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Lowe Brockenbrough & Co’s Unilever UL Stock Holding History

Lowe Brockenbrough & Co’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 		$7.53M Buy
132,154
+2,039
+2% +$137K 0.38% 67
2025
Q4 		$8.51M Buy
130,115
+367
+0.3% +$24.7K 0.42% 64
2025
Q3 		$8.65M Buy
129,748
+1,184
+0.9% +$81.7K 0.45% 60
2025
Q2 		$8.85M Sell
128,564
-2,024
-2% -$142K 0.5% 56
2025
Q1 		$8.75M Buy
130,588
+2,816
+2% +$182K 0.58% 54
2024
Q4 		$8.15M Buy
127,772
+1,639
+1% +$111K 0.52% 58
2024
Q3 		$9.22M Sell
126,133
-38,202
-23% -$2.64M 0.59% 55
2024
Q2 		$10.2M Buy
164,335
+122
+0.1% +$7.21K 0.68% 46
2024
Q1 		$9.27M Buy
164,213
+41,965
+34% +$2.32M 0.63% 52
2023
Q4 		$6.67M Sell
122,248
-50,136
-29% -$2.7M 0.52% 57
2023
Q3 		$9.58M Sell
172,384
-209
-0.1% -$12.1K 0.74% 43
2023
Q2 		$10.1M Buy
172,593
+5,113
+3% +$304K 0.76% 40
2023
Q1 		$9.78M Buy
+167,480
New +$9.52M 0.79% 38

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

Lowe Brockenbrough & Co's UL Position: Q1 2026 in Review

Lowe Brockenbrough & Co increased its Unilever (UL) stake by 1.6% in Q1 2026, buying an estimated $137K and bringing the position to 132,154 shares worth $7.53M. The position accounts for 0.38% of the portfolio, ranked #67.

Lowe Brockenbrough & Co first reported a position in UL in Q1 2023 and has held it in 13 quarters since. The position peaked at $10.2M in Q2 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Lowe Brockenbrough & Co held 132,154 shares of Unilever worth $7.53M as of Q1 2026.
  • Lowe Brockenbrough & Co bought 2,039 Unilever shares in Q1 2026, an estimated $137K.
  • Unilever made up 0.38% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #67 holding.
  • Lowe Brockenbrough & Co first reported a position in Unilever in Q1 2023 and has held it in 13 quarters since.
  • Lowe Brockenbrough & Co's Unilever position peaked at $10.2M in Q2 2024.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.