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Leisure Capital Management’s Unilever UL Stock Holding History

Leisure Capital Management’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 		$770K Sell
13,522
-585
-4% -$39.2K 0.27% 84
2025
Q4 		$923K Sell
14,107
-422
-3% -$28.4K 0.31% 80
2025
Q3 		$969K Sell
14,529
-405
-3% -$28K 0.33% 77
2025
Q2 		$1.03M Buy
14,934
+36
+0.2% +$2.53K 0.39% 72
2025
Q1 		$998K Buy
14,898
+902
+6% +$58.2K 0.41% 72
2024
Q4 		$893K Sell
13,996
-688
-5% -$46.5K 0.35% 76
2024
Q3 		$1.07M Buy
14,684
+272
+2% +$18.8K 0.46% 67
2024
Q2 		$892K Sell
14,412
-90
-0.6% -$5.32K 0.42% 74
2024
Q1 		$819K Buy
14,502
+1,080
+8% +$59.8K 0.41% 82
2023
Q4 		$732K Sell
13,422
-5,071
-27% -$274K 0.4% 81
2023
Q3 		$1.03M Buy
18,493
+609
+3% +$35.2K 0.59% 57
2023
Q2 		$1.05M Buy
17,884
+213
+1% +$12.6K 0.58% 60
2023
Q1 		$1.03M Buy
17,671
+194
+1% +$11K 0.59% 59
2022
Q4 		$990K Sell
17,477
-13
-0.1% -$696 0.51% 62
2022
Q3 		$863K Buy
17,490
+759
+5% +$39.7K 0.52% 66
2022
Q2 		$863K Sell
16,731
-256
-2% -$13K 0.45% 71
2022
Q1 		$871K Buy
16,987
+3,335
+24% +$186K 0.44% 76
2021
Q4 		$826K Sell
13,652
-251
-2% -$14.9K 0.38% 86
2021
Q3 		$848K Buy
13,903
+447
+3% +$28.5K 0.46% 77
2021
Q2 		$886K Buy
13,456
+326
+2% +$21.7K 0.49% 72
2021
Q1 		$825K Buy
13,130
+513
+4% +$32.7K 0.5% 71
2020
Q4 		$857K Buy
+12,617
New +$856K 0.56% 64

Other funds holding UL

Wellington Management Group
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Fisher Asset Management
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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

Leisure Capital Management's UL Position: Q1 2026 in Review

Leisure Capital Management reduced its Unilever (UL) stake by 4.1% in Q1 2026, selling an estimated $39.2K and leaving 13,522 shares worth $770K. The position accounts for 0.27% of the portfolio, ranked #84.

Leisure Capital Management first reported a position in UL in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.07M in Q3 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Leisure Capital Management held 13,522 shares of Unilever worth $770K as of Q1 2026.
  • Leisure Capital Management sold 585 Unilever shares in Q1 2026, an estimated $39.2K.
  • Unilever made up 0.27% of Leisure Capital Management's portfolio in Q1 2026, its #84 holding.
  • Leisure Capital Management first reported a position in Unilever in Q4 2020 and has held it in 22 quarters since.
  • Leisure Capital Management's Unilever position peaked at $1.07M in Q3 2024.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Leisure Capital Management's 13F filing for Q1 2026, filed 8 May 2026.