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Laurel Wealth Advisors (North Carolina)’s Unilever UL Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-39
Closed -$2.55K – 617
2025
Q4 		$2.55K Buy
+39
New +$2.62K ﹤0.01% 595
2025
Q2 		– Sell
-39
Closed -$2.62K – 634
2025
Q1 		$2.62K Hold
39
– – ﹤0.01% 586
2024
Q4 		$2.5K Sell
39
-644
-94% -$43.5K ﹤0.01% 611
2024
Q3 		$49.9K Sell
683
-89
-12% -$6.15K 0.01% 312
2024
Q2 		$47.7K Sell
772
-53
-6% -$3.13K 0.01% 296
2024
Q1 		$46.6K Buy
825
+39
+5% +$2.16K 0.01% 306
2023
Q4 		$42.9K Hold
786
– – 0.01% 293
2023
Q3 		$43.7K Sell
786
-89
-10% -$5.14K 0.01% 288
2023
Q2 		$51.3K Hold
875
– – 0.01% 278
2023
Q1 		$51.1K Buy
875
+822
+1,551% +$46.7K 0.01% 277
2022
Q4 		$3.02K Hold
53
– – ﹤0.01% 464
2022
Q3 		$3K Hold
53
– – ﹤0.01% 470
2022
Q2 		$3K Hold
53
– – ﹤0.01% 512
2022
Q1 		$3K Hold
53
– – ﹤0.01% 561
2021
Q4 		$3K Hold
53
– – ﹤0.01% 556
2021
Q3 		$3K Hold
53
– – ﹤0.01% 565
2021
Q2 		$4K Hold
53
– – ﹤0.01% 583
2021
Q1 		$3K Hold
53
– – ﹤0.01% 578
2020
Q4 		$4K Buy
+53
New +$3.6K ﹤0.01% 505

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

Laurel Wealth Advisors (North Carolina)'s UL Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Unilever (UL) in Q1 2026, closing a stake of 39 shares — an estimated $2.55K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in UL in Q4 2020 and held it in 19 quarters. The position peaked at $51.3K in Q2 2023. 1,167 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 39 Unilever shares in Q1 2026, an estimated $2.55K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Unilever in Q4 2020 and held it in 19 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Unilever position peaked at $51.3K in Q2 2023.
  • 1,167 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.