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McGuire Capital Advisors’s Unilever UL Stock Holding History

McGuire Capital 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 		– Sell
-137
Closed -$8.96K – 997
2025
Q4 		$8.96K Buy
+137
New +$9.21K 0.01% 429

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GQG Partners
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

McGuire Capital Advisors's UL Position: Q1 2026 in Review

McGuire Capital Advisors sold out of Unilever (UL) in Q1 2026, closing a stake of 137 shares — an estimated $8.96K sold.

McGuire Capital Advisors first reported a position in UL in Q4 2025 and held it in 1 quarter. The position peaked at $8.96K in Q4 2025. 1,173 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • McGuire Capital Advisors reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • McGuire Capital Advisors sold 137 Unilever shares in Q1 2026, an estimated $8.96K.
  • McGuire Capital Advisors first reported a position in Unilever in Q4 2025 and held it in 1 quarter.
  • McGuire Capital Advisors's Unilever position peaked at $8.96K in Q4 2025.
  • 1,173 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on McGuire Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.