HCM
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Hilton Capital Management’s Unilever UL Stock Holding History

Hilton Capital Management’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 		$6.39M Buy
112,238
+2,614
+2% +$175K 0.48% 46
2025
Q4 		$7.17M Buy
109,624
+827
+0.8% +$55.6K 0.54% 43
2025
Q3 		$7.26M Sell
108,797
-9,353
-8% -$645K 0.59% 40
2025
Q2 		$8.13M Buy
+118,150
New +$8.29M 0.65% 41

Other funds holding UL

Wellington Management Group
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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

Hilton Capital Management's UL Position: Q1 2026 in Review

Hilton Capital Management increased its Unilever (UL) stake by 2.4% in Q1 2026, buying an estimated $175K and bringing the position to 112,238 shares worth $6.39M. The position accounts for 0.48% of the portfolio, ranked #46.

Hilton Capital Management first reported a position in UL in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.13M in Q2 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Hilton Capital Management held 112,238 shares of Unilever worth $6.39M as of Q1 2026.
  • Hilton Capital Management bought 2,614 Unilever shares in Q1 2026, an estimated $175K.
  • Unilever made up 0.48% of Hilton Capital Management's portfolio in Q1 2026, its #46 holding.
  • Hilton Capital Management first reported a position in Unilever in Q2 2025 and has held it in 4 quarters since.
  • Hilton Capital Management's Unilever position peaked at $8.13M in Q2 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Hilton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.