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Simon Quick Advisors’s Unilever UL Stock Holding History

Simon Quick Advisors’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 		$258K Buy
+4,520
New +$303K 0.01% 330
2025
Q2 		– Sell
-7,340
Closed -$492K – 629
2025
Q1 		$492K Sell
7,340
-273
-4% -$17.6K 0.03% 300
2024
Q4 		$486K Buy
7,613
+641
+9% +$43.3K 0.03% 253
2024
Q3 		$509K Buy
+6,972
New +$482K 0.03% 232
2023
Q3 		– Sell
-5,025
Closed -$295K – 358
2023
Q2 		$295K Sell
5,025
-965
-16% -$57.3K 0.03% 206
2023
Q1 		$350K Buy
5,990
+1,653
+38% +$93.9K 0.04% 190
2022
Q4 		$246K Buy
+4,337
New +$232K 0.03% 201
2022
Q2 		– Sell
-1,036
Closed -$53K – 385
2022
Q1 		$53K Sell
1,036
-222
-18% -$12.4K 0.02% 200
2021
Q4 		$76K Sell
1,258
-354
-22% -$21K 0.02% 190
2021
Q3 		$98K Sell
1,612
-344
-18% -$21.9K 0.03% 173
2021
Q2 		$128K Hold
1,956
– – 0.03% 130
2021
Q1 		$122K Buy
1,956
+445
+29% +$28.3K 0.04% 132
2020
Q4 		$103K Buy
+1,511
New +$103K 0.03% 139
2019
Q3 		– Sell
-108
Closed -$7.56K – 527
2019
Q2 		$7.56K Buy
+108
New +$7.33K ﹤0.01% 242

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

Simon Quick Advisors's UL Position: Q1 2026 in Review

Simon Quick Advisors opened a new position in Unilever (UL) in Q1 2026: 4,520 shares worth $258K. The stake represents 0.01% of the portfolio and ranks #330 among its holdings. This is a return to the name: Simon Quick Advisors previously reported a position in UL as recently as Q1 2025.

Simon Quick Advisors first reported a position in UL in Q2 2019 and has held it in 14 quarters since. The position peaked at $509K in Q3 2024. 1,167 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Simon Quick Advisors held 4,520 shares of Unilever worth $258K as of Q1 2026.
  • Unilever was a new Simon Quick Advisors position in Q1 2026.
  • Unilever made up 0.01% of Simon Quick Advisors's portfolio in Q1 2026, its #330 holding.
  • Simon Quick Advisors first reported a position in Unilever in Q2 2019 and has held it in 14 quarters since.
  • Simon Quick Advisors's Unilever position peaked at $509K in Q3 2024.
  • 1,167 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Simon Quick Advisors's 13F filing for Q1 2026, filed 6 May 2026.