S.A. Mason’s Unilever UL Stock Holding History

S.A. Mason’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	$196K	Hold	3,448	–	–	0.07%	202
2025 Q4	$225K	Sell	3,448 -4	-0.1%	-$269	0.09%	184
2025 Q3	$230K	Hold	3,452	–	–	0.1%	176
2025 Q2	$238K	Hold	3,452	–	–	0.11%	161
2025 Q1	$231K	Hold	3,452	–	–	0.12%	162
2024 Q4	$220K	Hold	3,452	–	–	0.12%	164
2024 Q3	$252K	Hold	3,452	–	–	0.13%	147
2024 Q2	$214K	Sell	3,452 -266	-7%	-$15.7K	0.12%	157
2024 Q1	$210K	Hold	3,718	–	–	0.13%	156
2023 Q4	$203K	Sell	3,718 -276	-7%	-$14.9K	0.14%	150
2023 Q3	$222K	Hold	3,994	–	–	0.16%	144
2023 Q2	$233K	Hold	3,994	–	–	0.17%	141
2023 Q1	$233K	Hold	3,994	–	–	0.17%	141
2022 Q4	$226K	Hold	3,994	–	–	0.17%	141
2022 Q3	$197K	Hold	3,994	–	–	0.16%	146
2022 Q2	$206K	Sell	3,994 -610	-13%	-$31.1K	0.15%	149
2022 Q1	$236K	Sell	4,604 -223	-5%	-$12.4K	0.15%	144
2021 Q4	$292K	Hold	4,827	–	–	0.18%	133
2021 Q3	$294K	Buy	4,827 +698	+17%	+$44.5K	0.19%	131
2021 Q2	$272K	Hold	4,129	–	–	0.19%	139
2021 Q1	$259K	Hold	4,129	–	–	0.19%	134
2020 Q4	$280K	Buy	+4,129	New	+$280K	0.23%	114

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

S.A. Mason's UL Position: Q1 2026 in Review

S.A. Mason held its Unilever (UL) position steady in Q1 2026 at 3,448 shares worth $196K. The position accounts for 0.07% of the portfolio, ranked #202.

S.A. Mason first reported a position in UL in Q4 2020 and has held it in 22 quarters since. The position peaked at $294K in Q3 2021. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

S.A. Mason held 3,448 shares of Unilever worth $196K as of Q1 2026.
S.A. Mason left its Unilever share count unchanged in Q1 2026.
Unilever made up 0.07% of S.A. Mason's portfolio in Q1 2026, its #202 holding.
S.A. Mason first reported a position in Unilever in Q4 2020 and has held it in 22 quarters since.
S.A. Mason's Unilever position peaked at $294K in Q3 2021.
1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.