PFG Advisors’s Unilever UL Stock Holding History

PFG 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	–	Sell	-3,878	Closed	-$254K	–	823
2025 Q4	$254K	Sell	3,878 -2,883	-43%	-$194K	0.01%	688
2025 Q3	$451K	Buy	6,761 +635	+10%	+$43.8K	0.02%	583
2025 Q2	$422K	Buy	+6,126	New	+$430K	0.02%	456
2023 Q3	–	Sell	-21,791	Closed	-$1.28M	–	689
2023 Q2	$1.28M	Sell	21,791 -1,149	-5%	-$68.2K	0.1%	242
2023 Q1	$1.34M	Sell	22,940 -2,390	-9%	-$136K	0.11%	220
2022 Q4	$1.43M	Sell	25,330 -1,315	-5%	-$70.4K	0.14%	188
2022 Q3	$1.31M	Sell	26,645 -2,197	-8%	-$115K	0.15%	182
2022 Q2	$1.49M	Sell	28,842 -1,457	-5%	-$74.2K	0.17%	126
2022 Q1	$1.55M	Buy	30,299 +249	+0.8%	+$13.9K	0.16%	144
2021 Q4	$1.82M	Sell	30,050 -783	-3%	-$46.5K	0.18%	162
2021 Q3	$1.88M	Sell	30,833 -103	-0.3%	-$6.56K	0.21%	149
2021 Q2	$2.04M	Sell	30,936 -716	-2%	-$47.6K	0.23%	134
2021 Q1	$1.99M	Buy	+31,652	New	+$2.02M	0.25%	118

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 $374B AUM 17.66% 1-Year Est. Return

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

PFG Advisors's UL Position: Q1 2026 in Review

PFG Advisors sold out of Unilever (UL) in Q1 2026, closing a stake of 3,878 shares — an estimated $254K sold.

PFG Advisors first reported a position in UL in Q1 2021 and held it in 13 quarters. The position peaked at $2.04M in Q2 2021. 1,168 funds tracked by Wall St. Rank hold UL as of Q1 2026.

PFG Advisors reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
PFG Advisors sold 3,878 Unilever shares in Q1 2026, an estimated $254K.
PFG Advisors first reported a position in Unilever in Q1 2021 and held it in 13 quarters.
PFG Advisors's Unilever position peaked at $2.04M in Q2 2021.
1,168 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on PFG Advisors's 13F filing for Q1 2026, filed 5 May 2026.