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PDS Planning’s Unilever UL Stock Holding History

PDS Planning’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 		$528K Sell
9,267
-700
-7% -$46.9K 0.03% 255
2025
Q4 		$652K Buy
9,967
+4
+0% +$269 0.04% 208
2025
Q3 		$664K Sell
9,963
-570
-5% -$39.3K 0.05% 193
2025
Q2 		$725K Buy
10,533
+824
+8% +$57.8K 0.05% 171
2025
Q1 		$650K Buy
9,709
+1,430
+17% +$92.3K 0.05% 173
2024
Q4 		$528K Sell
8,279
-21
-0.3% -$1.42K 0.05% 177
2024
Q3 		$607K Buy
8,300
+584
+8% +$40.4K 0.05% 160
2024
Q2 		$477K Buy
7,716
+336
+5% +$19.9K 0.05% 180
2024
Q1 		$417K Buy
7,380
+590
+9% +$32.7K 0.04% 192
2023
Q4 		$370K Sell
6,790
-1,086
-14% -$58.6K 0.04% 196
2023
Q3 		$438K Sell
7,876
-498
-6% -$28.8K 0.06% 150
2023
Q2 		$491K Sell
8,374
-172
-2% -$10.2K 0.06% 135
2023
Q1 		$499K Buy
8,546
+1,796
+27% +$102K 0.07% 122
2022
Q4 		$382K Buy
6,750
+490
+8% +$26.2K 0.06% 126
2022
Q3 		$309K Buy
6,260
+1,095
+21% +$57.2K 0.06% 129
2022
Q2 		$266K Buy
+5,165
New +$263K 0.05% 158
2022
Q1 		– Sell
-3,647
Closed -$221K – 249
2021
Q4 		$221K Sell
3,647
-1,835
-33% -$109K 0.04% 177
2021
Q3 		$334K Buy
5,482
+1,117
+26% +$71.2K 0.08% 123
2021
Q2 		$287K Buy
4,365
+739
+20% +$49.1K 0.07% 133
2021
Q1 		$228K Buy
3,626
+236
+7% +$15K 0.07% 141
2020
Q4 		$230K Buy
+3,390
New +$230K 0.08% 132

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

PDS Planning's UL Position: Q1 2026 in Review

PDS Planning reduced its Unilever (UL) stake by 7% in Q1 2026, selling an estimated $46.9K and leaving 9,267 shares worth $528K. The position accounts for 0.03% of the portfolio, ranked #255.

PDS Planning first reported a position in UL in Q4 2020 and has held it in 21 quarters since. The position peaked at $725K in Q2 2025. 1,167 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • PDS Planning held 9,267 shares of Unilever worth $528K as of Q1 2026.
  • PDS Planning sold 700 Unilever shares in Q1 2026, an estimated $46.9K.
  • Unilever made up 0.03% of PDS Planning's portfolio in Q1 2026, its #255 holding.
  • PDS Planning first reported a position in Unilever in Q4 2020 and has held it in 21 quarters since.
  • PDS Planning's Unilever position peaked at $725K in Q2 2025.
  • 1,167 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.