PWM
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Proathlete Wealth Management’s Unilever UL Stock Holding History

Proathlete Wealth 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 		$16.2K Hold
285
– – ﹤0.01% 145
2025
Q4 		$18.6K Buy
285
+20
+8% +$1.34K 0.01% 151
2025
Q3 		$17.7K Sell
265
-16
-6% -$1.1K 0.01% 144
2025
Q2 		$19.3K Buy
281
+16
+6% +$1.12K 0.01% 155
2025
Q1 		$17.7K Buy
+265
New +$17.1K 0.01% 143

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GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Proathlete Wealth Management's UL Position: Q1 2026 in Review

Proathlete Wealth Management held its Unilever (UL) position steady in Q1 2026 at 285 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #145.

Proathlete Wealth Management first reported a position in UL in Q1 2025 and has held it in 5 quarters since. The position peaked at $19.3K in Q2 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Proathlete Wealth Management held 285 shares of Unilever worth $16.2K as of Q1 2026.
  • Proathlete Wealth Management left its Unilever share count unchanged in Q1 2026.
  • Unilever made up ﹤0.01% of Proathlete Wealth Management's portfolio in Q1 2026, its #145 holding.
  • Proathlete Wealth Management first reported a position in Unilever in Q1 2025 and has held it in 5 quarters since.
  • Proathlete Wealth Management's Unilever position peaked at $19.3K in Q2 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Proathlete Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.