Lido Advisors
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Lido Advisors’s Unilever UL Stock Holding History

Lido Advisors’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 		$1.92M Buy
33,556
+11,766
+54% +$789K 0.01% 719
2025
Q4 		$1.43M Sell
21,790
-10,320
-32% -$694K ﹤0.01% 843
2025
Q3 		$2.14M Buy
32,110
+16,979
+112% +$1.17M 0.01% 671
2025
Q2 		$1.04M Buy
15,131
+391
+3% +$27.4K ﹤0.01% 832
2025
Q1 		$988K Buy
14,740
+1,986
+16% +$128K ﹤0.01% 785
2024
Q4 		$814K Sell
12,754
-1,374
-10% -$92.8K ﹤0.01% 838
2024
Q3 		$1.03M Buy
14,128
+6,338
+81% +$438K 0.01% 696
2024
Q2 		$482K Buy
7,790
+374
+5% +$22.1K ﹤0.01% 941
2024
Q1 		$419K Buy
7,416
+828
+13% +$45.9K ﹤0.01% 955
2023
Q4 		$359K Sell
6,588
-425
-6% -$22.9K ﹤0.01% 964
2023
Q3 		$390K Buy
7,013
+203
+3% +$11.7K ﹤0.01% 830
2023
Q2 		$399K Buy
6,810
+2,723
+67% +$162K ﹤0.01% 805
2023
Q1 		$239K Buy
4,087
+136
+3% +$7.73K ﹤0.01% 944
2022
Q4 		$224K Sell
3,951
-1,936
-33% -$104K ﹤0.01% 874
2022
Q3 		$290K Sell
5,887
-18,325
-76% -$957K ﹤0.01% 763
2022
Q2 		$1.25M Sell
24,212
-124,494
-84% -$6.34M 0.02% 299
2022
Q1 		$7.62M Buy
148,706
+17,599
+13% +$980K 0.09% 113
2021
Q4 		$7.93M Buy
131,107
+21,105
+19% +$1.25M 0.09% 121
2021
Q3 		$6.71M Buy
110,002
+105,754
+2,490% +$6.74M 0.09% 118
2021
Q2 		$280K Buy
4,248
+26
+0.6% +$1.73K ﹤0.01% 744
2021
Q1 		$265K Sell
4,222
-62
-1% -$3.95K ﹤0.01% 707
2020
Q4 		$290K Buy
+4,284
New +$291K 0.01% 634

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

Lido Advisors's UL Position: Q1 2026 in Review

Lido Advisors increased its Unilever (UL) stake by 54% in Q1 2026, buying an estimated $789K and bringing the position to 33,556 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #719.

Lido Advisors first reported a position in UL in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.93M in Q4 2021. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Lido Advisors held 33,556 shares of Unilever worth $1.92M as of Q1 2026.
  • Lido Advisors bought 11,766 Unilever shares in Q1 2026, an estimated $789K.
  • Unilever made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #719 holding.
  • Lido Advisors first reported a position in Unilever in Q4 2020 and has held it in 22 quarters since.
  • Lido Advisors's Unilever position peaked at $7.93M in Q4 2021.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.