Legacy Capital Group California’s Unilever UL Stock Holding History

Legacy Capital Group California’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	$513K	Sell	9,009 -7,411	-45%	-$497K	0.2%	174
2025 Q4	$1.07M	Sell	16,420 -38	-0.2%	-$2.55K	0.26%	98
2025 Q3	$1.1M	Sell	16,458 -2,851	-15%	-$197K	0.28%	91
2025 Q2	$1.33M	Buy	19,309 +353	+2%	+$24.8K	0.37%	58
2025 Q1	$1.27M	Buy	18,956 +1,239	+7%	+$79.9K	0.44%	37
2024 Q4	$1.13M	Buy	17,717 +4,058	+30%	+$274K	0.34%	60
2024 Q3	$998K	Buy	13,659 +1,137	+9%	+$78.6K	0.33%	70
2024 Q2	$775K	Buy	12,522 +2,226	+22%	+$132K	0.28%	105
2024 Q1	$581K	Buy	10,296 +2,127	+26%	+$118K	0.21%	150
2023 Q4	$446K	Sell	8,169 -1,771	-18%	-$95.5K	0.17%	175
2023 Q3	$552K	Buy	9,940 +1,984	+25%	+$115K	0.24%	127
2023 Q2	$467K	Buy	7,956 +4,494	+130%	+$267K	0.19%	162
2023 Q1	$202K	Buy	+3,462	New	+$197K	0.1%	229

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

Legacy Capital Group California's UL Position: Q1 2026 in Review

Legacy Capital Group California reduced its Unilever (UL) stake by 45% in Q1 2026, selling an estimated $497K and leaving 9,009 shares worth $513K. The position accounts for 0.2% of the portfolio, ranked #174.

Legacy Capital Group California first reported a position in UL in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.33M in Q2 2025. 1,167 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Legacy Capital Group California held 9,009 shares of Unilever worth $513K as of Q1 2026.
Legacy Capital Group California sold 7,411 Unilever shares in Q1 2026, an estimated $497K.
Unilever made up 0.2% of Legacy Capital Group California's portfolio in Q1 2026, its #174 holding.
Legacy Capital Group California first reported a position in Unilever in Q1 2023 and has held it in 13 quarters since.
Legacy Capital Group California's Unilever position peaked at $1.33M in Q2 2025.
1,167 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.