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IFG Advisory’s Unilever UL Stock Holding History

IFG Advisory’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 		$29.4K Sell
516
-3,601
-87% -$241K 0.08% 173
2025
Q4 		$269K Buy
4,117
+443
+12% +$29.8K 0.01% 662
2025
Q3 		$245K Sell
3,674
-369
-9% -$25.5K 0.01% 688
2025
Q2 		$278K Sell
4,043
-1
-0% -$70 0.01% 630
2025
Q1 		$271K Sell
4,044
-61
-1% -$3.94K 0.02% 589
2024
Q4 		$262K Buy
+4,105
New +$277K 0.01% 566
2024
Q3 		– Sell
-5,197
Closed -$322K – 604
2024
Q2 		$322K Buy
+5,197
New +$307K 0.02% 497
2024
Q1 		– Sell
-4,338
Closed -$237K – 566
2023
Q4 		$237K Buy
4,338
+365
+9% +$19.7K 0.02% 524
2023
Q3 		$221K Sell
3,973
-5,823
-59% -$337K 0.02% 501
2023
Q2 		$575K Buy
9,796
+971
+11% +$57.7K 0.05% 265
2023
Q1 		$516K Sell
8,825
-398
-4% -$22.6K 0.05% 314
2022
Q4 		$522K Buy
9,223
+4,983
+118% +$267K 0.05% 301
2022
Q3 		$209K Buy
+4,240
New +$222K 0.02% 485
2019
Q3 		– Sell
-3,040
Closed -$211K – 450
2019
Q2 		$211K Buy
+3,040
New +$206K 0.04% 324

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

IFG Advisory's UL Position: Q1 2026 in Review

IFG Advisory reduced its Unilever (UL) stake by 87% in Q1 2026, selling an estimated $241K and leaving 516 shares worth $29.4K. The position accounts for 0.08% of the portfolio, ranked #173.

IFG Advisory first reported a position in UL in Q2 2019 and has held it in 14 quarters since. The position peaked at $575K in Q2 2023. 1,167 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • IFG Advisory held 516 shares of Unilever worth $29.4K as of Q1 2026.
  • IFG Advisory sold 3,601 Unilever shares in Q1 2026, an estimated $241K.
  • Unilever made up 0.08% of IFG Advisory's portfolio in Q1 2026, its #173 holding.
  • IFG Advisory first reported a position in Unilever in Q2 2019 and has held it in 14 quarters since.
  • IFG Advisory's Unilever position peaked at $575K in Q2 2023.
  • 1,167 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.