SevenBridge Financial Group’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $860K | Sell |
14,980
-650
| -4% | -$43.6K | 0.13% | 126 |
|
|
2025
Q4 | $1.05M | Sell |
15,630
-2,129
| -12% | -$143K | 0.17% | 111 |
|
|
2025
Q3 | $1.22M | Sell |
17,759
-2,611
| -13% | -$180K | 0.2% | 108 |
|
|
2025
Q2 | $1.4M | Sell |
20,370
-6,167
| -23% | -$433K | 0.25% | 106 |
|
|
2025
Q1 | $1.83M | Sell |
26,537
-9,794
| -27% | -$632K | 0.36% | 85 |
|
|
2024
Q4 | $2.41M | Sell |
36,331
-2,703
| -7% | -$183K | 0.46% | 70 |
|
|
2024
Q3 | $2.56M | Buy |
39,034
+1,111
| +3% | +$76.8K | 0.49% | 61 |
|
|
2024
Q2 | $2.62M | Sell |
37,923
-289
| -0.8% | -$17.1K | 0.58% | 56 |
|
|
2024
Q1 | $2.24M | Sell |
38,212
-2,226
| -6% | -$123K | 0.51% | 62 |
|
|
2023
Q4 | $2.21M | Sell |
40,438
-334
| -0.8% | -$18K | 0.52% | 63 |
|
|
2023
Q3 | $2.27M | Buy |
40,772
+544
| +1% | +$31.4K | 0.59% | 57 |
|
|
2023
Q2 | $2.36M | Sell |
40,228
-587
| -1% | -$34.9K | 0.61% | 53 |
|
|
2023
Q1 | $2.38M | Buy |
40,815
+915
| +2% | +$52K | 0.66% | 50 |
|
|
2022
Q4 | $2.26M | Buy |
39,900
+3,214
| +9% | +$172K | 0.66% | 49 |
|
|
2022
Q3 | $1.81M | Buy |
36,686
+6,287
| +21% | +$328K | 0.61% | 48 |
|
|
2022
Q2 | $1.57M | Sell |
30,399
-184
| -0.6% | -$9.37K | 0.63% | 46 |
|
|
2022
Q1 | $1.57M | Sell |
30,583
-3,040
| -9% | -$169K | 0.55% | 49 |
|
|
2021
Q4 | $2.04M | Buy |
33,623
+387
| +1% | +$23K | 0.62% | 44 |
|
|
2021
Q3 | $2.03M | Sell |
33,236
-480
| -1% | -$30.6K | 0.68% | 43 |
|
|
2021
Q2 | $2.22M | Buy |
33,716
+1,562
| +5% | +$104K | 0.72% | 42 |
|
|
2021
Q1 | $2.02M | Buy |
32,154
+444
| +1% | +$28.3K | 0.74% | 41 |
|
|
2020
Q4 | $2.15M | Buy |
31,710
+1,764
| +6% | +$120K | 0.84% | 35 |
|
|
2020
Q3 | $2.08M | Sell |
29,946
-20
| -0.1% | -$1.33K | 0.95% | 31 |
|
|
2020
Q2 | $1.85M | Sell |
29,966
-78
| -0.3% | -$4.66K | 0.92% | 33 |
|
|
2020
Q1 | $1.71M | Buy |
30,044
+8
| +0% | +$502 | 0.99% | 34 |
|
|
2019
Q4 | $1.93M | Sell |
30,036
-133
| -0.4% | -$8.83K | 0.5% | 44 |
|
|
2019
Q3 | $2.04M | Buy |
30,169
+733
| +2% | +$50.8K | 1.07% | 34 |
|
|
2019
Q2 | $2.05M | Sell |
29,436
-776
| -3% | -$52.7K | 0.74% | 36 |
|
|
2019
Q1 | $1.96M | Buy |
30,212
+302
| +1% | +$18.4K | 0.74% | 37 |
|
|
2018
Q4 | $1.76M | Buy |
29,910
+51
| +0.2% | +$3.07K | 1.08% | 29 |
|
|
2018
Q3 | $1.85M | Buy |
29,859
+414
| +1% | +$26.1K | 0.98% | 36 |
|
|
2018
Q2 | $1.83M | Buy |
29,445
+261
| +0.9% | +$16.2K | 1.02% | 32 |
|
|
2018
Q1 | $1.82M | Buy |
29,184
+87
| +0.3% | +$5.29K | 1.05% | 29 |
|
|
2017
Q4 | $1.81M | Sell |
29,097
-1,155
| -4% | -$73.2K | 1% | 33 |
|
|
2017
Q3 | $1.97M | Buy |
30,252
+1,961
| +7% | +$126K | 1.13% | 25 |
|
|
2017
Q2 | $1.72M | Buy |
28,291
+1,101
| +4% | +$65.6K | 1.05% | 23 |
|
|
2017
Q1 | $1.53M | Buy |
27,190
+9,367
| +53% | +$474K | 1.01% | 27 |
|
|
2016
Q4 | $874K | Hold |
17,823
| – | – | 0.63% | 46 |
|
|
2016
Q3 | $874K | Buy |
17,823
+10,165
| +133% | +$537K | 0.64% | 46 |
|
|
2016
Q2 | $413K | Buy |
+7,658
| New | +$393K | 0.29% | 84 |
|
Other funds holding UL
SevenBridge Financial Group's UL Position: Q1 2026 in Review
SevenBridge Financial Group reduced its Unilever (UL) stake by 4.2% in Q1 2026, selling an estimated $43.6K and leaving 14,980 shares worth $860K. The position accounts for 0.13% of the portfolio, ranked #126.
SevenBridge Financial Group first reported a position in UL in Q2 2016 and has held it in 40 quarters since. The position peaked at $2.62M in Q2 2024. 1,168 funds tracked by Wall St. Rank hold UL as of Q1 2026.
- SevenBridge Financial Group held 14,980 shares of Unilever worth $860K as of Q1 2026.
- SevenBridge Financial Group sold 650 Unilever shares in Q1 2026, an estimated $43.6K.
- Unilever made up 0.13% of SevenBridge Financial Group's portfolio in Q1 2026, its #126 holding.
- SevenBridge Financial Group first reported a position in Unilever in Q2 2016 and has held it in 40 quarters since.
- SevenBridge Financial Group's Unilever position peaked at $2.62M in Q2 2024.
- 1,168 funds tracked by Wall St. Rank held Unilever as of Q1 2026.
Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.