QWM
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Quadcap Wealth Management’s Unilever UL Stock Holding History

Quadcap 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 		$1.6M Buy
28,055
+159
+0.6% +$10.7K 0.18% 108
2025
Q4 		$1.82M Sell
27,896
-337
-1% -$22.6K 0.21% 96
2025
Q3 		$1.88M Sell
28,233
-1,290
-4% -$89K 0.22% 93
2025
Q2 		$2.03M Buy
29,523
+102
+0.3% +$7.16K 0.26% 81
2025
Q1 		$1.97M Sell
29,421
-314
-1% -$20.3K 0.29% 74
2024
Q4 		$1.9M Sell
29,735
-848
-3% -$57.3K 0.28% 75
2024
Q3 		$2.23M Sell
30,583
-4,556
-13% -$315K 0.35% 62
2024
Q2 		$2.17M Sell
35,139
-374
-1% -$22.1K 0.39% 53
2024
Q1 		$2.01M Sell
35,513
-102
-0.3% -$5.65K 0.46% 48
2023
Q4 		$1.94M Buy
+35,615
New +$1.92M 0.5% 47

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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

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

Quadcap Wealth Management increased its Unilever (UL) stake by 0.57% in Q1 2026, buying an estimated $10.7K and bringing the position to 28,055 shares worth $1.6M. The position accounts for 0.18% of the portfolio, ranked #108.

Quadcap Wealth Management first reported a position in UL in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.23M in Q3 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Quadcap Wealth Management held 28,055 shares of Unilever worth $1.6M as of Q1 2026.
  • Quadcap Wealth Management bought 159 Unilever shares in Q1 2026, an estimated $10.7K.
  • Unilever made up 0.18% of Quadcap Wealth Management's portfolio in Q1 2026, its #108 holding.
  • Quadcap Wealth Management first reported a position in Unilever in Q4 2023 and has held it in 10 quarters since.
  • Quadcap Wealth Management's Unilever position peaked at $2.23M in Q3 2024.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.