
– – 0.01% 222
2024
Q3 		$183K Hold
2,502
– – 0.01% 220
2024
Q2 		$155K Sell
2,502
-107
-4% -$6.32K 0.01% 226
2024
Q1 		$147K Hold
2,609
– – 0.01% 233
2023
Q4 		$142K Hold
2,609
– – 0.01% 239
2023
Q3 		$145K Sell
2,609
-124
-5% -$7.17K 0.01% 221
2023
Q2 		$160K Hold
2,733
– – 0.01% 222
2023
Q1 		$160K Sell
2,733
-489
-15% -$27.8K 0.01% 219
2022
Q4 		$183K Hold
3,222
– – 0.01% 218
2022
Q3 		$159K Sell
3,222
-720
-18% -$37.6K 0.01% 218
2022
Q2 		$203K Sell
3,942
-102
-3% -$5.2K 0.01% 195
2022
Q1 		$207K Hold
4,044
– – 0.01% 194
2021
Q4 		$245K Hold
4,044
– – 0.01% 188
2021
Q3 		$247K Sell
4,044
-1,153
-22% -$73.5K 0.02% 180
2021
Q2 		$342K Hold
5,197
– – 0.02% 159
2021
Q1 		$326K Hold
5,197
– – 0.02% 170
2020
Q4 		$353K Buy
5,197
+2,929
+129% +$199K 0.02% 157
2020
Q3 		$157K Hold
2,268
– – 0.02% 164
2020
Q2 		$140K Buy
2,268
+666
+42% +$39.8K 0.02% 170
2020
Q1 		$91.1K Sell
1,602
-371
-19% -$23.3K 0.02% 203
2019
Q4 		$127K Buy
1,973
+989
+101% +$65.7K 0.02% 210
2019
Q3 		$66K Hold
984
– – 0.01% 248
2019
Q2 		$68.6K Hold
984
– – 0.01% 225
2019
Q1 		$63.9K Buy
984
+360
+58% +$21.9K 0.01% 209
2018
Q4 		$36K Hold
624
– – 0.01% 216
2018
Q3 		$38K Buy
+624
New +$39.4K 0.01% 218

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

Heritage Wealth Advisors's UL Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Unilever (UL) stake by 66% in Q1 2026, selling an estimated $86.7K and leaving 666 shares worth $37.9K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Heritage Wealth Advisors first reported a position in UL in Q3 2018 and has held it in 31 quarters since. The position peaked at $353K in Q4 2020. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Heritage Wealth Advisors held 666 shares of Unilever worth $37.9K as of Q1 2026.
  • Heritage Wealth Advisors sold 1,293 Unilever shares in Q1 2026, an estimated $86.7K.
  • Unilever made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #364 holding.
  • Heritage Wealth Advisors first reported a position in Unilever in Q3 2018 and has held it in 31 quarters since.
  • Heritage Wealth Advisors's Unilever position peaked at $353K in Q4 2020.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.