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NewEdge Advisors’s Unilever UL Stock Holding History

NewEdge 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 		$8.89M Sell
156,124
-3,254
-2% -$218K 0.03% 482
2025
Q4 		$10.4M Buy
159,378
+115,238
+261% +$7.74M 0.04% 417
2025
Q3 		$2.94M Buy
44,140
+544
+1% +$37.5K 0.01% 828
2025
Q2 		$3M Sell
43,596
-2,281
-5% -$160K 0.02% 759
2025
Q1 		$3.07M Sell
45,877
-2,968
-6% -$191K 0.02% 676
2024
Q4 		$3.12M Buy
48,845
+7,178
+17% +$485K 0.02% 656
2024
Q3 		$3.04M Buy
41,667
+1,979
+5% +$137K 0.02% 633
2024
Q2 		$2.46M Buy
39,688
+5,196
+15% +$307K 0.02% 669
2024
Q1 		$1.95M Sell
34,492
-21,600
-39% -$1.2M 0.02% 706
2023
Q4 		$3.05M Sell
56,092
-481,774
-90% -$26M 0.03% 506
2023
Q3 		$29.9M Buy
537,866
+34,669
+7% +$2M 0.33% 78
2023
Q2 		$29.5M Buy
503,197
+479,324
+2,008% +$28.5M 0.33% 83
2023
Q1 		$1.39M Buy
23,873
+168
+0.7% +$9.54K 0.02% 660
2022
Q4 		$428K Buy
23,705
+5,967
+34% +$319K 0.01% 847
2022
Q3 		$875K Sell
17,738
-12,561
-41% -$656K 0.01% 695
2022
Q2 		$1.56M Buy
30,299
+6,951
+30% +$354K 0.03% 508
2022
Q1 		$1.2M Buy
23,348
+5,780
+33% +$322K 0.02% 587
2021
Q4 		$1.06M Buy
17,568
+424
+2% +$25.2K 0.02% 698
2021
Q3 		$1.05M Sell
17,144
-2,632
-13% -$168K 0.03% 514
2021
Q2 		$1.3M Buy
19,776
+844
+4% +$56.1K 0.03% 412
2021
Q1 		$1.19M Buy
18,932
+1,709
+10% +$109K 0.04% 406
2020
Q4 		$1.17M Buy
17,223
+3,571
+26% +$242K 0.04% 381
2020
Q3 		$947K Sell
13,652
-1,323
-9% -$88.3K 0.03% 404
2020
Q2 		$925K Buy
14,975
+1,005
+7% +$60.1K 0.04% 381
2020
Q1 		$795K Buy
13,970
+809
+6% +$50.8K 0.04% 355
2019
Q4 		$846K Sell
13,161
-433
-3% -$28.8K 0.03% 395
2019
Q3 		$919K Buy
13,594
+1,266
+10% +$87.7K 0.04% 356
2019
Q2 		$859K Buy
12,328
+1,375
+13% +$93.3K 0.05% 292
2019
Q1 		$711K Buy
10,953
+1,026
+10% +$62.5K 0.05% 323
2018
Q4 		$584 Buy
9,927
+322
+3% +$19.4K 0.04% 341
2018
Q3 		$594K Buy
9,605
+641
+7% +$40.4K 0.05% 322
2018
Q2 		$550 Buy
8,964
+357
+4% +$22.2K 0.05% 295
2018
Q1 		$530K Buy
8,607
+803
+10% +$48.9K 0.06% 256
2017
Q4 		$488K Buy
7,804
+346
+5% +$21.9K 0.07% 237
2017
Q3 		$479K Buy
7,458
+204
+3% +$13.1K 0.07% 215
2017
Q2 		$441K Buy
7,254
+738
+11% +$44K 0.08% 203
2017
Q1 		$359K Sell
6,516
-1,318
-17% -$66.7K 0.08% 185
2016
Q4 		$359K Sell
7,834
-36
-0.5% -$1.68K 0.1% 174
2016
Q3 		$420K Buy
7,870
+3,538
+82% +$187K 0.13% 135
2016
Q2 		$233K Buy
+4,332
New +$222K 0.1% 139

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 $336B AUM 34.66% 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 $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors's UL Position: Q1 2026 in Review

NewEdge Advisors reduced its Unilever (UL) stake by 2% in Q1 2026, selling an estimated $218K and leaving 156,124 shares worth $8.89M. The position accounts for 0.03% of the portfolio, ranked #482.

NewEdge Advisors first reported a position in UL in Q2 2016 and has held it in 40 quarters since. The position peaked at $29.9M in Q3 2023. 1,170 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • NewEdge Advisors held 156,124 shares of Unilever worth $8.89M as of Q1 2026.
  • NewEdge Advisors sold 3,254 Unilever shares in Q1 2026, an estimated $218K.
  • Unilever made up 0.03% of NewEdge Advisors's portfolio in Q1 2026, its #482 holding.
  • NewEdge Advisors first reported a position in Unilever in Q2 2016 and has held it in 40 quarters since.
  • NewEdge Advisors's Unilever position peaked at $29.9M in Q3 2023.
  • 1,170 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.