Perennial Investment Advisors’s Unilever UL Stock Holding History

Perennial Investment 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	$234K	Buy	+4,106	New	+$275K	0.02%	448

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Perennial Investment Advisors's UL Position: Q1 2026 in Review

Perennial Investment Advisors opened a new position in Unilever (UL) in Q1 2026: 4,106 shares worth $234K. The stake represents 0.02% of the portfolio and ranks #448 among its holdings.

1,169 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Perennial Investment Advisors held 4,106 shares of Unilever worth $234K as of Q1 2026.
Unilever was a new Perennial Investment Advisors position in Q1 2026.
Unilever made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #448 holding.
1,169 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.