Smart Money Group’s Unilever UL Stock Holding History

Smart Money Group’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	$973K	Buy	17,074 +1,877	+12%	+$126K	0.28%	53
2025 Q4	$994K	Sell	15,197 -129	-0.8%	-$8.67K	0.29%	52
2025 Q3	$1.02M	Buy	15,326 +683	+5%	+$47.1K	0.3%	48
2025 Q2	$1.01M	Buy	14,643 +1,000	+7%	+$70.2K	0.32%	40
2025 Q1	$914K	Buy	13,643 +3,280	+32%	+$212K	0.31%	41
2024 Q4	$661K	Buy	10,363 +978	+10%	+$66K	0.23%	68
2024 Q3	$643K	Buy	9,385 +819	+10%	+$56.6K	0.23%	66
2024 Q2	$592K	Buy	8,566 +1,042	+14%	+$61.6K	0.21%	65
2024 Q1	$439K	Buy	7,524 +3,256	+76%	+$180K	0.17%	71
2023 Q4	$233K	Buy	+4,268	New	+$230K	0.1%	75

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

Smart Money Group's UL Position: Q1 2026 in Review

Smart Money Group increased its Unilever (UL) stake by 12% in Q1 2026, buying an estimated $126K and bringing the position to 17,074 shares worth $973K. The position accounts for 0.28% of the portfolio, ranked #53.

Smart Money Group first reported a position in UL in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.02M in Q3 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Smart Money Group held 17,074 shares of Unilever worth $973K as of Q1 2026.
Smart Money Group bought 1,877 Unilever shares in Q1 2026, an estimated $126K.
Unilever made up 0.28% of Smart Money Group's portfolio in Q1 2026, its #53 holding.
Smart Money Group first reported a position in Unilever in Q4 2023 and has held it in 10 quarters since.
Smart Money Group's Unilever position peaked at $1.02M in Q3 2025.
1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Smart Money Group's 13F filing for Q1 2026, filed 5 May 2026.