NW
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NewEdge Wealth’s Unilever UL Stock Holding History

NewEdge 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 		$3.44M Buy
60,384
+1,289
+2% +$86.4K 0.04% 300
2025
Q4 		$3.86M Buy
59,095
+7,257
+14% +$488K 0.04% 293
2025
Q3 		$3.57M Sell
51,838
-14,286
-22% -$986K 0.05% 269
2025
Q2 		$4.56M Sell
66,124
-15,566
-19% -$1.09M 0.07% 223
2025
Q1 		$5.47M Buy
81,690
+10,630
+15% +$686K 0.1% 172
2024
Q4 		$4.53M Buy
71,060
+1,973
+3% +$133K 0.08% 207
2024
Q3 		$5.05M Buy
69,087
+17,715
+34% +$1.22M 0.09% 191
2024
Q2 		$3.18M Buy
51,372
+888
+2% +$52.5K 0.07% 234
2024
Q1 		$2.95M Buy
50,484
+23,960
+90% +$1.33M 0.07% 250
2023
Q4 		$1.45M Buy
26,524
+11,763
+80% +$635K 0.04% 343
2023
Q3 		$820K Buy
14,761
+2,998
+25% +$173K 0.03% 383
2023
Q2 		$690K Buy
11,763
+1,861
+19% +$111K 0.02% 411
2023
Q1 		$579K Buy
9,902
+3,921
+66% +$223K 0.02% 394
2022
Q4 		$339K Sell
5,981
-815
-12% -$43.6K 0.01% 424
2022
Q3 		$335K Sell
6,796
-13,107
-66% -$685K 0.02% 405
2022
Q2 		$1.03M Buy
19,903
+12,844
+182% +$654K 0.05% 280
2022
Q1 		$362K Buy
+7,059
New +$393K 0.02% 339

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

NewEdge Wealth's UL Position: Q1 2026 in Review

NewEdge Wealth increased its Unilever (UL) stake by 2.2% in Q1 2026, buying an estimated $86.4K and bringing the position to 60,384 shares worth $3.44M. The position accounts for 0.04% of the portfolio, ranked #300.

NewEdge Wealth first reported a position in UL in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.47M in Q1 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • NewEdge Wealth held 60,384 shares of Unilever worth $3.44M as of Q1 2026.
  • NewEdge Wealth bought 1,289 Unilever shares in Q1 2026, an estimated $86.4K.
  • Unilever made up 0.04% of NewEdge Wealth's portfolio in Q1 2026, its #300 holding.
  • NewEdge Wealth first reported a position in Unilever in Q1 2022 and has held it in 17 quarters since.
  • NewEdge Wealth's Unilever position peaked at $5.47M in Q1 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

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