LPL Financial’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 | $93M | Buy |
1,632,782
+295,856
| +22% | +$19.8M | 0.02% | 618 |
|
|
2025
Q4 | $87.4M | Buy |
1,336,926
+408,207
| +44% | +$27.4M | 0.02% | 608 |
|
|
2025
Q3 | $61.9M | Buy |
928,719
+143,899
| +18% | +$9.93M | 0.02% | 742 |
|
|
2025
Q2 | $54M | Buy |
784,820
+91,593
| +13% | +$6.43M | 0.02% | 725 |
|
|
2025
Q1 | $46.4M | Sell |
693,227
-186,549
| -21% | -$12M | 0.02% | 712 |
|
|
2024
Q4 | $56.1M | Buy |
879,776
+77,252
| +10% | +$5.22M | 0.02% | 601 |
|
|
2024
Q3 | $58.6M | Buy |
802,524
+17,215
| +2% | +$1.19M | 0.03% | 556 |
|
|
2024
Q2 | $48.6M | Sell |
785,309
-152,688
| -16% | -$9.02M | 0.02% | 572 |
|
|
2024
Q1 | $53M | Sell |
937,997
-76,144
| -8% | -$4.22M | 0.03% | 531 |
|
|
2023
Q4 | $55.3M | Sell |
1,014,141
-148,687
| -13% | -$8.02M | 0.03% | 468 |
|
|
2023
Q3 | $64.6M | Buy |
1,162,828
+65,452
| +6% | +$3.78M | 0.05% | 373 |
|
|
2023
Q2 | $64.4M | Buy |
1,097,376
+125,831
| +13% | +$7.47M | 0.05% | 364 |
|
|
2023
Q1 | $56.8M | Buy |
971,545
+107,181
| +12% | +$6.09M | 0.04% | 381 |
|
|
2022
Q4 | $49M | Buy |
864,364
+301,679
| +54% | +$16.1M | 0.04% | 403 |
|
|
2022
Q3 | $27.8M | Buy |
562,685
+75,178
| +15% | +$3.93M | 0.03% | 512 |
|
|
2022
Q2 | $25.1M | Buy |
487,507
+282,499
| +138% | +$14.4M | 0.02% | 556 |
|
|
2022
Q1 | $10.5M | Sell |
205,008
-322,416
| -61% | -$17.9M | 0.01% | 963 |
|
|
2021
Q4 | $31.9M | Buy |
527,424
+15,188
| +3% | +$902K | 0.03% | 494 |
|
|
2021
Q3 | $31.2M | Buy |
512,236
+55,037
| +12% | +$3.51M | 0.03% | 461 |
|
|
2021
Q2 | $30.1M | Buy |
457,199
+49,964
| +12% | +$3.32M | 0.03% | 450 |
|
|
2021
Q1 | $25.6M | Buy |
407,235
+31,797
| +8% | +$2.02M | 0.03% | 457 |
|
|
2020
Q4 | $25.5M | Buy |
375,438
+70,448
| +23% | +$4.78M | 0.03% | 401 |
|
|
2020
Q3 | $21.2M | Buy |
304,990
+1,163
| +0.4% | +$77.6K | 0.03% | 386 |
|
|
2020
Q2 | $18.8M | Buy |
303,827
+95,929
| +46% | +$5.73M | 0.03% | 392 |
|
|
2020
Q1 | $11.8M | Buy |
207,898
+91,121
| +78% | +$5.72M | 0.03% | 452 |
|
|
2019
Q4 | $7.51M | Buy |
116,777
+7,916
| +7% | +$526K | 0.01% | 677 |
|
|
2019
Q3 | $7.36M | Sell |
108,861
-4,939
| -4% | -$342K | 0.02% | 641 |
|
|
2019
Q2 | $7.93M | Buy |
113,800
+7,998
| +8% | +$543K | 0.02% | 600 |
|
|
2019
Q1 | $6.87M | Sell |
105,802
-61
| -0.1% | -$3.72K | 0.02% | 636 |
|
|
2018
Q4 | $6.22M | Sell |
105,863
-2,087
| -2% | -$126K | 0.02% | 610 |
|
|
2018
Q3 | $6.68M | Buy |
107,950
+20,146
