NEAM
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New England Asset Management’s Unilever UL Stock Holding History

New England Asset 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 		$5.86M Sell
102,783
-2
-0% -$134 0.74% 45
2025
Q4 		$6.72M Buy
102,785
+2,856
+3% +$192K 0.88% 36
2025
Q3 		$6.66M Buy
99,929
+622
+0.6% +$42.9K 0.87% 34
2025
Q2 		$6.83M Buy
99,307
+480
+0.5% +$33.7K 1.06% 30
2025
Q1 		$6.62M Buy
98,827
+19,947
+25% +$1.29M 1.07% 30
2024
Q4 		$5.03M Sell
78,880
-10,387
-12% -$701K 0.86% 41
2024
Q3 		$6.52M Buy
89,267
+671
+0.8% +$46.4K 1.02% 35
2024
Q2 		$5.48M Buy
+88,596
New +$5.24M 0.91% 40

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Bank of America
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State Farm Mutual Automobile Insurance
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ClearBridge Investments
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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

New England Asset Management's UL Position: Q1 2026 in Review

New England Asset Management reduced its Unilever (UL) stake by 0% in Q1 2026, selling an estimated $134 and leaving 102,783 shares worth $5.86M. The position accounts for 0.74% of the portfolio, ranked #45.

New England Asset Management first reported a position in UL in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.83M in Q2 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • New England Asset Management held 102,783 shares of Unilever worth $5.86M as of Q1 2026.
  • New England Asset Management sold 2 Unilever shares in Q1 2026, an estimated $134.
  • Unilever made up 0.74% of New England Asset Management's portfolio in Q1 2026, its #45 holding.
  • New England Asset Management first reported a position in Unilever in Q2 2024 and has held it in 8 quarters since.
  • New England Asset Management's Unilever position peaked at $6.83M in Q2 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on New England Asset Management's 13F filing for Q1 2026, filed 15 May 2026.