Jessup 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
Sell
-669
Closed -$43.8K 329
2025
Q4
$43.8K Buy
+669
New +$45K 0.01% 158

Other funds holding UL

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

Jessup Wealth Management sold out of Unilever (UL) in Q1 2026, closing a stake of 669 shares — an estimated $43.8K sold.

Jessup Wealth Management first reported a position in UL in Q4 2025 and held it in 1 quarter. The position peaked at $43.8K in Q4 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Jessup Wealth Management reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 669 Unilever shares in Q1 2026, an estimated $43.8K.
  • Jessup Wealth Management first reported a position in Unilever in Q4 2025 and held it in 1 quarter.
  • Jessup Wealth Management's Unilever position peaked at $43.8K in Q4 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.