SageView Advisory Group’s Unilever UL Stock Holding History

SageView Advisory Group’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	-3,854	Closed	-$252K	–	2316
2025 Q4	$252K	Buy	3,854 +7	+0.2%	+$470	0.01%	526
2025 Q3	$257K	Sell	3,847 -582	-13%	-$40.2K	0.01%	560
2025 Q2	$295K	Sell	4,429 -159	-3%	-$11.2K	0.01%	496
2025 Q1	$307K	Sell	4,588 -912	-17%	-$58.8K	0.01%	464
2024 Q4	$351K	Buy	+5,500	New	+$371K	0.02%	407
2024 Q3	–	Sell	-4,596	Closed	-$284K	–	574
2024 Q2	$284K	Buy	+4,596	New	+$272K	0.01%	451
2024 Q1	–	Sell	-5,424	Closed	-$299K	–	808
2023 Q4	$299K	Buy	5,424 +888	+20%	+$47.9K	0.01%	512
2023 Q3	$252K	Buy	4,536 +50	+1%	+$2.89K	0.01%	460
2023 Q2	$263K	Buy	+4,486	New	+$266K	0.01%	472
2023 Q1	–	Sell	-3,789	Closed	-$215K	–	489
2022 Q4	$215K	Buy	+3,789	New	+$203K	0.02%	387

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SageView Advisory Group's UL Position: Q1 2026 in Review

SageView Advisory Group sold out of Unilever (UL) in Q1 2026, closing a stake of 3,854 shares — an estimated $252K sold.

SageView Advisory Group first reported a position in UL in Q4 2022 and held it in 10 quarters. The position peaked at $351K in Q4 2024. 1,174 funds tracked by Wall St. Rank hold UL as of Q1 2026.

SageView Advisory Group reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 3,854 Unilever shares in Q1 2026, an estimated $252K.
SageView Advisory Group first reported a position in Unilever in Q4 2022 and held it in 10 quarters.
SageView Advisory Group's Unilever position peaked at $351K in Q4 2024.
1,174 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.