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HighPoint Advisor Group’s Unilever UL Stock Holding History

HighPoint 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 		– Sell
-12,461
Closed -$815K – 1022
2025
Q4 		$815K Sell
12,461
-615
-5% -$41.3K 0.02% 522
2025
Q3 		$872K Buy
13,076
+938
+8% +$64.7K 0.04% 279
2025
Q2 		$835K Buy
12,138
+1,753
+17% +$123K 0.04% 271
2025
Q1 		$738K Buy
10,385
+2,205
+27% +$142K 0.04% 283
2024
Q4 		$542K Sell
8,180
-7,610
-48% -$514K 0.03% 358
2024
Q3 		$1.15M Buy
15,790
+64
+0.4% +$4.42K 0.07% 214
2024
Q2 		$1.08M Buy
15,726
+643
+4% +$38K 0.06% 219
2024
Q1 		$915K Sell
15,083
-497
-3% -$27.5K 0.06% 232
2023
Q4 		$870K Buy
+15,580
New +$841K 0.06% 239
2022
Q2 		$322K Buy
+6,194
New +$315K 0.04% 383
2021
Q3 		$306K Sell
5,012
-250
-5% -$15.9K 0.03% 402
2021
Q2 		$346K Buy
5,262
+1,032
+24% +$68.6K 0.03% 372
2021
Q1 		$270K Buy
4,230
+21
+0.5% +$1.34K 0.03% 391
2020
Q4 		$258K Buy
+4,209
New +$286K 0.03% 381

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HighPoint Advisor Group's UL Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Unilever (UL) in Q1 2026, closing a stake of 12,461 shares — an estimated $815K sold.

HighPoint Advisor Group first reported a position in UL in Q4 2020 and held it in 14 quarters. The position peaked at $1.15M in Q3 2024. 1,173 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 12,461 Unilever shares in Q1 2026, an estimated $815K.
  • HighPoint Advisor Group first reported a position in Unilever in Q4 2020 and held it in 14 quarters.
  • HighPoint Advisor Group's Unilever position peaked at $1.15M in Q3 2024.
  • 1,173 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.