Physician Wealth Advisors’s Unilever UL Stock Holding History

Physician Wealth 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	$88.3K	Sell	1,550 -32	-2%	-$2.15K	0.01%	304
2025 Q4	$103K	Buy	1,582 +34	+2%	+$2.29K	0.01%	266
2025 Q3	$103K	Buy	1,548 +20	+1%	+$1.38K	0.01%	269
2025 Q2	$105K	Buy	1,528 +77	+5%	+$5.4K	0.02%	256
2025 Q1	$97.2K	Buy	1,451 +5	+0.3%	+$323	0.02%	257
2024 Q4	$92.2K	Buy	+1,446	New	+$97.6K	0.02%	268
2023 Q3	–	Sell	-3,566	Closed	-$210K	–	156
2023 Q2	$210K	Buy	3,566 +6	+0.2%	+$356	0.05%	145
2023 Q1	$216K	Buy	3,560 +5	+0.1%	+$284	0.06%	142
2022 Q4	$202K	Buy	+3,555	New	+$190K	0.05%	146
2022 Q3	–	Sell	-3,846	Closed	-$212K	–	152
2022 Q2	$212K	Sell	3,846 -54	-1%	-$2.75K	0.06%	143
2022 Q1	$201K	Sell	3,900 -564	-13%	-$31.4K	0.05%	152
2021 Q4	$270K	Buy	4,464 +71	+2%	+$4.22K	0.07%	138
2021 Q3	$262K	Buy	4,393 +5	+0.1%	+$319	0.07%	131
2021 Q2	$274K	Buy	4,388 +6	+0.1%	+$399	0.08%	122
2021 Q1	$278K	Buy	4,382 +5	+0.1%	+$318	0.09%	118
2020 Q4	$274K	Buy	4,377 +67	+2%	+$4.55K	0.09%	112
2020 Q3	$280K	Buy	4,310 +4	+0.1%	+$267	0.11%	105
2020 Q2	$289K	Buy	4,306 +38	+0.9%	+$2.27K	0.12%	105
2020 Q1	$254K	Buy	4,268 +987	+30%	+$61.9K	0.13%	93
2019 Q4	$209K	Sell	3,281 -19	-0.6%	-$1.26K	0.09%	112
2019 Q3	$217K	Buy	+3,300	New	+$229K	0.11%	99

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

Physician Wealth Advisors's UL Position: Q1 2026 in Review

Physician Wealth Advisors reduced its Unilever (UL) stake by 2% in Q1 2026, selling an estimated $2.15K and leaving 1,550 shares worth $88.3K. The position accounts for 0.01% of the portfolio, ranked #304.

Physician Wealth Advisors first reported a position in UL in Q3 2019 and has held it in 21 quarters since. The position peaked at $289K in Q2 2020. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Physician Wealth Advisors held 1,550 shares of Unilever worth $88.3K as of Q1 2026.
Physician Wealth Advisors sold 32 Unilever shares in Q1 2026, an estimated $2.15K.
Unilever made up 0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #304 holding.
Physician Wealth Advisors first reported a position in Unilever in Q3 2019 and has held it in 21 quarters since.
Physician Wealth Advisors's Unilever position peaked at $289K in Q2 2020.
1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.