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Silverlake Wealth Management’s Unilever UL Stock Holding History

Silverlake Wealth Management’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 		– Sell
-4,251
Closed -$278K – 393
2025
Q4 		$278K Sell
4,251
-3
-0.1% -$202 0.06% 277
2025
Q3 		$284K Buy
4,254
+10
+0.2% +$690 0.07% 270
2025
Q2 		$292K Sell
4,244
-72
-2% -$5.05K 0.08% 245
2025
Q1 		$289K Sell
4,316
-351
-8% -$22.6K 0.11% 197
2024
Q4 		$298K Sell
4,667
-182
-4% -$12.3K 0.11% 192
2024
Q3 		$354K Buy
4,849
+13
+0.3% +$899 0.13% 181
2024
Q2 		$299K Buy
+4,836
New +$286K 0.12% 190

Other funds holding UL

Wellington Management Group
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Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Silverlake Wealth Management's UL Position: Q1 2026 in Review

Silverlake Wealth Management sold out of Unilever (UL) in Q1 2026, closing a stake of 4,251 shares — an estimated $278K sold.

Silverlake Wealth Management first reported a position in UL in Q2 2024 and held it in 7 quarters. The position peaked at $354K in Q3 2024. 1,173 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Silverlake Wealth Management reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • Silverlake Wealth Management sold 4,251 Unilever shares in Q1 2026, an estimated $278K.
  • Silverlake Wealth Management first reported a position in Unilever in Q2 2024 and held it in 7 quarters.
  • Silverlake Wealth Management's Unilever position peaked at $354K in Q3 2024.
  • 1,173 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.