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Sagespring Wealth Partners’s Unilever UL Stock Holding History

Sagespring Wealth Partners’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 		$566K Sell
9,937
-743
-7% -$49.8K 0.01% 466
2025
Q4 		$698K Sell
10,680
-878
-8% -$59K 0.01% 392
2025
Q3 		$771K Sell
11,558
-449
-4% -$31K 0.02% 352
2025
Q2 		$826K Buy
12,007
+3,325
+38% +$233K 0.02% 320
2025
Q1 		$582K Buy
8,682
+1,750
+25% +$113K 0.01% 354
2024
Q4 		$442K Buy
+6,932
New +$468K 0.01% 378

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Bank of America
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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

Sagespring Wealth Partners's UL Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Unilever (UL) stake by 7% in Q1 2026, selling an estimated $49.8K and leaving 9,937 shares worth $566K. The position accounts for 0.01% of the portfolio, ranked #466.

Sagespring Wealth Partners first reported a position in UL in Q4 2024 and has held it in 6 quarters since. The position peaked at $826K in Q2 2025. 1,169 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Sagespring Wealth Partners held 9,937 shares of Unilever worth $566K as of Q1 2026.
  • Sagespring Wealth Partners sold 743 Unilever shares in Q1 2026, an estimated $49.8K.
  • Unilever made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #466 holding.
  • Sagespring Wealth Partners first reported a position in Unilever in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Unilever position peaked at $826K in Q2 2025.
  • 1,169 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.