Level Four Advisory Services’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
$778K Buy
13,653
+1,218
+10% +$81.6K 0.03% 472
2025
Q4
$813K Buy
12,435
+655
+6% +$44K 0.03% 449
2025
Q3
$786K Buy
11,780
+274
+2% +$18.9K 0.03% 454
2025
Q2
$792K Buy
11,506
+262
+2% +$18.4K 0.03% 427
2025
Q1
$753K Buy
11,244
+1,183
+12% +$76.3K 0.03% 415
2024
Q4
$642K Buy
10,061
+1,043
+12% +$70.4K 0.03% 445
2024
Q3
$618K Sell
9,018
-738
-8% -$51K 0.03% 459
2024
Q2
$604K Buy
9,756
+3,257
+50% +$192K 0.03% 444
2024
Q1
$354K Buy
6,499
+175
+3% +$9.7K 0.02% 563
2023
Q4
$345K Sell
6,324
-1,801
-22% -$97.2K 0.02% 566
2023
Q3
$452K Buy
+8,125
New +$470K 0.03% 472
2018
Q1
Sell
-14,340
Closed -$893K 560
2017
Q4
$893K Buy
14,340
+987
+7% +$62.5K 0.07% 255
2017
Q3
$871K Buy
13,353
+6,687
+100% +$430K 0.08% 245
2017
Q2
$368K Sell
6,666
-3,699
-36% -$221K 0.06% 315
2017
Q1
$574K Sell
10,365
-219
-2% -$11.1K 0.06% 296
2016
Q4
$485K Buy
+10,584
New +$493K 0.06% 279

Other funds holding UL

Level Four Advisory Services's UL Position: Q1 2026 in Review

Level Four Advisory Services increased its Unilever (UL) stake by 9.8% in Q1 2026, buying an estimated $81.6K and bringing the position to 13,653 shares worth $778K. The position accounts for 0.03% of the portfolio, ranked #472.

Level Four Advisory Services first reported a position in UL in Q4 2016 and has held it in 16 quarters since. The position peaked at $893K in Q4 2017. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Level Four Advisory Services held 13,653 shares of Unilever worth $778K as of Q1 2026.
  • Level Four Advisory Services bought 1,218 Unilever shares in Q1 2026, an estimated $81.6K.
  • Unilever made up 0.03% of Level Four Advisory Services's portfolio in Q1 2026, its #472 holding.
  • Level Four Advisory Services first reported a position in Unilever in Q4 2016 and has held it in 16 quarters since.
  • Level Four Advisory Services's Unilever position peaked at $893K in Q4 2017.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.