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Navellier & Associates’s Unilever UL Stock Holding History

Navellier & Associates’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 		$582K Hold
10,215
– – 0.06% 194
2025
Q4 		$668K Hold
10,215
– – 0.07% 187
2025
Q3 		$681K Hold
10,215
– – 0.07% 222
2025
Q2 		$703K Hold
10,215
– – 0.09% 176
2025
Q1 		$729K Hold
10,215
– – 0.1% 163
2024
Q4 		$652K Hold
10,215
– – 0.08% 212
2024
Q3 		$747K Hold
10,215
– – 0.1% 173
2024
Q2 		$632K Hold
10,215
– – 0.07% 209
2024
Q1 		$577K Hold
10,215
– – 0.07% 218
2023
Q4 		$557K Hold
10,215
– – 0.08% 209
2023
Q3 		$568K Buy
+10,215
New +$590K 0.1% 194

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

Navellier & Associates's UL Position: Q1 2026 in Review

Navellier & Associates held its Unilever (UL) position steady in Q1 2026 at 10,215 shares worth $582K. The position accounts for 0.06% of the portfolio, ranked #194.

Navellier & Associates first reported a position in UL in Q3 2023 and has held it in 11 quarters since. The position peaked at $747K in Q3 2024. 1,169 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Navellier & Associates held 10,215 shares of Unilever worth $582K as of Q1 2026.
  • Navellier & Associates left its Unilever share count unchanged in Q1 2026.
  • Unilever made up 0.06% of Navellier & Associates's portfolio in Q1 2026, its #194 holding.
  • Navellier & Associates first reported a position in Unilever in Q3 2023 and has held it in 11 quarters since.
  • Navellier & Associates's Unilever position peaked at $747K in Q3 2024.
  • 1,169 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Navellier & Associates's 13F filing for Q1 2026, filed 7 May 2026.