PPWM
UL icon

Paragon Private Wealth Management’s Unilever UL Stock Holding History

Paragon Private Wealth Management’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 		$288K Buy
5,054
+1,716
+51% +$115K 0.09% 188
2025
Q4 		$218K Buy
3,338
+299
+10% +$20.1K 0.07% 207
2025
Q3 		$203K Sell
3,039
-523
-15% -$36.1K 0.07% 213
2025
Q2 		$245K Buy
3,562
+119
+3% +$8.35K 0.1% 175
2025
Q1 		$231K Sell
3,443
-113
-3% -$7.29K 0.11% 170
2024
Q4 		$227K Buy
3,556
+119
+3% +$8.04K 0.1% 158
2024
Q3 		$251K Buy
+3,437
New +$238K 0.12% 145

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

Paragon Private Wealth Management's UL Position: Q1 2026 in Review

Paragon Private Wealth Management increased its Unilever (UL) stake by 51% in Q1 2026, buying an estimated $115K and bringing the position to 5,054 shares worth $288K. The position accounts for 0.09% of the portfolio, ranked #188.

Paragon Private Wealth Management first reported a position in UL in Q3 2024 and has held it in 7 quarters since. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Paragon Private Wealth Management held 5,054 shares of Unilever worth $288K as of Q1 2026.
  • Paragon Private Wealth Management bought 1,716 Unilever shares in Q1 2026, an estimated $115K.
  • Unilever made up 0.09% of Paragon Private Wealth Management's portfolio in Q1 2026, its #188 holding.
  • Paragon Private Wealth Management first reported a position in Unilever in Q3 2024 and has held it in 7 quarters since.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.