IC
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IEQ Capital’s Unilever UL Stock Holding History

IEQ Capital’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 		$2.42M Sell
42,463
-8,348
-16% -$560K 0.01% 702
2025
Q4 		$3.32M Buy
50,811
+11,395
+29% +$766K 0.01% 639
2025
Q3 		$2.63M Buy
39,416
+11,200
+40% +$773K 0.01% 668
2025
Q2 		$1.94M Buy
28,216
+15,205
+117% +$1.07M 0.01% 648
2025
Q1 		$872K Buy
13,011
+615
+5% +$39.7K 0.01% 792
2024
Q4 		$791K Buy
12,396
+1,680
+16% +$113K 0.01% 727
2024
Q3 		$783K Buy
10,716
+2,019
+23% +$140K 0.01% 610
2024
Q2 		$538K Buy
8,697
+1,509
+21% +$89.2K 0.01% 625
2024
Q1 		$406K Buy
7,188
+816
+13% +$45.2K 0.01% 696
2023
Q4 		$348K Sell
6,372
-3,257
-34% -$176K 0.01% 688
2023
Q3 		$535K Buy
9,629
+401
+4% +$23.2K 0.01% 548
2023
Q2 		$541K Sell
9,228
-133
-1% -$7.9K 0.01% 529
2023
Q1 		$547K Buy
9,361
+4,157
+80% +$236K 0.01% 543
2022
Q4 		$295K Buy
5,204
+1,075
+26% +$57.5K 0.01% 635
2022
Q3 		$204K Sell
4,129
-4
-0.1% -$209 0.01% 767
2022
Q2 		$213K Buy
+4,133
New +$211K 0.01% 715

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

IEQ Capital's UL Position: Q1 2026 in Review

IEQ Capital reduced its Unilever (UL) stake by 16% in Q1 2026, selling an estimated $560K and leaving 42,463 shares worth $2.42M. The position accounts for 0.01% of the portfolio, ranked #702.

IEQ Capital first reported a position in UL in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.32M in Q4 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • IEQ Capital held 42,463 shares of Unilever worth $2.42M as of Q1 2026.
  • IEQ Capital sold 8,348 Unilever shares in Q1 2026, an estimated $560K.
  • Unilever made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #702 holding.
  • IEQ Capital first reported a position in Unilever in Q2 2022 and has held it in 16 quarters since.
  • IEQ Capital's Unilever position peaked at $3.32M in Q4 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

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