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NWAM LLC’s Unilever UL Stock Holding History

NWAM LLC’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 		$680K Buy
+11,942
New +$800K 0.04% 351
2023
Q3 		– Sell
-4,436
Closed -$260K – 549
2023
Q2 		$260K Buy
4,436
+661
+18% +$39.3K 0.02% 449
2023
Q1 		$221K Sell
3,775
-120
-3% -$6.82K 0.02% 436
2022
Q4 		$221K Buy
+3,895
New +$208K 0.02% 471

Other funds holding UL

Wellington Management Group
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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

NWAM LLC's UL Position: Q1 2026 in Review

NWAM LLC opened a new position in Unilever (UL) in Q1 2026: 11,942 shares worth $680K. The stake represents 0.04% of the portfolio and ranks #351 among its holdings. This is a return to the name: NWAM LLC previously reported a position in UL as recently as Q2 2023.

NWAM LLC first reported a position in UL in Q4 2022 and has held it in 4 quarters since. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • NWAM LLC held 11,942 shares of Unilever worth $680K as of Q1 2026.
  • Unilever was a new NWAM LLC position in Q1 2026.
  • Unilever made up 0.04% of NWAM LLC's portfolio in Q1 2026, its #351 holding.
  • NWAM LLC first reported a position in Unilever in Q4 2022 and has held it in 4 quarters since.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.