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Naviter Wealth’s Unilever UL Stock Holding History

Naviter Wealth’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 		$2.64M Buy
45,908
+2,205
+5% +$148K 0.33% 72
2025
Q4 		$2.86M Sell
43,703
-9,404
-18% -$632K 0.37% 62
2025
Q3 		$3.54M Buy
53,107
+955
+2% +$65.9K 0.41% 60
2025
Q2 		$3.59M Buy
52,152
+1,513
+3% +$106K 0.44% 51
2025
Q1 		$3.37M Buy
50,639
+372
+0.7% +$24K 0.41% 61
2024
Q4 		$3.21M Sell
50,267
-1,192
-2% -$80.5K 0.39% 62
2024
Q3 		$3.76M Sell
51,459
-977
-2% -$67.5K 0.52% 48
2024
Q2 		$3.24M Buy
52,436
+2,215
+4% +$131K 0.48% 48
2024
Q1 		$2.84M Buy
50,221
+13,433
+37% +$744K 0.46% 55
2023
Q4 		$2.01M Buy
36,788
+2,622
+8% +$141K 0.4% 67
2023
Q3 		$1.9M Buy
34,166
+3,760
+12% +$217K 0.46% 49
2023
Q2 		$1.78M Buy
30,406
+3,744
+14% +$222K 0.45% 51
2023
Q1 		$1.56M Buy
26,662
+2,052
+8% +$117K 0.54% 41
2022
Q4 		$1.4M Buy
24,610
+1,838
+8% +$98.4K 0.38% 59
2022
Q3 		$1.12M Buy
22,772
+262
+1% +$13.7K 0.46% 44
2022
Q2 		$1.16M Buy
+22,510
New +$1.15M 0.48% 39

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

Naviter Wealth's UL Position: Q1 2026 in Review

Naviter Wealth increased its Unilever (UL) stake by 5% in Q1 2026, buying an estimated $148K and bringing the position to 45,908 shares worth $2.64M. The position accounts for 0.33% of the portfolio, ranked #72.

Naviter Wealth first reported a position in UL in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.76M in Q3 2024. 1,169 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Naviter Wealth held 45,908 shares of Unilever worth $2.64M as of Q1 2026.
  • Naviter Wealth bought 2,205 Unilever shares in Q1 2026, an estimated $148K.
  • Unilever made up 0.33% of Naviter Wealth's portfolio in Q1 2026, its #72 holding.
  • Naviter Wealth first reported a position in Unilever in Q2 2022 and has held it in 16 quarters since.
  • Naviter Wealth's Unilever position peaked at $3.76M in Q3 2024.
  • 1,169 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.