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NewSquare Capital’s Unilever UL Stock Holding History

NewSquare Capital’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 		$5.65M Sell
99,155
-989
-1% -$66.3K 0.49% 69
2025
Q4 		$6.55M Sell
100,144
-41,559
-29% -$2.79M 0.58% 41
2025
Q3 		$9.45M Buy
141,703
+1,310
+0.9% +$90.4K 0.64% 39
2025
Q2 		$9.66M Buy
140,393
+8,078
+6% +$567K 0.72% 38
2025
Q1 		$8.86M Sell
132,315
-374
-0.3% -$24.1K 0.72% 34
2024
Q4 		$8.46M Buy
132,689
+269
+0.2% +$18.2K 0.68% 38
2024
Q3 		$9.68M Sell
132,420
-910
-0.7% -$62.9K 0.77% 33
2024
Q2 		$8.25M Buy
133,330
+3,049
+2% +$180K 0.71% 35
2024
Q1 		$7.36M Buy
130,281
+130,192
+146,283% +$7.21M 0.65% 44
2023
Q4 		$4.85K Hold
89
– – ﹤0.01% 318
2023
Q3 		$4.94K Hold
89
– – ﹤0.01% 383
2023
Q2 		$5.21K Sell
89
-87
-49% -$5.17K ﹤0.01% 415
2023
Q1 		$10.3K Sell
176
-2
-1% -$114 ﹤0.01% 350
2022
Q4 		$10.1K Sell
178
-89
-33% -$4.76K ﹤0.01% 289
2022
Q3 		$13K Hold
267
– – ﹤0.01% 245
2022
Q2 		$14K Hold
267
– – ﹤0.01% 239
2022
Q1 		$14K Buy
+267
New +$14.9K ﹤0.01% 252
2021
Q3 		– Sell
-36
Closed -$2K – 390
2021
Q2 		$2K Hold
36
– – ﹤0.01% 332
2021
Q1 		$2K Hold
36
– – ﹤0.01% 311
2020
Q4 		$2K Hold
36
– – ﹤0.01% 316
2020
Q3 		$2K Sell
36
-7
-16% -$467 ﹤0.01% 306
2020
Q2 		$3K Buy
43
+7
+19% +$418 ﹤0.01% 300
2020
Q1 		$2K Hold
36
– – ﹤0.01% 322
2019
Q4 		$2K Hold
36
– – ﹤0.01% 285
2019
Q3 		$2K Buy
+36
New +$2.5K ﹤0.01% 258
2016
Q4 		– Sell
-271
Closed -$14K – 450
2016
Q3 		$14K Hold
271
– – ﹤0.01% 233
2016
Q2 		$15K Sell
271
-37
-12% -$1.9K ﹤0.01% 232
2016
Q1 		$16K Buy
+308
New +$15K ﹤0.01% 250

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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

NewSquare Capital's UL Position: Q1 2026 in Review

NewSquare Capital reduced its Unilever (UL) stake by 0.99% in Q1 2026, selling an estimated $66.3K and leaving 99,155 shares worth $5.65M. The position accounts for 0.49% of the portfolio, ranked #69.

NewSquare Capital first reported a position in UL in Q1 2016 and has held it in 28 quarters since. The position peaked at $9.68M in Q3 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • NewSquare Capital held 99,155 shares of Unilever worth $5.65M as of Q1 2026.
  • NewSquare Capital sold 989 Unilever shares in Q1 2026, an estimated $66.3K.
  • Unilever made up 0.49% of NewSquare Capital's portfolio in Q1 2026, its #69 holding.
  • NewSquare Capital first reported a position in Unilever in Q1 2016 and has held it in 28 quarters since.
  • NewSquare Capital's Unilever position peaked at $9.68M in Q3 2024.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.