QWM
UL icon

Quaker Wealth Management’s Unilever UL Stock Holding History

Quaker 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 		$49.3K Sell
866
-49
-5% -$3.28K 0.02% 166
2025
Q4 		$59.8K Buy
915
+48
+6% +$3.23K 0.02% 151
2025
Q3 		$57.8K Hold
867
– – 0.02% 153
2025
Q2 		$59.6K Buy
+867
New +$60.8K 0.02% 149

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Morgan Stanley
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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
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Quaker Wealth Management reduced its Unilever (UL) stake by 5.4% in Q1 2026, selling an estimated $3.28K and leaving 866 shares worth $49.3K. The position accounts for 0.02% of the portfolio, ranked #166.

Quaker Wealth Management first reported a position in UL in Q2 2025 and has held it in 4 quarters since. The position peaked at $59.8K in Q4 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Quaker Wealth Management held 866 shares of Unilever worth $49.3K as of Q1 2026.
  • Quaker Wealth Management sold 49 Unilever shares in Q1 2026, an estimated $3.28K.
  • Unilever made up 0.02% of Quaker Wealth Management's portfolio in Q1 2026, its #166 holding.
  • Quaker Wealth Management first reported a position in Unilever in Q2 2025 and has held it in 4 quarters since.
  • Quaker Wealth Management's Unilever position peaked at $59.8K in Q4 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.