Pullen Investment Management’s Unilever UL Stock Holding History

Pullen Investment 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	$1.42M	Sell	24,899 -139	-0.6%	-$9.32K	0.71%	58
2025 Q4	$1.64M	Sell	25,038 -194	-0.8%	-$13K	0.86%	43
2025 Q3	$1.68M	Buy	25,232 +142	+0.6%	+$9.8K	0.91%	44
2025 Q2	$1.73M	Sell	25,090 -102	-0.4%	-$7.16K	1.04%	40
2025 Q1	$1.69M	Buy	25,192 +564	+2%	+$36.4K	1.07%	31
2024 Q4	$1.57M	Sell	24,628 -2,884	-10%	-$195K	1.02%	37
2024 Q3	$2.01M	Buy	27,512 +512	+2%	+$35.4K	1.47%	17
2024 Q2	$1.67M	Buy	27,000 +7,077	+36%	+$418K	1.38%	18
2024 Q1	$1.12M	Buy	+19,923	New	+$1.1M	0.95%	37

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

Pullen Investment Management's UL Position: Q1 2026 in Review

Pullen Investment Management reduced its Unilever (UL) stake by 0.56% in Q1 2026, selling an estimated $9.32K and leaving 24,899 shares worth $1.42M. The position accounts for 0.71% of the portfolio, ranked #58.

Pullen Investment Management first reported a position in UL in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.01M in Q3 2024. 1,167 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Pullen Investment Management held 24,899 shares of Unilever worth $1.42M as of Q1 2026.
Pullen Investment Management sold 139 Unilever shares in Q1 2026, an estimated $9.32K.
Unilever made up 0.71% of Pullen Investment Management's portfolio in Q1 2026, its #58 holding.
Pullen Investment Management first reported a position in Unilever in Q1 2024 and has held it in 9 quarters since.
Pullen Investment Management's Unilever position peaked at $2.01M in Q3 2024.
1,167 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Pullen Investment Management's 13F filing for Q1 2026, filed 15 Apr 2026.