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Sage Mountain Advisors’s Unilever UL Stock Holding History

Sage Mountain Advisors’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 		– Sell
-4,149
Closed -$271K – 547
2025
Q4 		$271K Sell
4,149
-5
-0.1% -$336 0.01% 409
2025
Q3 		$277K Buy
4,154
+640
+18% +$44.2K 0.02% 385
2025
Q2 		$242K Buy
3,514
+58
+2% +$4.07K 0.02% 370
2025
Q1 		$232K Buy
3,456
+218
+7% +$14.1K 0.02% 350
2024
Q4 		$207K Sell
3,238
-1,510
-32% -$102K 0.02% 367
2024
Q3 		$347K Buy
4,748
+508
+12% +$35.1K 0.03% 257
2024
Q2 		$262K Sell
4,240
-2,182
-34% -$129K 0.02% 286
2024
Q1 		$363K Buy
+6,422
New +$356K 0.04% 210

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

Sage Mountain Advisors's UL Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Unilever (UL) in Q1 2026, closing a stake of 4,149 shares — an estimated $271K sold.

Sage Mountain Advisors first reported a position in UL in Q1 2024 and held it in 8 quarters. The position peaked at $363K in Q1 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 4,149 Unilever shares in Q1 2026, an estimated $271K.
  • Sage Mountain Advisors first reported a position in Unilever in Q1 2024 and held it in 8 quarters.
  • Sage Mountain Advisors's Unilever position peaked at $363K in Q1 2024.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.