IHT Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $651K | Buy |
11,432
+1,569
| +16% | +$105K | 0.02% | 728 |
|
|
2025
Q4 | $645K | Sell |
9,863
-101
| -1% | -$6.79K | 0.02% | 678 |
|
|
2025
Q3 | $665K | Buy |
9,964
+251
| +3% | +$17.3K | 0.02% | 648 |
|
|
2025
Q2 | $668K | Sell |
9,713
-525
| -5% | -$36.8K | 0.02% | 616 |
|
|
2025
Q1 | $686K | Buy |
10,238
+31
| +0.3% | +$2K | 0.02% | 575 |
|
|
2024
Q4 | $651K | Sell |
10,207
-4,709
| -32% | -$318K | 0.02% | 599 |
|
|
2024
Q3 | $1.09M | Buy |
14,916
+4,962
| +50% | +$343K | 0.03% | 477 |
|
|
2024
Q2 | $616K | Buy |
9,954
+340
| +4% | +$20.1K | 0.02% | 573 |
|
|
2024
Q1 | $543K | Buy |
9,614
+375
| +4% | +$20.8K | 0.02% | 602 |
|
|
2023
Q4 | $504K | Sell |
9,239
-163
| -2% | -$8.79K | 0.02% | 599 |
|
|
2023
Q3 | $522K | Sell |
9,402
-37
| -0.4% | -$2.14K | 0.03% | 541 |
|
|
2023
Q2 | $554K | Sell |
9,439
-196
| -2% | -$11.6K | 0.03% | 510 |
|
|
2023
Q1 | $563K | Sell |
9,635
-129
| -1% | -$7.33K | 0.03% | 463 |
|
|
2022
Q4 | $553K | Buy |
9,764
+658
| +7% | +$35.2K | 0.03% | 459 |
|
|
2022
Q3 | $449K | Buy |
9,106
+4,710
| +107% | +$246K | 0.03% | 485 |
|
|
2022
Q2 | $227K | Sell |
4,396
-37
| -0.8% | -$1.88K | 0.02% | 625 |
|
|
2022
Q1 | $227K | Buy |
4,433
+18
| +0.4% | +$1K | 0.02% | 669 |
|
|
2021
Q4 | $267K | Sell |
4,415
-143
| -3% | -$8.49K | 0.02% | 654 |
|
|
2021
Q3 | $278K | Sell |
4,558
-3,831
| -46% | -$244K | 0.02% | 615 |
|
|
2021
Q2 | $552K | Sell |
8,389
-218
| -3% | -$14.5K | 0.04% | 503 |
|
|
2021
Q1 | $541K | Sell |
8,607
-585
| -6% | -$37.3K | 0.04% | 430 |
|
|
2020
Q4 | $624K | Buy |
9,192
+3,452
| +60% | +$234K | 0.05% | 344 |
|
|
2020
Q3 | $398K | Buy |
5,740
+520
| +10% | +$34.7K | 0.04% | 398 |
|
|
2020
Q2 | $322K | Sell |
5,220
-3,107
| -37% | -$186K | 0.04% | 394 |
|
|
2020
Q1 | $474K | Buy |
8,327
+749
| +10% | +$47K | 0.07% | 295 |
|
|
2019
Q4 | $487K | Sell |
7,578
-311
| -4% | -$20.7K | 0.06% | 333 |
|
|
2019
Q3 | $533K | Buy |
7,889
+2,199
| +39% | +$152K | 0.07% | 305 |
|
|
2019
Q2 | $397K | Sell |
5,690
-1,060
| -16% | -$71.9K | 0.06% | 338 |
|
|
2019
Q1 | $438K | Sell |
6,750
-374
| -5% | -$22.8K | 0.07% | 288 |
|
|
2018
Q4 | $419K | Buy |
7,124
+863
| +14% | +$52K | 0.08% | 272 |
|
|
2018
Q3 | $387K | Buy |
6,261
+344
| +6% | +$21.7K | 0.08% | 272 |
|
|
2018
Q2 | $368K | Sell |
5,917
-36
| -0.6% | -$2.24K | 0.09% | 258 |
|
|
2018
Q1 | $366K | Buy |
5,953
+42
| +0.7% | +$2.56K | 0.1% | 234 |
|
|
2017
Q4 | $370K | Buy |
5,911
+3,456
| +141% | +$219K | 0.1% | 248 |
|
|
2017
Q3 | $158K | Buy |
2,455
+1,178
| +92% | +$75.7K | 0.07% | 294 |
|
|
2017
Q2 | $8 | Buy |
1,277
+535
| +72% | +$31.9K | ﹤0.01% | 1026 |
|
|
2017
Q1 | $41K | Buy |
742
+182
| +33% | +$9.21K | 0.03% | 469 |
|
|
2016
Q4 | $26K | Buy |
+560
| New | +$26.1K | 0.02% | 557 |
|
Other funds holding UL
IHT Wealth Management's UL Position: Q1 2026 in Review
IHT Wealth Management increased its Unilever (UL) stake by 16% in Q1 2026, buying an estimated $105K and bringing the position to 11,432 shares worth $651K. The position accounts for 0.02% of the portfolio, ranked #728.
IHT Wealth Management first reported a position in UL in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.09M in Q3 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.
- IHT Wealth Management held 11,432 shares of Unilever worth $651K as of Q1 2026.
- IHT Wealth Management bought 1,569 Unilever shares in Q1 2026, an estimated $105K.
- Unilever made up 0.02% of IHT Wealth Management's portfolio in Q1 2026, its #728 holding.
- IHT Wealth Management first reported a position in Unilever in Q4 2016 and has held it in 38 quarters since.
- IHT Wealth Management's Unilever position peaked at $1.09M in Q3 2024.
- 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.
Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.