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Old Port Advisors’s Unilever UL Stock Holding History

Old Port 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 		$2.93M Buy
51,391
+1,518
+3% +$102K 0.67% 46
2025
Q4 		$3.26M Buy
49,873
+274
+0.6% +$18.4K 0.8% 34
2025
Q3 		$3.31M Sell
49,599
-174
-0.3% -$12K 0.83% 32
2025
Q2 		$3.43M Sell
49,773
-287
-0.6% -$20.1K 0.93% 25
2025
Q1 		$3.35M Sell
50,060
-323
-0.6% -$20.8K 0.99% 24
2024
Q4 		$3.21M Sell
50,383
-240
-0.5% -$16.2K 0.92% 24
2024
Q3 		$3.7M Sell
50,623
-893
-2% -$61.7K 1.03% 21
2024
Q2 		$3.19M Buy
51,516
+672
+1% +$39.7K 0.95% 28
2024
Q1 		$2.87M Buy
50,844
+796
+2% +$44.1K 0.88% 32
2023
Q4 		$2.73M Sell
50,048
-669
-1% -$36.1K 0.91% 35
2023
Q3 		$2.82M Buy
+50,717
New +$2.93M 1.02% 28
2023
Q1 		$3.08M Sell
51,327
-473
-0.9% -$26.9K 1.11% 24
2022
Q4 		$2.93M Sell
51,800
-443
-0.8% -$23.7K 1.11% 25
2022
Q3 		$2.62M Buy
52,243
+811
+2% +$42.4K 1.04% 25
2022
Q2 		$2.65M Buy
51,432
+1,136
+2% +$57.9K 1.03% 27
2022
Q1 		$2.64M Buy
50,296
+522
+1% +$29.1K 0.9% 32
2021
Q4 		$2.98M Sell
49,774
-949
-2% -$56.4K 1.01% 27
2021
Q3 		$3.03M Sell
50,723
-48
-0.1% -$3.06K 1.1% 22
2021
Q2 		$3.41M Sell
50,771
-2,873
-5% -$191K 1.23% 18
2021
Q1 		$3.37M Sell
53,644
-1,791
-3% -$114K 1.32% 17
2020
Q4 		$3.77M Buy
55,435
+2,406
+5% +$163K 1.64% 8
2020
Q3 		$3.68M Buy
53,029
+144
+0.3% +$9.61K 1.82% 8
2020
Q2 		$3.27M Buy
52,885
+478
+0.9% +$28.6K 1.71% 11
2020
Q1 		$2.98M Sell
52,407
-72
-0.1% -$4.52K 1.82% 9
2019
Q4 		$3.37M Sell
52,479
-677
-1% -$45K 1.62% 14
2019
Q3 		$3.57M Sell
53,156
-128
-0.2% -$8.87K 1.87% 7
2019
Q2 		$3.82M Buy
53,284
+288
+0.5% +$19.5K 1.96% 7
2019
Q1 		$3.44M Sell
52,996
-1,671
-3% -$102K 1.8% 8
2018
Q4 		$3.21M Buy
+54,667
New +$3.29M 1.8% 8
2018
Q2 		$3.42M Buy
+55,004
New +$3.42M 1.84% 7

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

Old Port Advisors's UL Position: Q1 2026 in Review

Old Port Advisors increased its Unilever (UL) stake by 3% in Q1 2026, buying an estimated $102K and bringing the position to 51,391 shares worth $2.93M. The position accounts for 0.67% of the portfolio, ranked #46.

Old Port Advisors first reported a position in UL in Q2 2018 and has held it in 30 quarters since. The position peaked at $3.82M in Q2 2019. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Old Port Advisors held 51,391 shares of Unilever worth $2.93M as of Q1 2026.
  • Old Port Advisors bought 1,518 Unilever shares in Q1 2026, an estimated $102K.
  • Unilever made up 0.67% of Old Port Advisors's portfolio in Q1 2026, its #46 holding.
  • Old Port Advisors first reported a position in Unilever in Q2 2018 and has held it in 30 quarters since.
  • Old Port Advisors's Unilever position peaked at $3.82M in Q2 2019.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Old Port Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.