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Lorne Steinberg Wealth Management’s Unilever UL Stock Holding History

Lorne Steinberg Wealth 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 		$4.93M Sell
86,595
-13
-0% -$871 1.17% 37
2025
Q4 		$5.66M Sell
86,608
-144
-0.2% -$9.68K 1.3% 36
2025
Q3 		$5.79M Buy
86,752
+2,689
+3% +$186K 1.39% 36
2025
Q2 		$5.78M Sell
84,063
-231
-0.3% -$16.2K 1.51% 31
2025
Q1 		$5.65M Buy
84,294
+11,218
+15% +$724K 1.65% 30
2024
Q4 		$4.66M Sell
73,076
-8
-0% -$540 1.35% 36
2024
Q3 		$5.34M Sell
73,084
-134
-0.2% -$9.26K 1.54% 34
2024
Q2 		$4.53M Buy
73,218
+356
+0.5% +$21K 1.46% 36
2024
Q1 		$4.11M Buy
72,862
+382
+0.5% +$21.2K 1.28% 38
2023
Q4 		$3.95M Sell
72,480
-289
-0.4% -$15.6K 1.33% 41
2023
Q3 		$4.04M Sell
72,769
-955
-1% -$55.2K 1.56% 33
2023
Q2 		$4.32M Sell
73,724
-360
-0.5% -$21.4K 1.63% 34
2023
Q1 		$4.33M Buy
74,084
+497
+0.7% +$28.2K 1.73% 29
2022
Q4 		$4.17M Sell
73,587
-133
-0.2% -$7.12K 1.79% 26
2022
Q3 		$3.64M Sell
73,720
-449
-0.6% -$23.5K 1.77% 28
2022
Q2 		$3.82M Sell
74,169
-2,578
-3% -$131K 1.8% 27
2022
Q1 		$3.94M Sell
76,747
-978
-1% -$54.4K 1.82% 30
2021
Q4 		$4.7M Sell
77,725
-1,938
-2% -$115K 2.02% 23
2021
Q3 		$4.86M Buy
79,663
+867
+1% +$55.3K 2.35% 22
2021
Q2 		$5.19M Buy
78,796
+17,863
+29% +$1.19M 2.55% 20
2021
Q1 		$3.83M Sell
60,933
-2,307
-4% -$147K 2.03% 27
2020
Q4 		$4.31M Buy
+63,240
New +$4.29M 2.68% 14

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

Lorne Steinberg Wealth Management's UL Position: Q1 2026 in Review

Lorne Steinberg Wealth Management reduced its Unilever (UL) stake by 0.02% in Q1 2026, selling an estimated $871 and leaving 86,595 shares worth $4.93M. The position accounts for 1.17% of the portfolio, ranked #37.

Lorne Steinberg Wealth Management first reported a position in UL in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.79M in Q3 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Lorne Steinberg Wealth Management held 86,595 shares of Unilever worth $4.93M as of Q1 2026.
  • Lorne Steinberg Wealth Management sold 13 Unilever shares in Q1 2026, an estimated $871.
  • Unilever made up 1.17% of Lorne Steinberg Wealth Management's portfolio in Q1 2026, its #37 holding.
  • Lorne Steinberg Wealth Management first reported a position in Unilever in Q4 2020 and has held it in 22 quarters since.
  • Lorne Steinberg Wealth Management's Unilever position peaked at $5.79M in Q3 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.