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Simplicity Wealth’s Unilever UL Stock Holding History

Simplicity Wealth’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 		$255K Sell
4,482
-566
-11% -$37.9K 0.01% 643
2025
Q4 		$330K Sell
5,048
-818
-14% -$55K 0.02% 527
2025
Q3 		$391K Sell
5,866
-2,253
-28% -$155K 0.02% 501
2025
Q2 		$559K Buy
+8,119
New +$570K 0.02% 431
2024
Q3 		– Sell
-45,895
Closed -$2.84M – 1161
2024
Q2 		$2.84M Buy
45,895
+6,817
+17% +$403K 0.06% 291
2024
Q1 		$2.21M Buy
+39,078
New +$2.16M 0.05% 334

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

Simplicity Wealth's UL Position: Q1 2026 in Review

Simplicity Wealth reduced its Unilever (UL) stake by 11% in Q1 2026, selling an estimated $37.9K and leaving 4,482 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #643.

Simplicity Wealth first reported a position in UL in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.84M in Q2 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Simplicity Wealth held 4,482 shares of Unilever worth $255K as of Q1 2026.
  • Simplicity Wealth sold 566 Unilever shares in Q1 2026, an estimated $37.9K.
  • Unilever made up 0.01% of Simplicity Wealth's portfolio in Q1 2026, its #643 holding.
  • Simplicity Wealth first reported a position in Unilever in Q1 2024 and has held it in 6 quarters since.
  • Simplicity Wealth's Unilever position peaked at $2.84M in Q2 2024.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.