JWCA
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J.W. Cole Advisors’s Unilever UL Stock Holding History

J.W. Cole Advisors’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
-17,042
Closed -$1.1M – 1429
2025
Q4 		$1.1M Buy
17,042
+469
+3% +$31.5K 0.03% 605
2025
Q3 		$1.11M Buy
16,573
+1,017
+7% +$70.2K 0.02% 679
2025
Q2 		$1.07M Buy
15,556
+1,033
+7% +$72.5K 0.02% 641
2025
Q1 		$973K Buy
14,523
+3,314
+30% +$214K 0.03% 550
2024
Q4 		$715K Buy
11,209
+1,143
+11% +$77.2K 0.03% 514
2024
Q3 		$736K Buy
10,066
+297
+3% +$20.5K 0.03% 472
2024
Q2 		$604K Buy
+9,769
New +$577K 0.03% 478
2023
Q2 		– Sell
-4,802
Closed -$281K – 820
2023
Q1 		$281K Buy
4,802
+387
+9% +$22K 0.02% 624
2022
Q4 		$250K Buy
+4,415
New +$236K 0.02% 623
2022
Q1 		– Sell
-3,929
Closed -$238K – 870
2021
Q4 		$238K Sell
3,929
-36
-0.9% -$2.14K 0.02% 734
2021
Q3 		$242K Buy
3,965
+913
+30% +$58.2K 0.02% 404
2021
Q2 		$201K Sell
3,052
-197
-6% -$13.1K 0.02% 703
2021
Q1 		$204K Buy
3,249
+89
+3% +$5.67K 0.02% 623
2020
Q4 		$215K Buy
+3,160
New +$214K 0.02% 573

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

J.W. Cole Advisors's UL Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Unilever (UL) in Q1 2026, closing a stake of 17,042 shares — an estimated $1.1M sold.

J.W. Cole Advisors first reported a position in UL in Q4 2020 and held it in 14 quarters. The position peaked at $1.11M in Q3 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 17,042 Unilever shares in Q1 2026, an estimated $1.1M.
  • J.W. Cole Advisors first reported a position in Unilever in Q4 2020 and held it in 14 quarters.
  • J.W. Cole Advisors's Unilever position peaked at $1.11M in Q3 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.