Sigma Planning Corp’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 | $689K | Sell |
12,089
-529
| -4% | -$35.5K | 0.02% | 720 |
|
|
2025
Q4 | $825K | Sell |
12,618
-861
| -6% | -$57.9K | 0.02% | 611 |
|
|
2025
Q3 | $899K | Sell |
13,479
-1,127
| -8% | -$77.8K | 0.03% | 573 |
|
|
2025
Q2 | $1.01M | Sell |
14,606
-1,624
| -10% | -$114K | 0.03% | 500 |
|
|
2025
Q1 | $1.09M | Sell |
16,230
-1,390
| -8% | -$89.7K | 0.03% | 467 |
|
|
2024
Q4 | $1.12M | Sell |
17,620
-4,406
| -20% | -$298K | 0.04% | 455 |
|
|
2024
Q3 | $1.61M | Sell |
22,026
-2,425
| -10% | -$168K | 0.05% | 350 |
|
|
2024
Q2 | $1.51M | Sell |
24,451
-473
| -2% | -$28K | 0.05% | 363 |
|
|
2024
Q1 | $1.41M | Buy |
24,924
+13,711
| +122% | +$760K | 0.04% | 400 |
|
|
2023
Q4 | $612K | Sell |
11,213
-28,642
| -72% | -$1.55M | 0.05% | 395 |
|
|
2023
Q3 | $2.21M | Sell |
39,855
-2,884
| -7% | -$167K | 0.08% | 253 |
|
|
2023
Q2 | $2.51M | Sell |
42,739
-3,315
| -7% | -$197K | 0.09% | 243 |
|
|
2023
Q1 | $2.69M | Sell |
46,054
-1,739
| -4% | -$98.8K | 0.09% | 237 |
|
|
2022
Q4 | $2.71M | Buy |
47,793
+83
| +0.2% | +$4.44K | 0.1% | 215 |
|
|
2022
Q3 | $2.35M | Sell |
47,710
-5,034
| -10% | -$263K | 0.09% | 222 |
|
|
2022
Q2 | $2.72M | Buy |
52,744
+25,110
| +91% | +$1.28M | 0.09% | 210 |
|
|
2022
Q1 | $1.42M | Buy |
27,634
+16,443
| +147% | +$915K | 0.04% | 413 |
|
|
2021
Q4 | $677K | Buy |
11,191
+2,652
| +31% | +$158K | 0.02% | 709 |
|
|
2021
Q3 | $521K | Sell |
8,539
-2,859
| -25% | -$182K | 0.02% | 800 |
|
|
2021
Q2 | $750K | Buy |
11,398
+8
| +0.1% | +$532 | 0.02% | 656 |
|
|
2021
Q1 | $715K | Buy |
11,390
+2,781
| +32% | +$177K | 0.02% | 621 |
|
|
2020
Q4 | $585K | Buy |
8,609
+3,842
| +81% | +$261K | 0.02% | 638 |
|
|
2020
Q3 | $331K | Buy |
4,767
+173
| +4% | +$11.5K | 0.01% | 758 |
|
|
2020
Q2 | $284K | Buy |
4,594
+438
| +11% | +$26.2K | 0.01% | 797 |
|
|
2020
Q1 | $236K | Buy |
4,156
+5
| +0.1% | +$314 | 0.01% | 728 |
|
|
2019
Q4 | $267K | Buy |
4,151
+835
| +25% | +$55.5K | 0.01% | 850 |
|
|
2019
Q3 | $224K | Buy |
3,316
+87
| +3% | +$6.03K | 0.01% | 878 |
|
|
2019
Q2 | $225K | Sell |
3,229
-191
| -6% | -$13K | 0.01% | 861 |
|
|
2019
Q1 | $222K | Buy |
+3,420
| New | +$208K | 0.01% | 809 |
|
|
2018
Q4 | – | Sell |
-3,369
| Closed | -$208K | – | 976 |
|
|
2018
Q3 | $208K | Buy |
+3,369
| New | +$212K | 0.01% | 868 |
|
|
2018
Q2 | – | Sell |
-3,716
| Closed | -$232K | – | 947 |
|
|
2018
Q1 | $232K | Buy |
+3,716
| New | +$226K | 0.02% | 721 |
|
|
2015
Q3 | – | Sell |
-4,656
| Closed | -$225K | – | 751 |
|
|
2015
Q2 | $225K | Buy |
4,656
+152
| +3% | +$7.51K | 0.03% | 590 |
|
|
2015
Q1 | $211K | Sell |
4,504
-732
| -14% | -$35.1K | 0.03% | 652 |
|
|
2014
Q4 | $238K | Buy |
+5,236
| New | +$240K | 0.03% | 586 |
|
Other funds holding UL
Sigma Planning Corp's UL Position: Q1 2026 in Review
Sigma Planning Corp reduced its Unilever (UL) stake by 4.2% in Q1 2026, selling an estimated $35.5K and leaving 12,089 shares worth $689K. The position accounts for 0.02% of the portfolio, ranked #720.
Sigma Planning Corp first reported a position in UL in Q4 2014 and has held it in 34 quarters since. The position peaked at $2.72M in Q2 2022. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.
- Sigma Planning Corp held 12,089 shares of Unilever worth $689K as of Q1 2026.
- Sigma Planning Corp sold 529 Unilever shares in Q1 2026, an estimated $35.5K.
- Unilever made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #720 holding.
- Sigma Planning Corp first reported a position in Unilever in Q4 2014 and has held it in 34 quarters since.
- Sigma Planning Corp's Unilever position peaked at $2.72M in Q2 2022.
- 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.