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San Luis Wealth Advisors’s Unilever UL Stock Holding History

San Luis Wealth 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
-3,141
Closed -$205K – 190
2025
Q4 		$205K Buy
3,141
+75
+2% +$5.04K 0.03% 172
2025
Q3 		$204K Buy
+3,066
New +$212K 0.04% 168

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State Farm Mutual Automobile Insurance
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ClearBridge Investments
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Fidelity Investments
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San Luis Wealth Advisors's UL Position: Q1 2026 in Review

San Luis Wealth Advisors sold out of Unilever (UL) in Q1 2026, closing a stake of 3,141 shares — an estimated $205K sold.

San Luis Wealth Advisors first reported a position in UL in Q3 2025 and held it in 2 quarters. The position peaked at $205K in Q4 2025. 1,173 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • San Luis Wealth Advisors reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • San Luis Wealth Advisors sold 3,141 Unilever shares in Q1 2026, an estimated $205K.
  • San Luis Wealth Advisors first reported a position in Unilever in Q3 2025 and held it in 2 quarters.
  • San Luis Wealth Advisors's Unilever position peaked at $205K in Q4 2025.
  • 1,173 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on San Luis Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.