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Steinberg Asset Management’s Unilever UL Stock Holding History

Steinberg Asset 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
-4,117
Closed -$269K – 42
2025
Q4 		$269K Sell
4,117
-68
-2% -$4.57K 0.2% 39
2025
Q3 		$279K Hold
4,185
– – 0.2% 39
2025
Q2 		$288K Sell
4,185
-226
-5% -$15.9K 0.21% 36
2025
Q1 		$295K Buy
4,411
+2
+0% +$129 0.24% 37
2024
Q4 		$281K Sell
4,409
-113
-2% -$7.63K 0.21% 39
2024
Q3 		$330K Sell
4,522
-11
-0.2% -$760 0.25% 38
2024
Q2 		$280K Hold
4,533
– – 0.22% 43
2024
Q1 		$256K Sell
4,533
-156
-3% -$8.64K 0.22% 43
2023
Q4 		$256K Buy
+4,689
New +$253K 0.23% 44

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

Steinberg Asset Management's UL Position: Q1 2026 in Review

Steinberg Asset Management sold out of Unilever (UL) in Q1 2026, closing a stake of 4,117 shares — an estimated $269K sold.

Steinberg Asset Management first reported a position in UL in Q4 2023 and held it in 9 quarters. The position peaked at $330K in Q3 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Steinberg Asset Management reported no remaining Unilever position as of Q1 2026 after selling out during the quarter.
  • Steinberg Asset Management sold 4,117 Unilever shares in Q1 2026, an estimated $269K.
  • Steinberg Asset Management first reported a position in Unilever in Q4 2023 and held it in 9 quarters.
  • Steinberg Asset Management's Unilever position peaked at $330K in Q3 2024.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Steinberg Asset Management's 13F filing for Q1 2026, filed 11 May 2026.