HWM
UL icon

Hohimer Wealth Management’s Unilever UL Stock Holding History

Hohimer Wealth 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 		– Sell
-32,187
Closed -$2.11M – 419
2025
Q4 		$2.11M Sell
32,187
-1,224
-4% -$82.3K 0.28% 108
2025
Q3 		$2.23M Buy
33,411
+18,790
+129% +$1.3M 0.31% 102
2025
Q2 		$1.01M Buy
14,621
+174
+1% +$12.2K 0.18% 107
2025
Q1 		$968K Buy
+14,447
New +$932K 0.19% 110

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

Hohimer Wealth Management's UL Position: Q1 2026 in Review

Hohimer Wealth Management sold out of Unilever (UL) in Q1 2026, closing a stake of 32,187 shares — an estimated $2.11M sold.

Hohimer Wealth Management first reported a position in UL in Q1 2025 and held it in 4 quarters. The position peaked at $2.23M in Q3 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Hohimer Wealth Management reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • Hohimer Wealth Management sold 32,187 Unilever shares in Q1 2026, an estimated $2.11M.
  • Hohimer Wealth Management first reported a position in Unilever in Q1 2025 and held it in 4 quarters.
  • Hohimer Wealth Management's Unilever position peaked at $2.23M in Q3 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.