Private Advisor Group’s Unilever UL Stock Holding History

Private Advisor Group’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	$3.31M	Sell	58,083 -678	-1%	-$45.4K	0.02%	816
2025 Q4	$3.84M	Sell	58,761 -1,131	-2%	-$76K	0.02%	740
2025 Q3	$3.99M	Sell	59,892 -1,147	-2%	-$79.2K	0.02%	709
2025 Q2	$4.2M	Buy	61,039 +2,968	+5%	+$208K	0.02%	637
2025 Q1	$3.89M	Buy	58,071 +351	+0.6%	+$22.6K	0.02%	619
2024 Q4	$3.68M	Buy	57,720 +1,881	+3%	+$127K	0.02%	629
2024 Q3	$4.08M	Sell	55,839 -448	-0.8%	-$31K	0.03%	604
2024 Q2	$3.48M	Buy	56,287 +1,241	+2%	+$73.3K	0.02%	617
2024 Q1	$3.11M	Buy	55,046 +128	+0.2%	+$7.09K	0.02%	631
2023 Q4	$3M	Buy	54,918 +3,534	+7%	+$191K	0.02%	609
2023 Q3	$2.86M	Buy	51,384 +196	+0.4%	+$11.3K	0.03%	580
2023 Q2	$3.05M	Buy	51,188 +1,498	+3%	+$89K	0.03%	560
2023 Q1	$2.9M	Sell	49,690 -11,594	-19%	-$659K	0.03%	555
2022 Q4	$1.57M	Buy	61,284 +3,377	+6%	+$181K	0.08%	257
2022 Q3	$2.86M	Sell	57,907 -5,930	-9%	-$310K	0.03%	498
2022 Q2	$3.29M	Buy	63,837 +11,613	+22%	+$591K	0.03%	553
2022 Q1	$2.68M	Sell	52,224 -4,902	-9%	-$273K	0.02%	678
2021 Q4	$3.46M	Sell	57,126 -29,215	-34%	-$1.74M	0.03%	594
2021 Q3	$5.27M	Buy	86,341 +31,431	+57%	+$2M	0.03%	488
2021 Q2	$3.61M	Buy	54,910 +1,704	+3%	+$113K	0.03%	519
2021 Q1	$3.34M	Buy	53,206 +10,444	+24%	+$665K	0.03%	509
2020 Q4	$2.9M	Buy	42,762 +16,944	+66%	+$1.15M	0.03%	529
2020 Q3	$1.79M	Sell	25,818 -156	-0.6%	-$10.4K	0.02%	593
2020 Q2	$1.6M	Buy	25,974 +216	+0.8%	+$12.9K	0.02%	599
2020 Q1	$1.47M	Sell	25,758 -4,094	-14%	-$257K	0.03%	533
2019 Q4	$1.92M	Sell	29,852 -4,989	-14%	-$331K	0.03%	547
2019 Q3	$2.35M	Buy	34,841 +5,895	+20%	+$408K	0.04%	490
2019 Q2	$2.02M	Sell	28,946 -4,982	-15%	-$338K	0.04%	483
2019 Q1	$2.2M	Buy	33,928 +3,595	+12%	+$219K	0.04%	413
2018 Q4	$1.78M	Sell	30,333 -5,769	-16%	-$348K	0.04%	417
2018 Q3	$2.23M	Buy	36,102 +21,709	+151%	+$1.37M	0.05%	398
2018 Q2	$884K	Sell	14,393 -6,496	-31%	-$404K	0.01%	522
2018 Q1	$1.31M	Sell	20,889 -410	-2%	-$24.9K	0.05%	350
2017 Q4	$1.33M	Sell	21,299 -25,257	-54%	-$1.6M	0.06%	343
2017 Q3	$2.99M	Buy	46,556 +1,032	+2%	+$66.3K	0.07%	271
2017 Q2	$2.77M	Sell	45,524 -270	-0.6%	-$16.1K	0.07%	262
2017 Q1	$2.53M	Sell	45,794 -1,544	-3%	-$78.1K	0.07%	284
2016 Q4	$2.19M	Sell	47,338 -76	-0.2%	-$3.54K	0.07%	275
2016 Q3	$2.55M	Sell	47,414 -3,815	-7%	-$201K	0.1%	203
2016 Q2	$2.73M	Buy	51,229 +5,728	+13%	+$294K	0.11%	189
2016 Q1	$2.32M	Sell	45,501 -8,327	-15%	-$405K	0.11%	186
2015 Q4	$2.61M	Buy	53,828 +6,160	+13%	+$301K	0.13%	184
2015 Q3	$2.19M	Buy	47,668 +1,544	+3%	+$73.8K	0.12%	185
2015 Q2	$2.23M	Buy	46,124 +2,314	+5%	+$114K	0.11%	197
2015 Q1	$2.06M	Buy	43,810 +3,597	+9%	+$172K	0.12%	194
2014 Q4	$1.8M	Buy	40,213 +5,651	+16%	+$259K	0.12%	215
2014 Q3	$1.63M	Buy	34,562 +3,186	+10%	+$157K	0.11%	206
2014 Q2	$1.6M	Buy	31,376 +11,764	+60%	+$589K	0.14%	168
2014 Q1	$944K	Buy	19,612 +10,583	+117%	+$478K	0.1%	250
2013 Q4	$418K	Buy	+9,029	New	+$404K	0.05%	443

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

Private Advisor Group's UL Position: Q1 2026 in Review

Private Advisor Group reduced its Unilever (UL) stake by 1.2% in Q1 2026, selling an estimated $45.4K and leaving 58,083 shares worth $3.31M. The position accounts for 0.02% of the portfolio, ranked #816.

Private Advisor Group first reported a position in UL in Q4 2013 and has held it in 50 quarters since. The position peaked at $5.27M in Q3 2021. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Private Advisor Group held 58,083 shares of Unilever worth $3.31M as of Q1 2026.
Private Advisor Group sold 678 Unilever shares in Q1 2026, an estimated $45.4K.
Unilever made up 0.02% of Private Advisor Group's portfolio in Q1 2026, its #816 holding.
Private Advisor Group first reported a position in Unilever in Q4 2013 and has held it in 50 quarters since.
Private Advisor Group's Unilever position peaked at $5.27M in Q3 2021.
1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.