Shufro Rose & Co’s Unilever UL Stock Holding History

Shufro Rose & Co’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	$5.21M	Buy	91,523 +163	+0.2%	+$10.9K	0.35%	46
2025 Q4	$5.97M	Buy	91,360 +982	+1%	+$66K	0.4%	42
2025 Q3	$6.05M	Sell	90,378 -4,954	-5%	-$342K	0.49%	42
2025 Q2	$6.39M	Sell	95,332 -479	-0.5%	-$33.6K	0.51%	42
2025 Q1	$6.42M	Sell	95,811 -1,370	-1%	-$88.4K	0.51%	42
2024 Q4	$6.2M	Sell	97,181 -1,602	-2%	-$108K	0.48%	45
2024 Q3	$6.11M	Hold	98,783	–	–	0.5%	42
2024 Q2	$6.11M	Sell	98,783 -789	-0.8%	-$46.6K	0.5%	42
2024 Q1	$5.62M	Sell	99,572 -1,304	-1%	-$72.2K	0.46%	47
2023 Q4	$5.61M	Sell	100,876 -625	-0.6%	-$33.7K	0.53%	43
2023 Q3	$5.64M	Sell	101,501 -1,252	-1%	-$72.4K	0.53%	44
2023 Q2	$6.03M	Sell	102,753 -75	-0.1%	-$4.45K	0.55%	44
2023 Q1	$6.01M	Sell	102,828 -2,985	-3%	-$170K	0.56%	43
2022 Q4	$5.99M	Sell	105,813 -1,054	-1%	-$56.4K	0.51%	49
2022 Q3	$5.27M	Buy	106,867 +487	+0.5%	+$25.4K	0.53%	45
2022 Q2	$5.49M	Buy	106,380 +4,224	+4%	+$215K	0.48%	49
2022 Q1	$5.24M	Buy	102,156 +3,439	+3%	+$191K	0.4%	54
2021 Q4	$5.97M	Buy	98,717 +92	+0.1%	+$5.46K	0.43%	49
2021 Q3	$6.02M	Sell	98,625 -669	-0.7%	-$42.6K	0.47%	47
2021 Q2	$6.54M	Buy	99,294 +163	+0.2%	+$10.8K	0.49%	47
2021 Q1	$6.23M	Buy	99,131 +50,847	+105%	+$3.24M	0.49%	47
2020 Q4	$3.28M	Buy	48,284 +3,050	+7%	+$207K	0.27%	60
2020 Q3	$3.14M	Sell	45,234 -2,698	-6%	-$180K	0.3%	57
2020 Q2	$2.96M	Sell	47,932 -651	-1%	-$38.9K	0.29%	58
2020 Q1	$2.76M	Buy	48,583 +1,720	+4%	+$108K	0.33%	55
2019 Q4	$3.01M	Sell	46,863 -1,973	-4%	-$131K	0.27%	61
2019 Q3	$3.3M	Buy	48,836 +680	+1%	+$47.1K	0.33%	61
2019 Q2	$3.36M	Sell	48,156 -911	-2%	-$61.8K	0.33%	59
2019 Q1	$3.19M	Buy	49,067 +4,551	+10%	+$277K	0.32%	62
2018 Q4	$2.62M	Buy	44,516 +438	+1%	+$26.4K	0.29%	70
2018 Q3	$2.73M	Sell	44,078 -1,740	-4%	-$110K	0.25%	82
2018 Q2	$2.85M	Sell	45,818 -698	-2%	-$43.4K	0.27%	80
2018 Q1	$2.91M	Buy	46,516 +98	+0.2%	+$5.96K	0.29%	75
2017 Q4	$2.89M	Sell	46,418 -355	-0.8%	-$22.5K	0.28%	76
2017 Q3	$3.05M	Sell	46,773 -31	-0.1%	-$1.99K	0.31%	70
2017 Q2	$2.85M	Sell	46,804 -125	-0.3%	-$7.45K	0.3%	67
2017 Q1	$2.6M	Buy	46,929 +33,196	+242%	+$1.68M	0.28%	73
2016 Q4	$629K	Buy	13,733 +1,333	+11%	+$62.1K	0.07%	139
2016 Q3	$661K	Sell	12,400 -889	-7%	-$46.9K	0.07%	135
2016 Q2	$716K	Hold	13,289	–	–	0.08%	131
2016 Q1	$675K	Buy	13,289 +311	+2%	+$15.1K	0.08%	141
2015 Q4	$629K	Hold	12,978	–	–	0.07%	143
2015 Q3	$595K	Buy	12,978 +178	+1%	+$8.51K	0.07%	147
2015 Q2	$618K	Hold	12,800	–	–	0.07%	146
2015 Q1	$600K	Hold	12,800	–	–	0.06%	155
2014 Q4	$582K	Hold	12,800	–	–	0.06%	154
2014 Q3	$603K	Hold	12,800	–	–	0.06%	159
2014 Q2	$652K	Sell	12,800 -356	-3%	-$17.8K	0.07%	154
2014 Q1	$633K	Hold	13,156	–	–	0.07%	150
2013 Q4	$609K	Hold	13,156	–	–	0.06%	150
2013 Q3	$570K	Sell	13,156 -88	-0.7%	-$3.99K	0.06%	143
2013 Q2	$602K	Buy	+13,244	New	+$629K	0.07%	138

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Shufro Rose & Co's UL Position: Q1 2026 in Review

Shufro Rose & Co increased its Unilever (UL) stake by 0.18% in Q1 2026, buying an estimated $10.9K and bringing the position to 91,523 shares worth $5.21M. The position accounts for 0.35% of the portfolio, ranked #46.

Shufro Rose & Co first reported a position in UL in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.54M in Q2 2021. 1,167 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Shufro Rose & Co held 91,523 shares of Unilever worth $5.21M as of Q1 2026.
Shufro Rose & Co bought 163 Unilever shares in Q1 2026, an estimated $10.9K.
Unilever made up 0.35% of Shufro Rose & Co's portfolio in Q1 2026, its #46 holding.
Shufro Rose & Co first reported a position in Unilever in Q2 2013 and has held it in 52 quarters since.
Shufro Rose & Co's Unilever position peaked at $6.54M in Q2 2021.
1,167 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.