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Phraction Management’s Unilever UL Stock Holding History

Phraction 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 		– Sell
-5,222
Closed -$342K – 73
2025
Q4 		$342K Sell
5,222
-5,694
-52% -$383K 0.09% 58
2025
Q3 		$728K Hold
10,916
– – 0.21% 50
2025
Q2 		$751K Hold
10,916
– – 0.24% 49
2025
Q1 		$731K Hold
10,916
– – 0.24% 45
2024
Q4 		$696K Hold
10,916
– – 0.24% 44
2024
Q3 		$798K Hold
10,916
– – 0.28% 38
2024
Q2 		$675K Buy
+10,916
New +$645K 0.25% 41
2022
Q1 		– Sell
-18,770
Closed -$1.14M – 75
2021
Q4 		$1.14M Buy
+18,770
New +$1.11M 0.69% 40

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GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Phraction Management's UL Position: Q1 2026 in Review

Phraction Management sold out of Unilever (UL) in Q1 2026, closing a stake of 5,222 shares — an estimated $342K sold.

Phraction Management first reported a position in UL in Q4 2021 and held it in 8 quarters. The position peaked at $1.14M in Q4 2021. 1,173 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Phraction Management reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • Phraction Management sold 5,222 Unilever shares in Q1 2026, an estimated $342K.
  • Phraction Management first reported a position in Unilever in Q4 2021 and held it in 8 quarters.
  • Phraction Management's Unilever position peaked at $1.14M in Q4 2021.
  • 1,173 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Phraction Management's 13F filing for Q1 2026, filed 24 Apr 2026.