| +23% | +$1.27M | 0.02% | 625 |
|
|
2018
Q2 | $5.46M | Buy |
87,804
+5,857
| +7% | +$364K | 0.01% | 676 |
|
|
2018
Q1 | $5.12M | Sell |
81,947
-805
| -1% | -$49K | 0.01% | 688 |
|
|
2017
Q4 | $5.15M | Buy |
82,752
+5,733
| +7% | +$363K | 0.02% | 651 |
|
|
2017
Q3 | $5.02M | Buy |
77,019
+9,735
| +14% | +$626K | 0.02% | 592 |
|
|
2017
Q2 | $4.1M | Sell |
67,284
-3,650
| -5% | -$218K | 0.02% | 631 |
|
|
2017
Q1 | $3.93M | Sell |
70,934
-60,875
| -46% | -$3.08M | 0.03% | 515 |
|
|
2016
Q4 | $6.01M | Buy |
131,809
+525
| +0.4% | +$24.5K | 0.05% | 345 |
|
|
2016
Q3 | $7.05M | Sell |
131,284
-1,201
| -0.9% | -$63.4K | 0.07% | 275 |
|
|
2016
Q2 | $7.06M | Sell |
132,485
-103,751
| -44% | -$5.33M | 0.06% | 278 |
|
|
2016
Q1 | $12M | Buy |
236,236
+1,908
| +0.8% | +$92.8K | 0.03% | 386 |
|
|
2015
Q4 | $11.1M | Buy |
234,328
+120,588
| +106% | +$5.88M | 0.03% | 410 |
|
|
2015
Q3 | $5.4M | Sell |
113,740
-35,752
| -24% | -$1.71M | 0.03% | 437 |
|
|
2015
Q2 | $7.15M | Buy |
149,492
+27,424
| +22% | +$1.36M | 0.04% | 400 |
|
|
2015
Q1 | $5.74M | Buy |
122,068
+23,849
| +24% | +$1.14M | 0.03% | 453 |
|
|
2014
Q4 | $4.47M | Sell |
98,219
-18,894
| -16% | -$867K | 0.02% | 527 |
|
|
2014
Q3 | $5.43M | Buy |
117,113
+1,247
| +1% | +$61.6K | 0.03% | 432 |
|
|
2014
Q2 | $5.91M | Sell |
115,866
-3,178
| -3% | -$159K | 0.03% | 413 |
|
|
2014
Q1 | $5.73M | Sell |
119,044
-9,157
| -7% | -$413K | 0.04% | 401 |
|
|
2013
Q4 | $5.94M | Buy |
128,201
+9,890
| +8% | +$443K | 0.04% | 397 |
|
|
2013
Q3 | $5.11M | Buy |
118,311
+15,778
| +15% | +$716K | 0.03% | 409 |
|
|
2013
Q2 | $4.67M | Buy |
+102,533
| New | +$4.87M | 0.03% | 398 |
|
Other funds holding UL
LPL Financial's UL Position: Q1 2026 in Review
LPL Financial increased its Unilever (UL) stake by 22% in Q1 2026, buying an estimated $19.8M and bringing the position to 1,632,782 shares worth $93M. The position accounts for 0.02% of the portfolio, ranked #618.
LPL Financial first reported a position in UL in Q2 2013 and has held it in 52 quarters since. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.
- LPL Financial held 1,632,782 shares of Unilever worth $93M as of Q1 2026.
- LPL Financial bought 295,856 Unilever shares in Q1 2026, an estimated $19.8M.
- Unilever made up 0.02% of LPL Financial's portfolio in Q1 2026, its #618 holding.
- LPL Financial first reported a position in Unilever in Q2 2013 and has held it in 52 quarters since.
- 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.