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Scotia Capital’s Unilever UL Stock Holding History

Scotia Capital’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
2016
Q4 		– Sell
-35,556
Closed -$1.9M – 881
2016
Q3 		$1.9M Buy
+35,556
New +$1.88M 0.03% 309

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

Scotia Capital's UL Position: Q1 2026 in Review

Scotia Capital reduced its Unilever (UL) stake by 13% in Q1 2026, selling an estimated $1.84M and leaving 178,526 shares worth $10.2M. The position accounts for 0.04% of the portfolio, ranked #210.

Scotia Capital first reported a position in UL in Q2 2013 and has held it in 52 quarters since. The position peaked at $49.1M in Q1 2021. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Scotia Capital held 178,526 shares of Unilever worth $10.2M as of Q1 2026.
  • Scotia Capital sold 27,471 Unilever shares in Q1 2026, an estimated $1.84M.
  • Unilever made up 0.04% of Scotia Capital's portfolio in Q1 2026, its #210 holding.
  • Scotia Capital first reported a position in Unilever in Q2 2013 and has held it in 52 quarters since.
  • Scotia Capital's Unilever position peaked at $49.1M in Q1 2021.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.