Regal Investment Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $618K | Buy |
10,841
+1,827
| +20% | +$122K | 0.04% | 391 |
|
|
2025
Q4 | $590K | Buy |
9,014
+5,235
| +139% | +$352K | 0.04% | 383 |
|
|
2025
Q3 | $252K | Sell |
3,779
-172
| -4% | -$11.9K | 0.02% | 495 |
|
|
2025
Q2 | $272K | Buy |
3,951
+22
| +0.6% | +$1.54K | 0.02% | 446 |
|
|
2025
Q1 | $263K | Sell |
3,929
-39
| -1% | -$2.52K | 0.02% | 426 |
|
|
2024
Q4 | $253K | Sell |
3,968
-44
| -1% | -$2.97K | 0.02% | 441 |
|
|
2024
Q3 | $293K | Sell |
4,012
-27
| -0.7% | -$1.87K | 0.02% | 453 |
|
|
2024
Q2 | $250K | Sell |
4,039
-93
| -2% | -$5.5K | 0.02% | 498 |
|
|
2024
Q1 | $233K | Sell |
4,132
-70
| -2% | -$3.88K | 0.02% | 513 |
|
|
2023
Q4 | $229K | Sell |
4,202
-110
| -3% | -$5.93K | 0.02% | 484 |
|
|
2023
Q3 | $240K | Sell |
4,312
-143
| -3% | -$8.27K | 0.02% | 434 |
|
|
2023
Q2 | $261K | Buy |
4,455
+20
| +0.5% | +$1.19K | 0.02% | 423 |
|
|
2023
Q1 | $259K | Buy |
4,435
+399
| +10% | +$22.7K | 0.02% | 430 |
|
|
2022
Q4 | $229K | Buy |
+4,036
| New | +$216K | 0.02% | 430 |
|
|
2022
Q3 | – | Sell |
-3,924
| Closed | -$202K | – | 531 |
|
|
2022
Q2 | $202K | Buy |
+3,924
| New | +$200K | 0.02% | 460 |
|
|
2022
Q1 | – | Sell |
-4,805
| Closed | -$291K | – | 578 |
|
|
2021
Q4 | $291K | Sell |
4,805
-163
| -3% | -$9.68K | 0.03% | 433 |
|
|
2021
Q3 | $303K | Buy |
4,968
+1,132
| +30% | +$72.1K | 0.03% | 423 |
|
|
2021
Q2 | $253K | Buy |
+3,836
| New | +$255K | 0.03% | 456 |
|
|
2021
Q1 | – | Sell |
-10,308
| Closed | -$700K | – | 396 |
|
|
2020
Q4 | $700K | Buy |
+10,308
| New | +$699K | 0.08% | 224 |
|
|
2020
Q3 | – | Sell |
-3,331
| Closed | -$206K | – | 270 |
|
|
2020
Q2 | $206K | Buy |
+3,331
| New | +$199K | 0.04% | 309 |
|
|
2018
Q2 | – | Sell |
-3,818
| Closed | -$239K | – | 314 |
|
|
2018
Q1 | $239K | Buy |
3,818
+189
| +5% | +$11.5K | 0.05% | 257 |
|
|
2017
Q4 | $226K | Buy |
3,629
+414
| +13% | +$26.2K | 0.05% | 256 |
|
|
2017
Q3 | $210K | Buy |
+3,215
| New | +$207K | 0.05% | 261 |
|
|
2015
Q4 | – | Sell |
-3,386
| Closed | -$155K | – | 839 |
|
|
2015
Q3 | $155K | Buy |
+3,386
| New | +$162K | 0.04% | 283 |
|
|
2014
Q4 | – | Sell |
-4,314
| Closed | -$203K | – | 999 |
|
|
2014
Q3 | $203K | Buy |
4,314
+2,273
| +111% | +$112K | 0.06% | 218 |
|
|
2014
Q2 | $104K | Buy |
2,041
+1,019
| +100% | +$51.1K | 0.04% | 275 |
|
|
2014
Q1 | $49K | Buy |
1,022
+23
| +2% | +$1.04K | 0.02% | 349 |
|
|
2013
Q4 | $46K | Buy |
+999
| New | +$44.7K | 0.03% | 300 |
|
Other funds holding UL
Regal Investment Advisors's UL Position: Q1 2026 in Review
Regal Investment Advisors increased its Unilever (UL) stake by 20% in Q1 2026, buying an estimated $122K and bringing the position to 10,841 shares worth $618K. The position accounts for 0.04% of the portfolio, ranked #391.
Regal Investment Advisors first reported a position in UL in Q4 2013 and has held it in 28 quarters since. The position peaked at $700K in Q4 2020. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.
- Regal Investment Advisors held 10,841 shares of Unilever worth $618K as of Q1 2026.
- Regal Investment Advisors bought 1,827 Unilever shares in Q1 2026, an estimated $122K.
- Unilever made up 0.04% of Regal Investment Advisors's portfolio in Q1 2026, its #391 holding.
- Regal Investment Advisors first reported a position in Unilever in Q4 2013 and has held it in 28 quarters since.
- Regal Investment Advisors's Unilever position peaked at $700K in Q4 2020.
- 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.
Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.