Klingman & Associates’s Unilever UL Stock Holding History

Klingman & Associates’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	$244K	Buy	4,291 +16	+0.4%	+$1.07K	0.01%	292
2025 Q4	$280K	Buy	4,275 +40	+0.9%	+$2.69K	0.01%	266
2025 Q3	$282K	Buy	4,235 +55	+1%	+$3.8K	0.01%	262
2025 Q2	$288K	Buy	+4,180	New	+$293K	0.02%	249
2016 Q4	–	Sell	-412	Closed	-$22K	–	304
2016 Q3	$22K	Hold	412	–	–	0.01%	258
2016 Q2	$22K	Hold	412	–	–	0.01%	253
2016 Q1	$21K	Hold	412	–	–	0.01%	251
2015 Q4	$20K	Hold	412	–	–	0.01%	269
2015 Q3	$18K	Sell	412 -728	-64%	-$34.8K	0.01%	271
2015 Q2	$55K	Buy	1,140 +728	+177%	+$36K	0.02%	177
2015 Q1	$19K	Buy	+412	New	+$19.7K	0.01%	245

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Klingman & Associates's UL Position: Q1 2026 in Review

Klingman & Associates increased its Unilever (UL) stake by 0.37% in Q1 2026, buying an estimated $1.07K and bringing the position to 4,291 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #292.

Klingman & Associates first reported a position in UL in Q1 2015 and has held it in 11 quarters since. The position peaked at $288K in Q2 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Klingman & Associates held 4,291 shares of Unilever worth $244K as of Q1 2026.
Klingman & Associates bought 16 Unilever shares in Q1 2026, an estimated $1.07K.
Unilever made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #292 holding.
Klingman & Associates first reported a position in Unilever in Q1 2015 and has held it in 11 quarters since.
Klingman & Associates's Unilever position peaked at $288K in Q2 2025.
1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.