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Savvy Advisors Inc’s Unilever UL Stock Holding History

Savvy Advisors Inc’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 		$315K Buy
5,531
+1,221
+28% +$81.8K 0.01% 849
2025
Q4 		$282K Buy
+4,310
New +$290K 0.01% 797
2025
Q3 		– Sell
-2,953
Closed -$203K – 847
2025
Q2 		$203K Buy
+2,953
New +$207K 0.01% 607

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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

Savvy Advisors Inc's UL Position: Q1 2026 in Review

Savvy Advisors Inc increased its Unilever (UL) stake by 28% in Q1 2026, buying an estimated $81.8K and bringing the position to 5,531 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #849.

Savvy Advisors Inc first reported a position in UL in Q2 2025 and has held it in 3 quarters since. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Savvy Advisors Inc held 5,531 shares of Unilever worth $315K as of Q1 2026.
  • Savvy Advisors Inc bought 1,221 Unilever shares in Q1 2026, an estimated $81.8K.
  • Unilever made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #849 holding.
  • Savvy Advisors Inc first reported a position in Unilever in Q2 2025 and has held it in 3 quarters since.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

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