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Navigoe Wealth Management’s Unilever UL Stock Holding History

Navigoe 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 		– Sell
-220
Closed -$14K – 267
2025
Q4 		$14K Hold
220
– – 0.01% 133
2025
Q3 		$14K Buy
+220
New +$15.2K 0.01% 131

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State Farm Mutual Automobile Insurance
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ClearBridge Investments
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Fidelity Investments
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Navigoe Wealth Management's UL Position: Q1 2026 in Review

Navigoe Wealth Management sold out of Unilever (UL) in Q1 2026, closing a stake of 220 shares — an estimated $14K sold.

Navigoe Wealth Management first reported a position in UL in Q3 2025 and held it in 2 quarters. The position peaked at $14K in Q4 2025. 1,173 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Navigoe Wealth Management reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • Navigoe Wealth Management sold 220 Unilever shares in Q1 2026, an estimated $14K.
  • Navigoe Wealth Management first reported a position in Unilever in Q3 2025 and held it in 2 quarters.
  • Navigoe Wealth Management's Unilever position peaked at $14K in Q4 2025.
  • 1,173 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Navigoe Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.